Description
Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform,where modern legal work happens with clarity and consistency.
As a Billing and Collections Analyst at Filevine, you will drive financial health by reconciling complex account activity and resolving payment discrepancies through high-level technical analysis in tools like Salesforce and Intacct. You’ll act as a critical cross-functional liaison, utilizing expert communication to manage delinquent accounts and support the end-to-end cash application and invoicing lifecycle.
Responsibilities
- Resolve payment issues on delinquent customer accounts
- Analyze and reconcile customer account activity
- Review and resolve customer invoice and payment issues
- Maintain customer accounts to ensure information is up-to-date
- Understand the cash application process and act as a backup as needed
- Understand invoice generation and act as a backup as needed
Requirements
- Analytical and problem-solving skills
- Detail-oriented
- Extensive verbal and written communication
- Effective decision-making and follow-through
- Technical aptitude
- Experience with Excel, Intacct, and Salesforce a plus
- At least 1 year of collections experience
Education
- High school diploma
- Bachelor’s Degree preferred
Benefits
- Medical, Dental, & Vision Insurance (for full-time employees)
- Competitive & Fair Pay
- Maternity & paternity leave (for full-time employees)
- Short & long-term disability
- Opportunity to learn from a dedicated leadership team