Invoicing Client Success Specialist

At Alteva RCM, we're dedicated to helping healthcare providers thrive through expert revenue cycle management, strategic insight, and innovative solutions. We're always looking for passionate, driven professionals who want to make a meaningful impact, grow their careers, and be part of a collaborative team committed...

We are seeking a detail-oriented and customer-focused Invoicing & Client Success Specialist to support our Revenue Cycle Management (RCM) invoicing operations. This role combines invoicing, account reconciliation, customer communication, and post-onboarding client support.

Clients are onboarded several months before invoicing begins, so this role is responsible for proactively contacting customers, helping them understand invoices, resolving billing questions, revising invoices when necessary, and maintaining strong customer relationships throughout the billing lifecycle.

Proactively contact customers after onboarding and during invoicing periods 
Explain invoices, billing details, fees, and service charges to customers 
Resolve invoice discrepancies and customer billing concerns 
Coordinate with onboarding, operations, and internal billing teams 
Maintain accurate records of customer communications and account updates 
Follow up on outstanding invoices and account issues 
Support process improvements within invoicing and customer communication workflows
Generate, review, revise, and send customer invoices 
Reconcile invoices, payments, credits, and account balances 
Use QuickBooks Online (QBO) to manage invoicing and customer accounts 
Utilize Excel for invoice tracking, reporting, reconciliations, and analysis 

Customer service or client-facing experience
Excellent verbal and written communication skills
Detail-oriented and highly organized 
Comfortable communicating with customers by phone and email 
Able to explain billing clearly and professionally 
Proactive and solution-oriented 
Strong follow-through and accountability 
Works well independently and collaboratively
Strong Excel skills required 
Ability to manage multiple accounts and follow-ups simultaneously 
Experience in healthcare billing or Revenue Cycle Management (RCM) preferred
Experience with invoicing, reconciliation, and accounts receivable
Experience with QuickBooks Online (QBO) 
Hours: Monday-Friday 9 AM to 5 PM EST 
 
Pay Range
$60,000—$80,000 USD
 
Benefits
Alteva RCM offers our employees a comprehensive benefits package, including health, dental, vision, employee assistance plan, paid family leave, short-term disability and life insurance. We also provide a 401(k) plan with employer match, flexible spending accounts, employee discount program and an employee referral program.