Client & Billing Operations Specialist (Remote)

Lifeworks; Sydney; Remote; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Wellbeing Days

Volunteer Days

Insurance coverage

Job summary

TELUS Health is seeking an Account Services Representative to support Customer Success Managers and clients across the Australia region. Based in Sydney, Melbourne or Brisbane with remote-first flexibility, you’ll manage high-volume case queues, handle billing inquiries and maintain accurate client data in Salesforce and other platforms.

You'll bring at least two years in client services, strong attention to detail and excellent communication, plus experience with Salesforce and Microsoft

Qualifications

• A minimum of 2 years’ experience in client services, account administration, customer support or a similar operational role.
• Experience using Salesforce or comparable CRM systems, with confidence navigating multiple platforms and managing client information.
• Exceptional attention to detail and a commitment to maintaining accurate records and delivering high-quality work.
• Strong organisational and time-management skills, with the ability to balance a high-volume workload and competing priorities.
• Excellent written and verbal communication skills, coupled with a professional, client-centric approach.
• A proactive and solutions-focused mindset, with the ability to investigate issues, take ownership and follow through to resolution.
• Confidence working both independently and collaboratively within a fast-paced, remote-first environment.
• Proficiency in Microsoft Office applications, including Excel, Outlook and Teams.
• Experience with billing processes, financial administration or supporting Customer Success teams will be highly regarded.
• Previous experience within healthcare, employee benefits, EAP services or a global organisation would be advantageous.

Responsibilities

• Manage and prioritise a high-volume case queue in Salesforce, ensuring client requests are actioned accurately, efficiently and within expected timeframes.
• Provide administrative and operational support to Customer Success Managers, responding to client enquiries and coordinating account-related activities.
• Process client account updates, including service amendments, pricing adjustments, billing changes and account information updates.
• Investigate billing discrepancies and collaborate with internal teams to support timely and accurate resolutions.
• Maintain accurate client records across Salesforce and other internal platforms, ensuring data integrity and consistency.
• Build collaborative relationships with stakeholders across Customer Success, Billing, Finance and other business functions to deliver positive client outcomes.
• Maintain comprehensive case notes, documentation and records while ensuring compliance with established processes and procedures.
• Contribute to special projects, system enhancements and continuous improvement initiatives to strengthen operational efficiencies and service delivery.

Job description

TELUS Health is seeking an Account Services Representative to support Customer Success Managers and clients across the Australia region. Based in Sydney, Melbourne or Brisbane with remote-first flexibility, you’ll manage high-volume case queues, handle billing inquiries and maintain accurate client data in Salesforce and other platforms.

You'll bring at least two years in client services, strong attention to detail and excellent communication, plus experience with Salesforce and Microsoft