Healthcare Invoicing & Client Success Specialist

Alteva RCM; Boca Raton (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401(k) with employer match

Flexible spending accounts

Employee discount program

Employee referral program

Job summary

Alteva RCM is seeking a detail‑oriented Invoicing & Client Success Specialist to support our RCM invoicing operations. You will proactively contact customers, explain invoices, resolve billing questions, and maintain strong relationships throughout the billing lifecycle.

The ideal candidate has experience with basic bookkeeping, Excel, and customer service, and will work Monday–Friday during EST hours in Boca Raton.

Qualifications

• Customer service or client-facing experience
• Excellent verbal and written communication
• Detail-oriented and highly organized
• Proficient with phone and email communications
• Strong Excel skills
• Experience with invoicing and billing processes
• Experience with QuickBooks Online (QBO) is a plus

Responsibilities

• Proactively contact customers after onboarding and during invoicing periods
• Explain invoices, billing details, fees, and service charges
• 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

Skills

Customer service

Communication

Detail-oriented

Independent worker

Multitasking

Tools

QuickBooks Online (QBO)

Excel

Job description

Alteva RCM is seeking a detail‑oriented Invoicing & Client Success Specialist to support our RCM invoicing operations. You will proactively contact customers, explain invoices, resolve billing questions, and maintain strong relationships throughout the billing lifecycle.

The ideal candidate has experience with basic bookkeeping, Excel, and customer service, and will work Monday–Friday during EST hours in Boca Raton.