Collections Specialist

Filevine; Salt Lake City (UT); Híbrido; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision Insurance (for

Descripción de la vacante

Filevine—a Legal AI company—seeks a Billing and Collections Analyst to drive financial health by reconciling complex account activity and resolving payment discrepancies using Salesforce and Intacct. This role acts as a cross-functional liaison to manage delinquent accounts and support end-to-end cash application and invoicing lifecycle.

The position is based in a hybrid model with offices in San Francisco, Chicago, Salt Lake City, or New York.

Formación

• High school diploma required.
• Bachelor's Degree preferred.
• At least 1 year of collections experience.
• Analytical and problem-solving mindset.
• Extensive verbal and written communication skills.
• Technical aptitude with financial software.

Responsabilidades

• Resolve payment issues on delinquent customer accounts.
• Analyze and reconcile customer account activity.
• Review and resolve customer invoice and payment issues.
• Maintain customer accounts to ensure information is up-to-date.
• Understand the cash application process and act as a backup as needed.
• Understand invoice generation and act as a backup as needed

Descripción del empleo

Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.

Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine's rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.

Role Summary

As a Billing and Collections Analyst at Filevine, you will drive financial health by reconciling complex account activity and resolving payment discrepancies through high-level technical analysis in tools like Salesforce and Intacct. You'll act as a critical cross-functional liaison, utilizing expert communication to manage delinquent accounts and support the end-to-end cash application and invoicing lifecycle.

What You'll Do

• Resolve payment issues on delinquent customer account
• Analyze and reconcile customer account activity
• Review and resolve customer invoice and payment issues
• Maintain customer accounts to ensure information is up-to-date
• Understand the cash application process and act as a backup as needed
• Understand invoice generation and act as a backup as needed

Who You Are

• Analytical and problem solving
• Detail oriented
• Extensive verbal/written communication
• Effective decision-making and follow-through, ability to effectively communicate process/rules to internal/external customers
• Technical aptitude
• Experience with Excel, Intact, and Salesforce a plus
• At least 1 year of collections experience

Education

• High school diploma
• Bachelor's Degree preferred

Work Location Expectation

This position is based out of our San Francisco, Chicago, Salt Lake City or New York offices. Candidates residing in or near these metro areas are expected to work on a hybrid (2-3 days in-office/week) or fully onsite basis.

Cool Company Benefits

• A dynamic, rapidly growing company, focused on helping organizations thrive
• Medical, Dental, & Vision Insurance (for full-time employees)
• Competitive & Fair Pay
• Maternity & paternity leave (for full-time employees)
• Short & long-term disability
• Opportunity to learn from a dedicated leadership team
• Top-of-the-line company swag

Privacy Policy Notice

Filevine will handle your personal information according to what's outlined in our Privacy Policy.

Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using "filevine.com". Other addresses reaching out are not affiliated with Filevine and should not be responded to.

Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine's equal employment opportunities, you may contact us at [e-mail]

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.