Strategic Billing & Payments Specialist

Apex Acquisition; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Apex Acquisition is a fast-growing marketing and sales consultancy serving wealth management and financial advisory clients. You will own the client billing experience, ensuring invoices align with contracts and payments are collected on time.

You’ll work with Client Success, Sales, and leadership to resolve issues, process refunds and disputes, and maintain accurate billing records. This role requires attention to detail, strong communication, and ownership.

Qualifications

• Experience in client billing, accounts receivable, collections, or payment operations.
• Experience managing chargebacks and processor dispute responses.
• Experience with recurring billing, renewals, and custom payment arrangements.

Responsibilities

• Manage client billing inquiries and resolve failed payments.
• Own billing schedules across accounts including fees, spend, renewals.
• Review contracts to maintain accurate payment calendars.
• Track payments, follow up on overdue balances, and document activity.
• Securely manage payment authorizations and refunds when approved.
• Handle refunds, chargebacks, and disputes through processors.
• Coordinate renewal billing and ensure payments complete before relaunch.
• Maintain accurate billing trackers and financial records.
• Escalate issues to leadership as needed.

Skills

Billing & AR experience

Payment operations

Chargebacks & disputes

Contract interpretation

Cross-functional collaboration

Tools

Payment processors

CRM

Billing systems

Spreadsheets

Job description

Apex Acquisition is a fast-growing marketing and sales consultancy serving wealth management and financial advisory clients. You will own the client billing experience, ensuring invoices align with contracts and payments are collected on time.

You’ll work with Client Success, Sales, and leadership to resolve issues, process refunds and disputes, and maintain accurate billing records. This role requires attention to detail, strong communication, and ownership.