Job Description Template: Billing Specialist

How to Use This Template: Expertly craft a post for the open Billing Specialist position

at your organization using this BambooHR job description template as a guide. Simply work with your hiring managers to customize each section to fit your company’s vision for this role.

Full-Time | Remote/Hybrid/Onsite | Location

$43,000–$50,000 (Suggested salary range for this role per Salary.com)

Why [Company]?

Introduce your organization in 3–5 sentences. This is the perfect place to explain what you do and why your company is a great place to work! For example, here's our bio:

Our mission is simple: we want to set people free to do meaningful work. People love our software—and it turns out that people love working here, too. BambooHR has been recognized as a "Best Company to Work For," and we're proud of our team for creating software that makes an impact in the lives of HR pros and employees all over the world.

About Your Role

Give a general overview of what this person will do at your company. For example:

As our billing specialist, you'll manage everyday transactions for our firm. From either our office or your home office, you'll send invoices, monitor outstanding balances, and ensure each account is paid in full. You'll also oversee numerous client accounts on our network, helping us track the transactions for each one and updating our system accordingly.

What You'll Do

List specific job responsibilities. For example:

• Keep an accurate record of client accounts and outstanding balances
• Send invoices and account updates to clients electronically and on paper
• Update our system with payment information and other financial data
• Suggest payment assistance programs for clients in need
• Notify clients of upcoming or missed payment deadlines
• Receive, sort, and track incoming payments
• Issue receipts for payments received
• Address our clients' billing questions and issues
• Prepare reports and review billing activity for accuracy
• Uphold our strict client confidentiality policies

What You'll Need to Get the Job Done

List what a qualified candidate needs to do their job effectively. For example:

• Degree in accounting, business administration, or related field
• 2+ years experience in a billing department
• Proficiency in Microsoft 365 and QuickBooks
• Working knowledge of office equipment

What Will Make Us Really Love You

List the soft skills or "nice-to-haves" that will help your candidate be successful. For example:

• An aptitude for customer service
• Excellent organizational and communication skills
• Strong attention to detail and problem-solving abilities
• Professional certification

What You'll Love About Us

Describe your company's benefits, culture, work environment, and anything else that makes your organization stand out. For example:

Our workforce may be spread out across the country, but each person contributes to the collective success of our organization. Our company culture is based on transparency, collaboration, and innovation, and we're proud of the ways we've served our customers and supported our vast team throughout the years. As a valued employee, you'll enjoy the following benefits and more:

• Retirement: 401(k) plan with employer matching
• Healthcare: Medical, dental, vision, and mental wellness coverage
• Life insurance: Group life insurance through our partner
• Charitable giving: Donation matching to a charity of your choice
• Time off: Flexible PTO policy with floating holidays
• Remote program: Virtual team-building events, internet stipend, and ongoing support
• Career development: Professional development reimbursement program
• Family care: Parental leave for all new parents

More About Our Company

Add your equal employment opportunity (EEO) statement, a note about required background checks, and other things a candidate may want to know before applying.