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

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

$60,000—$80,000 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.