Billing Associate - US Remote

What is PerfectServe ? PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue. PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians. Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach: • In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader. • PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years. At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward. If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place! About the Role We are looking for a detail-oriented, tech-savvy Billing Associate to manage customer billing, resolve inquiries, and support billing operations across multiple entities. The ideal candidate is organized, analytical, and comfortable making independent decisions while navigating complex billing systems. What You'll Do • Manage customer billing, invoicing, and new account setup. • Review contracts to ensure accurate billing. • Research billing discrepancies, resolve customer inquiries, and process credits. • Respond to billing and finance requests through Zendesk or similar platforms. • Prepare monthly billing reports using Excel and AI tools. • Identify opportunities to improve billing processes and efficiency. • Support special projects and annual audits as needed. What We're Looking For • 3+ years of billing or related experience. • Strong Excel skills, including PivotTables, VLOOKUP, and XLOOKUP. • Ability to interpret contracts and manage complex billing requirements. • Strong critical-thinking, problem-solving, and independent decision-making skills. • Tech-savvy with the ability to learn and navigate multiple systems. • Excellent attention to detail, organization, and multitasking skills. • Strong customer service and communication skills. • Proactive, self-motivated, and comfortable working independently or with a team. • Willingness to learn and use AI tools in daily workflows. Preferred Qualifications • SaaS or subscription-based billing experience. • NetSuite experience highly preferred , or familiarity with similar platforms such as Sage Intacct, Microsoft Dynamics 365, SAP, Zuora, or Chargebee. • Experience with Salesforce and Zendesk. • Associate degree or higher. • Technical supp