Remote Customer Billing & Payments Specialist

The Helmsman Group LLC; Indiana (PA); Remote; USD 45,000 - 65,000; Full time

Job summary

The Helmsman Group LLC is seeking a Customer Care Representative to support billing and payments across inquiries, processing, and documentation in a remote setting. You will handle invoices, refunds, and payment issues while adhering to security standards and company policies.

You will review accounts for discrepancies, assist with payment methods and arrangements, and collaborate with Finance, Billing, and Sales to resolve complex cases.

Qualifications

• High school diploma or equivalent required.
• Associate or bachelor's degree in Accounting, Finance, Business Administration, or related field preferred.
• 1–3 years in customer service, billing support, accounts receivable, or payment processing.
• Basic understanding of billing, payments, invoices, and account reconciliation.
• Strong numerical and analytical skills.
• Excellent verbal and written communication skills.
• Attention to detail and data-entry accuracy.
• Ability to handle sensitive financial information confidentially.
• Strong problem-solving and conflict-resolution skills.
• Professional handling of billing disputes or customer complaints.
• Experience with CRM, billing, payment, or customer account systems preferred.

Responsibilities

• Respond to invoices, bills, account balances, payment due dates, and payment methods.
• Explain billing charges, credits, discounts, adjustments, and payment terms clearly.
• Review accounts and histories to investigate billing questions and discrepancies.
• Process authorized customer payments through approved systems.
• Assist with payment methods, arrangements, recurring payments, and account updates.
• Verify identity before discussing or processing sensitive information.
• Investigate failed, declined, duplicate, missing, or incorrectly applied payments.
• Assist with refunds, credits, and billing adjustments per policy.
• Process or coordinate refunds and corrections.
• Provide invoices, receipts, statements, and payment confirmations to customers.
• Explain balances and payment histories accurately.
• Maintain billing records in CRM, billing, and account-management systems.
• Create and manage billing-related tickets and cases.
• Document inquiries, transactions, issues, actions, and resolutions.
• Coordinate with Accounts Receivable, Finance, Billing, Sales to resolve complex issues.
• Escalate disputed charges or policy exceptions to appropriate teams.
• Follow up on outstanding billing cases and payment issues.
• Assist with updating payment methods per security procedures.
• Monitor recurring payments and report issues to management.
• Protect payment information and comply with privacy and security requirements.
• Follow procedures for handling sensitive financial data.
• Meet customer satisfaction, accuracy, response-time, and SLA targets.
• Participate in system training, QA reviews, and process improvements.
• Identify opportunities to improve billing communication and processes.

Skills

Billing & Payments Support

Customer Care

Invoice & Statement Support

Payment Processing

Account Balance Inquiries

Billing Dispute Resolution

Refunds & Credits

Payment Reconciliation

Payment Method Support

Recurring Payments

Account Management

Customer Account Research

CRM / Billing Systems

Data Entry & Validation

Financial Data Accuracy

Issue Resolution

Escalation Management

Payment Security

Customer Communication

Case Management

Education

High school diploma or equivalent

Associate or bachelor's degree in Accounting, Finance, Business Administration, or related field (preferred)

Tools

Salesforce

Zendesk

ServiceNow

Oracle

SAP

NetSuite

Job description

The Helmsman Group LLC is seeking a Customer Care Representative to support billing and payments across inquiries, processing, and documentation in a remote setting. You will handle invoices, refunds, and payment issues while adhering to security standards and company policies.

You will review accounts for discrepancies, assist with payment methods and arrangements, and collaborate with Finance, Billing, and Sales to resolve complex cases.