Client Retention and Billing Specialist

Here at Tax Debt Services, we are focused on our employees. Happy employees equal a better client experience. This has contributed to us having the highest customer ratings in the industry. It all starts with our team. We operate with the highest level of integrity and ethical standards. If you are interested in working for a fast-growing, rewarding, and fun work culture, apply today!

The Role

The Client Retention & Billing Specialist is the bridge between our financial operations and our clients' success. You aren't just processing numbers; you are a problem-solver and a relationship-builder. You will be responsible for de-escalating complex billing issues, finding creative payment solutions for clients in hardship, and ensuring every interaction reinforces why they chose Tax Debt Services.

Key Responsibilities:

• De-escalation & Retention: Handle sensitive client calls regarding billing disputes or financial hardships with empathy, turning potential cancellations into long-term successes.
• Creative Problem Solving: Develop flexible payment arrangements or creative solutions for clients struggling with past-due balances.
• Payment Operations: Process and apply payments (check, credit card, and ACH) with high attention to detail.
• Strategic Follow-up: Reach out to customers regarding past-due accounts, focusing on "saving" the client relationship rather than just collecting a debt.
• Internal Collaboration: Partner daily with the sales department to verify pricing and ensure a seamless handoff for initial payments.
• Client Communication: Manage invoicing and monthly statements via email, fax, or mail.
• Administrative Support: Maintain accurate billing data and support the Admin Department with general duties like data entry and answering phones.

Job Requirements

• Conflict Resolution: Proven ability to de-escalate high-stress situations and maintain a professional, calm demeanor.
• Creative Thinking: A "find a way" mindset when it comes to resolving client issues.
• Technical Skills: Strong computer skills and proficiency in billing software.
• Soft Skills: Exceptional organizational, mathematical, and analytical skills.
• Education: High School Diploma required; BA or BS degree preferred.
• Experience: 1+ years of experience in billing, collections, or customer retention.

Compensation & Total Rewards

• Base Salary: $50,000 per year.
• Monthly Bonuses: Performance-based bonuses (based on retention and collections targets) ranging from $0 – $676 per month.
• Health Benefits: Medical, Dental, and Vision coverage. The company covers $200 of your monthly premium costs.
• Retirement: 401(k) with employer contributions. The company contributes 3% of your base salary ($1,500/yr) to your 401(k). You are 100% vested immediately.
• Time Off: PTO (Vacation/Sick) accumulating at 100 hours per year, plus certain Federal Holidays.
• Culture: A fun, encouraging work culture that celebrates creative thinking and career growth.

Pay: $50,000.00 - $58,112.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Based on our company’s website and this job description, what do you think will be the most challenging part of this role for you specifically?
• How do you handle a situation where a client or customer is frustrated or angry about a billing error that was actually their fault?

Experience:

• billing or collectios: 1 year (Preferred)

Work Location: In person