Billing Associate - PerfectServe

About PerfectServe

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. Founded in 1997, the company has grown to 400+ employees, 30,000+ customers spanning medical practices, hospitals, and health systems, and over $100 million in annual revenue.

PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications—including messages, pages, calls, and alerts—to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating clinical workflows, we help our customers advance patient care and improve clinician well-being.

About the Role

We are looking for a detail-oriented, tech-savvy Billing Associate to manage customer billing, resolve inquiries, and support billing operations across multiple entities. The ideal candidate is organized, analytical, and comfortable making independent decisions while navigating complex billing systems.

What You'll Do

• Manage customer billing, invoicing, and new account setup.
• Review contracts to ensure accurate billing.
• Research billing discrepancies, resolve customer inquiries, and process credits.
• Respond to billing and finance requests through Zendesk or similar platforms.
• Prepare monthly billing reports using Excel and AI tools.
• Identify opportunities to improve billing processes and efficiency.
• Support special projects and annual audits as needed.

What We're Looking For

• 3+ years of billing or related experience.
• Strong Excel skills, including PivotTables, VLOOKUP, and XLOOKUP.
• Ability to interpret contracts and manage complex billing requirements.
• Strong critical-thinking, problem-solving, and independent decision-making skills.
• Tech-savvy with the ability to learn and navigate multiple systems.
• Excellent attention to detail, organization, and multitasking skills.
• Strong customer service and communication skills.
• Proactive, self-motivated, and comfortable working independently or with a team.
• Willingness to learn and use AI tools in daily workflows.

Preferred Qualifications

• SaaS or subscription-based billing experience.
• NetSuite experience highly preferred, or familiarity with platforms such as Sage Intacct, Microsoft Dynamics 365, SAP, Zuora, or Chargebee.
• Experience with Salesforce and Zendesk.
• Associate degree or higher.
• Technical support experience, particularly with troubleshooting, analytical, and software navigation skills.

Compensation & Benefits

• Salary Range: $45,000 – $55,000 USD / year
• Remote-first work environment
• Health, dental, vision, life, and disability insurance options available day one
• 401(k) with company match and immediate vesting
• 17 company holidays, 2 floating holidays, plus competitive PTO policy
• Internal advancement opportunities