Sagent Management is a growing and dynamic accounting and tax firm headquartered in the Silicon Valley that offers accounting, tax, and management consulting services to publicly-traded companies, privately-held businesses, and high-net-worth individuals.

Position Description

The Billing Specialist is detail oriented, resourceful, responsive, and does whatever it takes to assist the team in providing effective support. The responsibilities for this position include supporting the Firm’s management with all billing and collections activities, being able to work and communicate well with others, solving problems, and interfacing with various departments to coordinate the overall needs of the organization. We are seeking talented individuals who want to be part of an important part of our dynamic and growing team.

Responsibilities

- Complete the billing process for each service offering in a timely and accurate manner.

- Maintain complete, accurate, and organized client billing files which incorporates both hard and soft copy documentation.

- Responsible for new account set up within the billing system.

- Provide customer support by timely responding to information requests from the client or internal team members, such as reproducing copies of invoices, and coordinating and issuing billing adjustments.

- Analyze current month versus last month’s billing.

- Research and take action on AR reconciliation requests.

- Partner with management on recommendations for write-off's.

- Perform other duties or special projects as assigned.

Qualifications

- 2-4 years of prior billing and collections experience

- AA degree in accounting or quantitative field, BA degree preferred

- Self starter who enjoys being busy

- Strong attention to detail

- Flexible as duties will vary

- High proficiency in Excel and Word

- Superior verbal and written communication skills

- A positive attitude and the ability to work both independently and as part of a team

- Toeic 900