Bookkeeper for Invoicing

Alteva RCM; Boca Raton (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) with employer match

Paid time off and life insurance

Job summary

Alteva RCM seeks a detail-oriented Invoicing & Client Success Specialist to support our RCM invoicing operations. You will handle invoicing, reconciliation, and post-onboarding client support, explaining bills and addressing questions. Strong Excel and QBO skills are essential to manage invoices and data.

The role is full-time, daytime hours in Boca Raton, FL, with a comprehensive benefits package. You will proactively contact customers after onboarding, resolve billing concerns, and

Qualifications

• Customer service experience and strong communication skills.
• Detail-oriented with excellent organization and follow-through.
• Comfortable phone and email communication with customers.

Responsibilities

• Proactively contact customers after onboarding and during invoicing periods.
• Explain invoices, billing details, fees, and service charges to customers.
• Resolve invoice discrepancies and customer billing concerns.
• Coordinate with onboarding, operations, and internal billing teams.
• Maintain accurate records of customer communications and account updates.
• Follow up on outstanding invoices and account issues.
• Generate, review, revise, and send customer invoices.
• Reconcile invoices, payments, credits, and account balances.

Skills

Customer service

Excel

Communication

Billing

Account management

Tools

QuickBooks Online

Excel

Job description

Job Description

Job Description

About Us

At Alteva RCM, we're dedicated to helping healthcare providers thrive through expert revenue cycle management, strategic insight, and innovative solutions. We're always looking for passionate, driven professionals who want to make a meaningful impact, grow their careers, and be part of a collaborative team committed to excellence.

Position Summary

We are seeking a detail-oriented and customer-focused Invoicing & Client Success Specialist to support our Revenue Cycle Management (RCM) invoicing operations. This role combines invoicing, account reconciliation, customer communication, and post-onboarding client support.

Clients are onboarded several months before invoicing begins, so this role is responsible for proactively contacting customers, helping them understand invoices, resolving billing questions, revising invoices when necessary, and maintaining strong customer relationships throughout the billing lifecycle.

The ideal candidate has experience with basic bookkeeping, Excel and customer service.

Key Responsibilities

• Proactively contact customers after onboarding and during invoicing periods

• Explain invoices, billing details, fees, and service charges to customers

• Resolve invoice discrepancies and customer billing concerns

• Coordinate with onboarding, operations, and internal billing teams

• Maintain accurate records of customer communications and account updates

• Follow up on outstanding invoices and account issues

• Support process improvements within invoicing and customer communication workflows

• Generate, review, revise, and send customer invoices

• Reconcile invoices, payments, credits, and account balances

• Use QuickBooks Online (QBO) to manage invoicing and customer accounts

• Utilize Excel for invoice tracking, reporting, reconciliations, and analysis

Qualifications

• Customer service or client-facing experience

• Excellent verbal and written communication skills

• Detail-oriented and highly organized

• Comfortable communicating with customers by phone and email

• Able to explain billing clearly and professionally

• Proactive and solution-oriented

• Strong follow-through and accountability

• Works well independently and collaboratively

• Strong Excel skills required

• Ability to manage multiple accounts and follow-ups simultaneously

Ideal Candidate

• Experience in healthcare billing or Revenue Cycle Management (RCM) preferred

• Experience with invoicing, reconciliation, and accounts receivable

• Experience with QuickBooks Online (QBO)

Hours: Monday-Friday 9 AM to 5 PM EST

Pay Range

$50,000—$70,000 USD

Benefits

Alteva RCM offers our employees a comprehensive benefits package, including health, dental, vision, employee assistance plan, paid family leave, short-term disability and life insurance. We also provide a 401(k) plan with employer match, flexible spending accounts, employee discount program and an employee referral program.