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Prime System Solutions

Executive Virtual Assistant - Billing

Bookkeeping +1Confirmed live in the last 24 hours
Full-timeQuezon City, Metro Manila, PhilippinesNo salary listed

About the Job

Requirements

  • At least 3 years of experience in billing, accounts receivable, bookkeeping support, or a similar role, combined with experience supporting US-based executives or business owners as an Executive Assistant or Virtual Assistant.
  • Experience with billing, professional services automation, or accounting platforms such as HaloPSA, ConnectWise, QuickBooks, or similar systems.
  • Experience working with online payment processors.
  • Strong Microsoft 365 skills, particularly Outlook, Teams, Word, Excel, and SharePoint.
  • Excellent written and spoken English and confidence communicating directly with US-based customers about their accounts.
  • Strong attention to detail and comfort working with numbers and financial information.
  • Ability to manage competing priorities and recognize when to escalate an issue.
  • Professionalism, discretion, and trustworthiness when handling confidential customer, financial, employee, and company information.
  • Willingness and ability to work full-time during US Central Time business hours, with core hours of 8:00 AM–5:00 PM Central Time.
  • A background check is required before the job offer stage.

Responsibilities

  • Set up new customer accounts in the professional services automation or billing system when trials convert, including packages, billing terms, pricing, first-month proration, and referring partner information.
  • Verify new account setups against approved quotes before the first invoice is issued.
  • Process approved add-ons, upgrades, downgrades, and cancellations based on service tickets.
  • Review monthly and annual invoice runs before release and resolve or flag exceptions.
  • Monitor failed and declined payments through the online payment processor, contact customers, send secure payment-update links, retry payments, and document outcomes.
  • Monitor upcoming annual renewals, send reminders, and follow up on unsuccessful renewals.
  • Record check and automated clearing house payments to keep customer accounts and records current.
  • Follow up with customers about overdue balances using established scripts and collection timelines.
  • Respond to customer and partner billing questions through email, phone, and tickets.
  • Escalate billing disputes, refund requests, and other exceptions requiring owner approval.
  • Maintain accurate partner IDs on customer accounts so commissions are properly assigned.
  • Prepare the monthly partner commission summary for owner review and approval.
  • Prepare a concise monthly billing report covering new customers, cancellations or non-renewals, recurring revenue, and year-to-date figures.
  • Manage both co-owners’ calendars, including internal, customer, partner, and vendor meetings.
  • Schedule meetings, send invitations and meeting links, and coordinate scheduling changes.
  • Triage inboxes, identify priorities, and draft routine responses for owner approval.
  • Attend internal meetings as a note-taker and document key decisions, action items, and deadlines.
  • Maintain the shared weekly action list and follow up on outstanding items.
  • Prepare simple meeting agendas and gather relevant documents and information in advance.
  • Create, edit, and format documents, spreadsheets, and presentations using Microsoft 365.
  • Maintain organized SharePoint and shared-folder structures.
  • Maintain trackers for vendors, contracts and renewals, software subscriptions, and licenses.
  • Maintain accurate customer relationship management information and conduct light research on companies, prospects, partners, and events.
  • Support marketing activities, including scheduling approved social media posts and coordinating event and webinar logistics.
  • Coordinate with vendors and collect and organize invoices and receipts for bookkeeping purposes.
  • Document simple processes and checklists as they are learned and improved.
  • Work with both co-owners using one shared priority list, reviewed and agreed upon during a short weekly check-in.
  • Prioritize billing deadlines at the beginning of the month; use the shared priority list to resolve conflicting requests and clarify with both owners when priorities are unclear.

Desired Qualifications

  • Experience with GoHighLevel, HubSpot, or another customer relationship management platform.
  • Experience working in an information technology, managed services provider, or software-as-a-service environment.

About the Company

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Total funding
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