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Juniper Square

Unified platform for private investment partnerships

Senior Billing Specialist

Accounts Payable/ReceivableConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 4 years of professional billing experience, particularly with intricate billing scenarios.
  • Ability to analyze vague contract terms and determine precise billing consequences.
  • Practical familiarity with Zone or equivalent NetSuite-native billing software, including the ability to train and guide team members.
  • Proficiency in cash and payment applications, including matching and posting customer payments against invoices.
  • Familiarity with Salesforce for navigating and extracting contract, account, and opportunity details.
  • Ability to use AI productivity tools such as ChatGPT and Claude to enhance daily workflows.
  • Strong interpersonal skills for interacting with cross-functional internal stakeholders, and a proactive approach to asking clarifying questions.
  • Ability to independently investigate and resolve questions when details are scarce.
  • Ability to operate effectively within a high-speed, dynamic workplace.

Responsibilities

  • Review customer contracts and correspondence, interpreting ambiguous contract language to determine correct billing treatment.
  • Process invoices and credit memos for complex or non-standard billing scenarios.
  • Guide and support teammates on invoice processing workflows within Zone.
  • Review invoices processed by the team for accuracy before sending them to customers.
  • Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner.
  • Perform daily cash application by matching incoming customer payments to invoices and posting them accordingly.
  • Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed.
  • Monitor accounts receivable aging and flag at-risk balances to the Billing & Collections Manager.
  • Contribute to ongoing process improvements and workflow refinement within Zone through project-based work.
  • Manage increased workload during peak Fund Admin billing cycles in December, March, June, and September.
  • Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections.

Desired Qualifications

  • Background in collections is advantageous, though the primary emphasis is billing mastery.
  • Prior background in the Services and SaaS sectors is preferred.
  • Advanced proficiency in Excel, particularly using calculations from the Fund Admin team, is a distinct plus.

About the Company

Juniper Square

Unified platform for private investment partnerships

Juniper Square provides end-to-end software for private investment partnerships, serving general partners and limited partners in commercial real estate, private equity, and venture capital. Its platform unifies fundraising, investor operations, and fund administration into a single system to manage investment data and workflows from start to finish. The product centralizes secure data sharing, tracks investor communications, automates tasks, and offers a 360-degree view of investment data to speed investment closes. It differentiates itself with a universal, purpose-built system for private markets that scales for firms of all sizes and structures, aiming to simplify and accelerate the private investment process for both GP and LP users.

Company size
1,001-5,000
Company stage
Series D
Total funding
$371M
Headquarters
San Francisco, CA
Founded
2014

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