Customer-Facing Revenue Accountant (IDR & Refunds)

Pivotal Health; Lehi (UT); Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Health, dental, and vision coverage

401(k) retirement savings plan

Flexible time off

Company-wide events

Job summary

Pivotal Health is hiring for an Accounting Operations role responsible for the advance deposit process, IDRE refunds, and applying payments to customer accounts. You will handle the Finance queue, collaborate with Client Success, and provide backup across revenue operations and cash flows.

Ideal candidates have 1–4 years of accounting experience, strong Excel skills, and experience with NetSuite or QuickBooks. AI tools familiarity and clear communication are valued traits.

Qualifications

• Bachelor's degree in Accounting (Finance also considered).
• 1-4 years of accounting experience; Big 4 experience preferred.
• Strong Excel skills.
• Hands-on experience with ERP or accounting systems such as NetSuite or QuickBooks.
• Comfortable with AI tools in day-to-day work like Claude.
• Clear communicator who can explain accounting details to non-finance teammates and customers.
• Comfortable managing up and keeping your manager informed.
• Self-starter who is results-driven and able to handle ambiguity.

Responsibilities

• Own the advance deposit process end to end, applying payments to accounts.
• Own IDRE refunds, processing accurately and on time; track to resolution.
• Manage Finance queue of support tickets and refund questions; resolve quickly.
• Partner with Client Success to give clear, accurate answers to customers.
• Be a friendly face in Finance; reassure customers that cash is in good hands.
• Provide backup coverage across revenue operations, AR, collections, and cash flows.
• Help close gaps left by an open seat; start with open tickets.
• Learn the business and IDR vocabulary; adapt as processes evolve.
• Become the go-to expert in your areas and grow into broader responsibilities.

Skills

Strong Excel skills

Clear communicator

ERP/accounting systems

AI tools familiarity

Education

Bachelor's degree in Accounting

Tools

NetSuite

QuickBooks

Rillet

Job description

Pivotal Health is hiring for an Accounting Operations role responsible for the advance deposit process, IDRE refunds, and applying payments to customer accounts. You will handle the Finance queue, collaborate with Client Success, and provide backup across revenue operations and cash flows.

Ideal candidates have 1–4 years of accounting experience, strong Excel skills, and experience with NetSuite or QuickBooks. AI tools familiarity and clear communication are valued traits.