Billing & Client Experience Operations Concierge

Cerity Partners; Louisville (KY); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners seeks a Client Service/Concierge to act as the billing liaison, support accounts receivable aging, onboarding, engagement letters, and expense reporting for our client teams. The role also covers software administration, event scheduling, client sponsorships, and AP backup duties.

The ideal candidate has strong organizational and communication skills, confidentiality, and experience with Ramp, Tallie, and MS Office.

Qualifications

• High School diploma or equivalent.
• 2-4 years of administrative, billing, or accounting support experience, preferably including accounts receivable/accounts payable exposure.

Responsibilities

• Serve as the service line's billing liaison with internal accounting - Coordinate with internal accounting on billing entries, reconciliations, and reporting.
• Manage accounts receivable aging; follow up on outstanding balances and elevate collection issues as needed.
• Respond to client billing questions and process billing changes and adjustments.
• Send onboarding emails and communications for new clients.
• Process and send engagement letters for new clients.
• Process expense reports through Tallie for the team leadership.
• Manage software administration for the team, including licensing, access, and renewals.
• Schedule and coordinate team events.
• Administer client sponsorships, including tracking commitments and coordinating logistics.
• Serve as AP backup and the team's Ramp expert, supporting client accounts payable needs.
• Provide client care, including responding to client requests and ensuring a positive client experience.
• Coordinate client gifts and appreciation activities.
• Oversee process improvement initiatives for the team.
• Assist with automation initiatives to improve team efficiency.

Skills

Organizational skills

Attention to detail

Verbal communication

Professionalism

Education

High School diploma or equivalent

Tools

Microsoft Office

Zoom

Teams

Ramp

Tallie

Job description

Cerity Partners seeks a Client Service/Concierge to act as the billing liaison, support accounts receivable aging, onboarding, engagement letters, and expense reporting for our client teams. The role also covers software administration, event scheduling, client sponsorships, and AP backup duties.

The ideal candidate has strong organizational and communication skills, confidentiality, and experience with Ramp, Tallie, and MS Office.