Accounts Receivable Coordinator
About The Position
Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future. Ready to Master the Financial Engine That Powers Client Success? We're seeking a detail-oriented financial professional who understands that accurate billing and receivables management directly impact client satisfaction and business growth. As our Accounts Receivable Coordinator, you'll ensure seamless invoicing operations while building the processes that support our expanding client base. What makes this role different ✓ Client impact: Your accuracy in billing and account management directly affects client satisfaction and retention ✓ Process optimization: Work with multiple systems and departments to streamline financial operations ✓ Cross-functional collaboration: Partner with teams across the organization to resolve complex client and vendor issues ✓ Growth trajectory: Gain expertise in TPA financial management with opportunities for advancement in a dynamic environment
Requirements
- 3-5 years' experience in financial management with focus on funding and accounting
- Proficiency in Windows and advanced Microsoft Excel skills
- Strong attention to detail and accuracy in financial reporting
- Strong written and verbal communication skills
- Ability to take direction and work effectively with leadership
- Self-starter problem-solver with team collaboration abilities
- Capability to meet critical deadlines in fast-paced environment
Nice To Haves
- TPA experience preferred but not required
- Previous banking and health insurance industry experience preferred
- Experience with financial and TPA systems (Netsuite, Qiclink, Javelina experience preferred)
Responsibilities
- Ensure billing accuracy: Manage client invoicing and setup activities, including new client invoice configuration, monthly billing cycles, and renewal processes.
- Research and resolve: Investigate client invoice inquiries and vendor payment discrepancies, working with internal teams to find swift, accurate solutions.
- Maintain client relationships: Provide interdepartmental and external communication support regarding invoicing while managing client profiles in our secure portal.
- Support operations: Generate adjustment and credit memos, assist with month-end close processes, and collaborate with colleagues on system workflows and process documentation.
- Drive continuous improvement: Work with third-party payment processors, train team members, and contribute to ad hoc projects that enhance operational efficiency.
Benefits
- Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
- Mental health support and wellness programs designed by experts who get it
- Flexible work arrangements that fit your life, not the other way around
- Retirement planning support to help you build real wealth for the future
- Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
- Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
- Professional development opportunities and clear career progression paths
- Mentorship from industry leaders who want to see you succeed
- Learning budget to invest in skills that matter to your future
- People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation
- One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges
- We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results
- Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable
- Competitive base salary that rewards your success
- Unlimited PTO policy because rest and recharge time is non-negotiable
- Benefits effective day one—because you shouldn’t have to wait to be taken care of
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
