Remote Billing Specialist | Excel & AI Tools

Bazeta; United States; Remote; USD 45,000 - 55,000; Full time

Benefits offered by this job

Remote first environment

Health, Dental, Vision, Life and Disab

401K with match

13 company holidays + PTO

Job summary

PerfectServe is a leading health IT company offering cloud-based clinical communication and scheduling solutions. We are seeking a Billing Associate for a remote US role to manage invoicing, contracts, and billing operations across entities.

The role emphasizes accuracy, independence, and the use of AI-enabled tools to streamline processes. You will interact with Finance and Operations teams, review complex contracts, and contribute to monthly reporting and audits in a collaborative,

Qualifications

• 3+ years of billing or related experience.
• Strong Excel skills: PivotTables, VLOOKUP, XLOOKUP.
• Ability to interpret contracts and manage complex billing.
• Excellent attention to detail and customer service.
• Willingness to learn and use AI tools.

Responsibilities

• Manage customer billing, invoicing, and account setup.
• Review contracts to ensure accurate billing.
• Research billing discrepancies and process credits.
• Respond to billing and finance requests via Zendesk.
• Prepare monthly billing reports using Excel and AI tools.
• Support audits and special projects.

Skills

Billing experience

Excel: PivotTables

Excel: VLOOKUP

Excel: XLOOKUP

Contract interpretation

Critical thinking

Independent decision-making

Customer service

Communication

AI tools in workflows

Remote work discipline

Education

Associate degree or higher

Tools

NetSuite

Salesforce

Zendesk

Sage Intacct

Microsoft Dynamics 365

SAP

Zuora

Chargebee

Job description

PerfectServe is a leading health IT company offering cloud-based clinical communication and scheduling solutions. We are seeking a Billing Associate for a remote US role to manage invoicing, contracts, and billing operations across entities.

The role emphasizes accuracy, independence, and the use of AI-enabled tools to streamline processes. You will interact with Finance and Operations teams, review complex contracts, and contribute to monthly reporting and audits in a collaborative,