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Alteva RCM

Invoicing Client Success Specialist

boca raton, FL

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Job description

Job Description Job Description About Us

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 to excellence.

Position Summary 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. The ideal candidate has experience with basic bookkeeping, Excel and customer service. Key Responsibilities 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

Qualifications 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

Ideal Candidate 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.

Worksite address

boca raton, FL, 33428, US

Who can apply

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