Self Bill Pro

About Self Bill Pro: Self Bill Pro is a rapidly growing startup dedicated to solving one of the most persistent challenges in the employee benefits ecosystem: the complexity of monthly benefits billing. We provide a tech-enabled service where our dedicated team leverages proprietary software to eliminate the administrative burdens of manual invoice audits and costly billing errors. Our mission is to streamline this critical operation, freeing up employers, brokers, and carriers to focus on their strategic priorities. About the Role: The Manager, Client Services is a high-impact, dual-role position responsible for both leading the Client Services team and serving as a primary external stakeholder liaison across clients, brokers, and carriers. This role acts as the front-facing ambassador of Self Bill Pro, ensuring exceptional client experience, resolving escalations, and strengthening partner relationships across the full client lifecycle (pre- and post-sale). Internally, this leader will build, coach, and scale a high-performing team of Client Service Managers while driving consistency, accountability, and operational excellence. The ideal candidate combines strong people leadership, customer success instincts, and deep benefits/industry fluency, with the ability to step into complex client situations and drive resolution with confidence. This is a remote position. Key Responsibilities: Team Leadership & Development - Lead, mentor, and develop a team of Client Service Managers, fostering a high-performance, client-centric culture - Conduct regular 1:1s, provide feedback, and support career growth and skill development - Manage team capacity, workload distribution, and prioritization to ensure consistent service delivery - Play a key role in onboarding and training new Client Service Managers Client Experience & Escalation Management - Serve as the primary escalation point for complex or high-impact client issues - Lead investigations into client concerns, driving resolution with urgency and accountability - Ensure a consistent, high-quality client experience across all touchpoints - Act as a trusted advisor to clients, reinforcing confidence in Self Bill Pro’s services External Stakeholder & Partner Liaison - Serve as a key external-facing partner to clients, brokers, and insurance carriers - Build and maintain strong relationships across stakeholders tied to active client accounts - Support new and existing partnerships, including coordination with carriers on processes such as payment remittance setup - Act as the central point of alignment when issues span multiple external parties Operational Excellence & Process Improvement - Establish and refine client service workflows, standards, and best practices - Identify trends in client issues and proactively implement solutions to improve service delivery - Partner with Implementation, Product, and Operations teams to address root causes and drive continuous improvement - Ensure documentation, training materials, and team processes are maintained and scalable Cross-Functional Collaboration - Partner closely with Implementation, Product, Engineering, and Sales teams to ensure seamless client experience - Provide insights from client interactions to inform product improvements and operational strategy - Align internal teams around client priorities, timelines, and expectations Qualifications: - 5-7 + years of experience in client services, account management, or customer success, preferably within benefits, insurance, or a related industry - 2-4+ years of experience in a people leadership or team lead role - Strong ability to manage client relationships, escalations, and complex issue resolution - Experience working with external stakeholders such as clients, brokers, or carriers - Proven ability to coach and develop team members in a fast-paced environment - Exceptional communication and interpersonal skills, with the ability to navigate high-pressure situations - Strong organizational and problem-solving skills with a proactive, ownership mindset - Ability to balance strategic leadership and hands-on execution Preferred Qualifications - Experience in employee benefits, insurance operations, or billing processes - Familiarity with carrier relationships and benefits administration workflows - Experience in a startup or high-growth environment Why Join Self Bill Pro: At Self Bill Pro, you’ll join a collaborative and ambitious team dedicated to transforming outdated processes through smart, scalable technology. If you are a highly motivated individual with a passion for technology and a desire to make a difference in the employee benefits landscape, we encourage you to apply!

The Client Services Administrative Specialist supports the Client Services team by executing key administrative and data-related tasks that ensure accurate and timely client deliverables. This role plays a critical part in maintaining operational efficiency by following established processes, supporting data workflows, and partnering closely with Client Service Managers. Key Responsibilities: - Support the end-to-end self-bill creation and delivery process, ensuring accuracy and timely completion - Query, validate, and load data files between systems following established workflows and standards - Maintain accurate and well-organized files, documentation, and client records to support operational workflows - Communicate clearly and proactively with the Client Service Manager regarding task status, issues, and discrepancies - Identify and escalate data inconsistencies or process gaps that impact overall workflow accuracy or delivery - Follow SOPs and reference documentation to complete tasks consistently and accurately - Perform basic quality checks on data and outputs prior to delivery - Flag discrepancies or errors identified during quality checks for review and resolution Qualifications: Required Qualifications: - Strong written and verbal communication skills in English, with the ability to collaborate effectively with English-speaking colleagues - Experience in employee benefits, HR operations, or a related field required - Strong technical aptitude with the ability to learn systems and follow structured processes with accuracy - High attention to detail with the ability to maintain accuracy in high-volume, repetitive tasks - Ability to follow SOPs and established workflows with consistency and discipline - Self-motivated, adaptable, and comfortable working in a fast-paced, remote environment - Ability to manage multiple tasks and meet deadlines with minimal supervision - Required shift of US ET business hours (8pm-5am PHT), potential to transition to a second shift (3pm-12am PHT) following onboarding. Preferred Qualifications: - Knowledgebase in file transfer, desktop excel applications - Experience in HR tech, employee benefits, or insurance industry. - Bachelor’s degree in business, Computer Science, Engineering, or a related field is preferred.

About Self Bill Pro Self Bill Pro is a rapidly growing startup dedicated to solving one of the most persistent challenges in the employee benefits ecosystem: the complexity of monthly benefits billing. We provide a tech-enabled service where our dedicated team leverages proprietary software to eliminate the administrative burdens of manual invoice audits and costly billing errors. Our mission is to streamline this critical operation, freeing up employers, brokers, and carriers to focus on their strategic priorities. A Note on Location and Flexibility While Self Bill Pro operates as a remote-first company, this role will work in close partnership with our leadership team based in Ambler, PA. For this reason, we are seeking a candidate in the greater Philadelphia area. The role will be primarily remote, but we encourage occasional in-person collaboration at our Ambler office. We offer significant flexibility in balancing remote and in-office time to foster a productive and connected working relationship. About The Role We are looking for a meticulous, tech-savvy, and proactive Financial Operations Lead to manage our day-to-day financial and administrative functions. In this role, you will be the guardian of our financial data and the backbone of our financial operations. You aren't just "crunching numbers"; you are providing the clarity and accuracy that allows our leadership team to make informed, strategic decisions. Working directly with the CEO and Board of Directors, you will play a key role in providing financial insights that shape the company’s future. This is an ideal role for a professional who thrives in a modern, paperless environment and enjoys the fast-paced, multi-faceted nature of a growing startup. Key Responsibilities - Full-Cycle Bookkeeping: Manage all day-to-day accounting functions, including Accounts Payable, Accounts Receivable, and general ledger maintenance using QuickBooks Online. - Strategic Financial Partnership: Collaborate directly with the CEO and Board of Directors to provide real-time financial insights, trend analysis, and strategic data to support growth and long-term planning. - Reconciliations: Perform monthly bank and credit card reconciliations with high attention to detail to ensure 100% accuracy. - Payroll & Multi-State Tax Management: Coordinate payroll processing and manage employee expense reimbursements. Critically, you will manage payroll tax registrations and compliance in various states and municipalities as our team grows across the country. - Regulatory & Compliance Management: Act as the point of contact for all regulatory and compliance requests. This includes managing business licensing, corporate registrations, maintaining company ownership records, and ensuring we meet all state and local filing requirements. - Financial Reporting: Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow) and provide insights on budget vs. actuals to leadership and the Board. - Administrative & Office Oversight: Manage all incoming business mail, including processing, digital filing, and ensuring time-sensitive documents are routed to the appropriate team members. - Process Optimization: Leverage our internal tools and modern accounting software to automate manual workflows and improve financial efficiency. - Audit Support: Maintain a clean and organized digital filing system to support year-end reviews or audits. Qualifications - 3+ years of professional experience in bookkeeping, accounting, or financial operations, ideally within a startup or professional services environment. - Extensive experience with QuickBooks Online is a must. You should be comfortable navigating advanced features and integrations. - Experience with multi-state payroll and tax registration is highly preferred, given our distributed workforce. - Proficiency with modern financial tech stacks (e.g., Bill.com, Expensify, Gusto, or similar platforms). - Advanced Excel skills (XLOOKUPs, Pivot Tables) and a high level of comfort with digital data management and spreadsheet-based tracking. - Exceptional attention to detail; you are the type of person who spots a $0.01 discrepancy and won't rest until it's resolved. - Strong communication skills and the ability to explain financial data and compliance requirements to leadership and Board members. - Bachelor’s degree in Accounting, Finance, Business, or a related field is preferred. Why Join Self Bill Pro? At Self Bill Pro, you’ll join a collaborative and ambitious team dedicated to transforming outdated processes through smart, scalable technology. If you are a highly motivated individual with a passion for technology and a desire to make a difference in the employee benefits landscape, we encourage you to apply!