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Filevine

Posted 50 months ago

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Billing/Collections Specialist

Salt Lake City, UtahOn-siteFull-time

AI Summary

The Billing/Collections Analyst drives financial health by reconciling account activity, resolving payment discrepancies, and managing the cash application and invoicing lifecycle as a cross-functional liaison.

About this role

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.
Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.

Role Summary:
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 account
  • 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

    • Qualifications:

  • Analytical and problem solving
  • Detail oriented
  • Extensive verbal/written communication
  • Effective decision-making and follow-through, ability to effectively communicate process/rules to internal/external customers
  • Technical aptitude
  • Experience with Excel, Intact, and Salesforce a plus
  • At least 1 year of collections experience

    • Education:

  • High school diploma
  • Bachelor’s Degree preferred

    • Skills

    ExcelIntacctSalesforce

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