About the role
Position Overview
The Client Account Manager is the key liaison for designated clients, overseeing the complete invoicing process from initiation to completion. This role combines proactive account management with expertise in billing, accounts receivable, and data validation. The successful applicant will be well-organized, customer-centric, and detail-oriented, capable of managing client relationships, swiftly resolving issues, and ensuring accurate and timely revenue processing. This position collaborates across departments, including Operations and Accounting, to provide an exceptional client experience while enhancing financial accuracy and performance.
Main Duties
Client Account Management
- Act as the primary contact for assigned client accounts, ensuring high levels of satisfaction and responsiveness.
- Foster strong relationships through proactive communication and follow-up on services.
- Address client inquiries, service issues, and billing questions promptly and professionally.
- Collaborate with Operations to address service-related challenges and ensure timely resolutions.
- Conduct regular account evaluations to identify opportunities for service enhancements or growth.
Billing & Accounts Receivable Management
- Manage the entire invoicing process from setup to delivery, adjustments, and resolution.
- Create precise invoices based on contract terms and service activities.
- Conduct thorough data validation to guarantee billing accuracy prior to release.
- Oversee accounts receivable and proactively follow up on outstanding balances.
- Quickly resolve billing discrepancies while maintaining strong client relationships.
- Keep organized billing records and documentation for audit preparedness.
Cross-Functional Coordination & Collaboration
- Work closely with Accounting, Operations, and Customer Success teams to ensure alignment.
- Assist with contract updates, pricing changes, and service modifications in billing systems.
- Support initiatives aimed at improving billing processes and client services.
- Contribute positively to team culture and collaborate effectively with colleagues.
