Payment and Billing Coordinator

Accountabilities: Prepare, generate, and issue accurate client invoices using Clio, following established billing procedures and approved templates. Review billing information carefully before invoices are issued, ensuring accuracy, completeness, and consistency. Maintain accurate, organized, and up-to-date client billing records and financial documentation within Clio. Monitor outstanding invoices, track payment statuses, and follow up on overdue balances to support timely collections. Communicate professionally with clients by email and phone regarding invoices, outstanding payments, account balances, and available payment options. Respond to routine billing inquiries and escalate complex questions or matters outside the scope of the role to the appropriate team members. Review expenses associated with client matters and maintain accurate expense records. Track expense deadlines, payment due dates, and outstanding items, proactively flagging upcoming or overdue payments. Coordinate with internal teams to obtain missing information or clarification needed to process expenses and complete billing activities. Identify billing discrepancies, incomplete documentation, or inconsistencies and ensure they are promptly communicated to the relevant stakeholders. Protect confidential client information and sensitive financial records, maintaining discretion and professionalism at all times. Provide additional billing and administrative support to contribute to efficient daily operations and ensure recurring tasks are completed on schedule. Requirements: At least 1 year of previous experience in billing, accounts receivable, administrative support, or a similar position. Previous experience working in a law firm or professional services environment is an advantage. Familiarity with Clio or comparable legal practice management and billing software is preferred. Proficiency in data entry, invoice preparation, document management, financial recordkeeping, and general administrative tasks. Practical knowledge of billing procedures, accounts receivable support, expense monitoring, and payment tracking. Strong attention to detail and the ability to review financial information accurately while identifying discrepancies or missing documentation. Excellent organizational and time management skills, with the ability to manage recurring responsibilities, prioritize tasks, and meet deadlines independently. Professional written and verbal communication skills in both English and Spanish. Confidence communicating with clients by email and phone about invoices, outstanding balances, payments, and payment arrangements. Strong customer service and payment follow-up skills, with the ability to handle sensitive financial conversations empathetically and professionally. High levels of dependability, accountability, discretion, and professionalism when managing confidential client and financial information. Proactive problem-solving abilities, with a willingness to ask questions, seek clarification, and follow through on outstanding matters. Ability to work independently with minimal supervision in a fully remote environment. Availability to work Monday through Friday, from 8:00 AM to 5:00 PM Eastern Time (EST/EDT). Ability to maintain a reliable remote working setup and manage a light-to-moderate volume of client calls. Benefits: Monthly salary: $1,015 to $1,100 USD. Competitive compensation: Additional opportunities for bonuses. Paid time off: Access to paid leave to support work-life balance. Parental leave: Benefits to support employees and their families. Fully remote position: 100% home-based working arrangement. Full-time employment: Long-term career opportunities with professional stability. Professional development: Access to training and opportunities to strengthen your skills. Dedicated team support: Ongoing guidance and collaboration throughout your employment. Values-driven environment: Opportunity to work with clients and teams whose values align with your professional approach.