Invoicing & Client Success Specialist — RCM

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

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