Customer Relations & Billing Specialist

Customer Relations & Billing Specialist
Be a part of something bigger at Herewith

About Herewith
Herewith is a tech-enabled platform on a mission to make finding trusted, compassionate in-home support for adults easier, more transparent, and more personal. We connect families with reliable Helpers who provide flexible, non-medical care — helping loved ones recover, receive treatments & live safely and comfortably at home while giving families & providers peace of mind.

We’re a team of caring, dedicated, and purpose-driven individuals who believe that empathy and collaboration create better outcomes, not just for the families we serve, but for our teammates, too. At Herewith, you’ll join a supportive, mission-centered culture that values respect, inclusivity, and initiative, where every voice contributes to building a better way to care.

Position Overview
The Customer Relations & Billing Specialist serves as the link between our customers, caregivers, and internal departments. This role ensures a smooth billing experience from start to finish, processing payments, resolving issues, and maintaining accurate records, while providing exceptional customer service and upholding company standards.

Core Responsibilities
    •    Billing & Invoicing: Generate and send invoices, process payments and refunds, and ensure bills are delivered accurately and on schedule.
    •    Customer Communication: Serve as the primary contact for customer billing questions, explaining charges clearly and assisting with payment-related concerns.
    •    Account Management: Maintain detailed and accurate customer account records, ensuring information is current and consistent across systems.
    •    Issue Resolution: Investigate and resolve billing disputes or customer complaints quickly, maintaining a high level of professionalism and empathy.
    •    Reporting: Prepare and analyze billing activity reports for leadership; identify trends or discrepancies requiring attention.
    •    Compliance: Adhere to all internal policies, financial regulations, and data privacy requirements during billing operations.

Key Skills & Qualifications
    •    Strong verbal and written communication skills with a customer-first mindset.
    •    Proven ability to analyze and resolve billing or payment discrepancies.
    •    Excellent organizational and multitasking abilities to manage multiple accounts simultaneously.
    •    Proficiency with accounting software, CRM tools (Salesforce experience preferred), and Microsoft Office Suite & Google Suite
    •    Experience in healthcare, senior care, or service-based environments preferred.
    •    2+ years in billing, AR/AP, or customer relations roles.