Billing Lead (Supervisor)

Who We Are:

Convoso is a provider of omnichannel contact center software which dramatically increases customers' contact and lead conversion rates. We back the power of our advanced dialer with the human touch of a dedicated product expert. This invaluable combination delivers higher conversions with less outreach.

We are also relaunching an advanced version of our conversational AI product to provide enhanced capabilities for our current customers and bring the technology to new markets.

Convoso is looking for people who are excited about the future to join us in the fast growing and innovative field of IVA/AI, as well as motivated team players ready to jump in as we work together to drive our company’s accelerated growth. (Just a heads up - we were selected as one of the Built In LA best places to work in 2020, 2021 and 2022!)

We are dedicated to helping each person grow into their position and throughout their career. Convoso’s new-hire and on-going training programs provide our employees with the resources and time to set them up for success. Our friendly team, located in office, hybrid and remote, is built on a culture of fostering team integrity and provides guidance to ensure every person thrives in their new role.

The Job:

At Convoso, we’re constantly, vigilantly looking for ways to reshape the future of lead generation contact centers. Our mission is to revolutionize the call center industry by empowering agents to convert leads faster. That’s where you come in.

​​We are looking for … A Billing Specialist is responsible for overseeing the billing process for clients and works mainly on handling payments, managing required paperwork like invoices and receipts, and ensuring information regarding payment is communicated accordingly.

Stepping into this very challenging role will mean stepping into a dynamic environment. There’ll be a steep learning curve, but we believe the future belongs to those who build it. Therefore, success for you would mean reaching your full potential in a short period of time, while doing whatever it takes to get up to speed. Success would mean having a strong ability to manage multiple projects with competing deadlines.

What You'll Be Doing:

Accounts Receivable Collection

• Notifies customers via email/phone call regarding outstanding balances and makes constant follow up until payment is settled.
• Manages billing and payment schedule of invoiced customers, as well as following up on past due invoices.
• Ensures timely and accurate billing for customers enrolled in a bundled plan.
• Sends payment receipts to customers.
• Posts adjustments to customer accounts after careful audit and thorough research.

Customer Service

• Attends to customer’s billing concerns via phone or email.
• Joins customer calls facilitated by Customer Success Team.
• Works with internal groups to drive customer issues to resolution.

Account Management

• Receives and updates payment information with attention to credibility.
• Drafts and sends updated contracts to the customer.
• Updates account changes in the billing system per contract or rate matrix.
• Ensures accuracy of rates in the billing system vs what is on the contract.
• Provides rate/plan recommendation based on customer’s needs or usage.
• Processes seat upgrade/downgrade requests – involves checking contract terms before making any changes.
• Raises tickets to correct errors/system bugs.

Others

• Coordinates with Customer Success re account specific information like contract/rate changes, account delinquency and collections related.
• Works with Customer/Technical Support in carrying out tasks like upgrade/downgrade, tickets which are customer and revenue impacting.
• Engages Sales and Implementations Team for contracts, rates, billing concerns for new accounts.

Who You Are:

• Must possess at least Bachelor's/College Degree related in Business Management, Finance , Accounting or Banking.
• 2+ years of experience working as a billing specialist
• At least 1 year of experience in customer service.
• Excellent knowledge in MS Excel and Google Sheets
• Hands-on experience in operating accounting and customer service software such as
  • Billing CRM – JOC, Chargify, QuickBooks
  • Sales / Contracts = Salesforce, Amity
  • Ticketing Tool - Zendesk

Work Perks Worth The Hype:

• Competitive compensation package
• PTO, Paid Sick Time, Holidays, Bereavement time, Parental Leave
• Your birthday off
• Monthly credits toward food & beverage
• Company Outings
• On and offsite team building events
• Paid training for departments
• Apple laptop (most roles)
• And a team of highly experienced and kind colleagues!

HQ Office:

• Casual office environment & dress
• Daily catered lunches
• Fully stocked kitchen (Dietary restriction-friendly)
• Happy Hours
• Monthly Massages
• On-site Car Wash
• Free Parking