Included Health is looking for an A/R, Billing & Collections Revenue Staff Accountant to join our growing team. This role will have a primary responsibility of operational areas including all tasks related to customer billing, accounts receivable and collections. Included Health is growing fast and the candidate will be expected to build and improve billing and accounts receivable processes to support this growth. This role reports to the Revenue Manager and requires a significant amount of interaction with senior employees across the company and with outside consultants and partners. The role also supports the end-to-end quote-to-cash process by translating customer and contract requirements into clear billing instructions, system setup, and repeatable procedures, while helping resolve billing exceptions and improve the customer billing experience.

Billing & Accounts Receivable

Business partner with the Revenue Accounting team to ensure monthly accuracy of billings and accruals recorded in the general accounting ledger, including assessment of compliance with relevant revenue recognition guidance.
Regularly follow up with customers regarding aged accounts receivable balances.
Address inquiries and follow-ups from customers and internal customer success teams.
Analyze collections and assist with developing key metrics to track customer A/R collections.
Review received, reconciled & deposited customer payments.
Work closely with CSMs and obtain the support required for prompt invoicing and true-ups. Be diligent in issuing credit memos timely.
Support recurring and usage-based billing, including true-ups, credits, adjustments, and billing schedule changes.
Review and approve invoices and supporting data before release to confirm service periods, usage, pricing, credits, and required documentation are accurate.
Monitor billing exceptions, system errors, unapplied cash, open credits, partitions and reconciling items through resolution.
Respond to invoice disputes and payment discrepancies, and provide clear explanations of invoice activity, credits, adjustments, billing schedules, and account balances.
Partner with Sales, Sales Operations, and Client Success on new sales, renewals, amendments, expansions, and terminations to understand and operationalize billing requirements.
Review contract terms, pricing, billing cadence, usage measures, implementation fees, and other commercial provisions that affect invoicing, and translate them into billing instructions and system setup.
Support customer account reconciliations, investigate variances, and coordinate corrective actions with internal and customer-facing partners.

Contract Building & Implementation

Support building new contracts, renewals, amendments, expansions, and terminations by reviewing commercial terms and identifying billing requirements.
Translate signed contract provisions into customer and contract setup, billing schedules, usage measures, implementation-fee instructions, invoice requirements, and supporting documentation.
Coordinate implementation handoffs among Sales, Sales Operations, Client Success, Revenue Operations, and Accounting, and track open billing items through go-live.
Validate contract setup and the first billing cycle against signed terms, pricing, service periods, and customer-specific requirements; identify and escalate gaps before invoicing.

Other Duties

Periodic reporting on cash payments / collections to leadership and investigate delays.
Support month-end close processes.
Support audits performed by external auditors and help with pre-audit preparation.

Requirements

2 years minimum of accounting work experience, focused in customer billing and accounts receivable.
ERP system experience (Workday a plus).
Excellent verbal and written communication skills.
Demonstrates deep analytical thinking.
Must have intermediate to advanced proficiency in Microsoft Excel.
Ability to deal sensitively with confidential material.
Strong understanding of end-to-end billing and quote-to-cash processes in a SaaS, subscription, or usage-based environment.
Experience managing complex customer billing requirements, contract changes, invoice disputes, credits, reconciliations, and billing exceptions.
Experience partnering with Sales, Client Success, Sales Operations, Revenue Operations, FP&A, Accounting, and technical teams.
Experience with Workday ERP and Salesforce; Looker or another business-intelligence tool is a plus.
Working knowledge of GAAP, internal controls, and audit support.

Preferred Qualifications

Bachelor's degree in Accounting, Finance or related field.

The base salary range for this full-time position is $61,410 – $73,689 per year in the United States. This posted range reflects the portion of the internal salary band currently funded for new hires in this role across standard labor markets (Zones A–B).

Benefits & Perks

Remote-first culture
401(k) savings plan through Fidelity
Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
Paid Time Off ("PTO") and Discretionary Time Off ("DTO")
12 weeks of 100% Paid Parental leave
Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies
Work-From-Home reimbursement to support team collaboration home office work

About Included Health

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We're on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical.

Accounts Receivable Staff Accountant