Role Description The Billing Specialist plays a critical role in maintaining healthy cash flow and supporting the sales process by managing customer billing, collections, payment processing, and financial recordkeeping. This position works closely with the sales team and bookkeeper to ensure accurate invoicing, timely collections, commission tracking, and exceptional customer service throughout the payment process. Essential Duties and Responsibilities - Accounts Receivable Management - Monitor outstanding customer balances and maintain accurate accounts receivable records. - Conduct daily follow-up on overdue and declined payments via phone, email, and text. - Resolve billing questions and payment issues in a professional and timely manner. - Negotiate and implement modified payment schedules when appropriate. - Document all collection activities and customer communications. - Billing & Invoicing - Generate invoices for products, services, and additional work requested by customers. - Ensure invoices are accurate and sent promptly. - Process customer payments through the company's payment processing platform. - Maintain organized billing records and supporting documentation. - Sales Team and Operational Support - Assist the team with payment processor setup and customer financing/payment options. - Provide administrative support related to customer accounts and payment status. - Coordinate with sales representatives to ensure a smooth customer billing experience. - Commission Administration - Track sales commissions and maintain accurate commission records. - Verify commission calculations and prepare reports for management and payroll. - Bookkeeping Support - Organize and file receipts and supporting financial documentation. - Assist the bookkeeper by maintaining accurate financial records and documentation. - Communicate discrepancies promptly. - Support month-end record preparation as needed. Qualifications - Experience in billing, accounts receivable, bookkeeping, or administrative accounting preferred. - Strong customer service and communication skills. - Comfortable making collection calls and following up consistently with customers. - Excellent organizational skills and attention to detail. - Ability to manage multiple priorities in a fast-paced environment. - Proficiency with accounting software, payment processing systems, and Microsoft Office or Google Workspace. - Ability to maintain confidentiality and handle sensitive financial information professionally. Preferred Skills - Experience with payment processing platforms. - Knowledge of basic accounting principles. - Experience tracking commissions. - Familiarity with CRM and invoicing software. - Strong problem-solving and conflict resolution skills. Work Environment - This is a remote position performed from a dedicated home office. - Employees must maintain: - A reliable computer capable of running Microsoft 365 and other required business applications. - High-speed internet with dependable video conferencing and telephone capabilities. - A quiet, private workspace free from regular distractions. - Availability and responsiveness during normal business hours in the Central Time Zone, including participation in virtual meetings and timely communication with clients and team members. Physical Demands - Ability to remain in a stationary position (sitting or standing) for extended periods during the workday. - Ability to use a computer, keyboard, mouse, and telephone for prolonged periods. - Ability to communicate effectively verbally and in writing, including participating in video conferences. - Ability to type accurately and efficiently to perform essential job functions. Company Description Please review this Vivid Vision and prepare to answer questions connecting your role to the statement: Champion Tax Relief — Vivid Vision Our Goal by 2029: The absolute #1 company for small business owners to resolve their IRS back tax problems. - Recognized as the #1 leader in solving business owners’ back tax problems — by the accounting profession and by our clients. Who We Serve: While most tax resolution companies service the mass market in a cookie-cutter way, our firm services only the most complex IRS back tax problems — specifically for self-employed people and small business owners. - Most of our clients owe a minimum of $100,000 in back taxes, haven’t filed in years (often with no records to file with), and the IRS is knocking at their door. - Clients come to us because we are so specialized — and because we deliver results others simply can’t. - The work we do directly impacts people’s livelihoods. It protects their finances, their businesses, their marriages, and gives them a newfound path forward that has eluded them for years. Our Culture: Work hard, enjoy it while we do. - People feel respected working here — their opinions matter. We aren’t looking for “yes men.” - A-player only environment. If you can make things happen on your own, you’re a great fit. - We strongly value our employees. How we treat our team directly relates to the results we bring to clients. - Self-motivated, entrepreneurial individuals who want greater responsibility and autonomy — and who can self-manage. - The company runs autonomously — systems and personnel so solid that everything gets done, right, the first time. - Excellent systems. We’ve been around the block, and we know exactly what’s needed to deliver for our clients. Code word: Apricot - Core Values: - Entrepreneurial Attitude — We solve problems, figure out how to make things better, and take joy in continuous improvement. - Self-Managed — We get stuff done without needing someone to keep on top of us. - Excellent in Our Work — We are mindful of the great trust our clients place in us, and we do a great job for them. - Grow Big, Act Small - Respect Everyone - Have Fun

Retention Specialist / Accounts & Billing (must reside in Florianópolis) WHO WE ARE Duda, the premier website builder for web professionals, marketing agencies and Vertical SaaS companies, serves small businesses through partnerships with major tech and media giants like GoDaddy, TripAdvisor, and ZenBusiness. Duda is a profitable business; our platform has powered over 1 million websites, and we’re backed by $100 million investment from notable investors. A DAY IN THE LIFE Do you measure your success by the success of your customers? At Duda (www.duda.co) we are driven by our desire to empower our customers with the most innovative and efficient tools for creating, managing and cultivating the online presence of their SMB customers. We are looking for a Retention Specialist / Accounts & Billing, focused on Accounts, Billing, & Retention. This person will manage a portfolio of agency customers, supporting account growth, renewals, billing, customer success, and retention initiatives. This role combines handling inbound support inquiries related to accounts and billing, customer relationship management, commercial negotiations, and operational excellence to deliver an exceptional customer experience while driving long-term customer value. If you are passionate about helping customers, demonstrating value, and driving product adoption, then this is the perfect opportunity for you! WHAT YOU’LL DO - Handle support inquiries from SMB, Mid-Market, & Agency customers related to renewals, account changes, billing, pricing, and retention. - Identify churn risks and proactively engage customers before renewal. - Negotiate renewals, custom pricing, contract amendments, and migration strategies. - Identify expansion opportunities through plan upgrades, add-ons, and new Duda products. - Handle complex billing inquiries, subscription management, contract interpretation, invoice disputes, and exception requests. - Partner closely with Sales, Support, Finance, and Legal to resolve customer issues. - Advocate for customers while balancing company policies and goals. - Create & improve internal playbooks for recurring customer scenarios. - Analyzing data and leveraging it to influence decisions & identify clear narratives and opportunities. As part of our Customer Success team, you will also help drive product adoption, share best practices, and implement growth and optimization strategies to drive maximum value and success with new and existing Duda customers. WHO YOU ARE - 2+ years in Customer Success, Account Management, Retention, Customer Operations in a SaaS or software company. - A self-starter who is willing to take on whatever the team needs. - Excellent negotiation and conflict resolution skills. - Commercial mindset with the ability to balance customer satisfaction and business objectives. - Comfortable managing complex customer conversations involving contracts, billing, pricing, and renewals. - Strong written and verbal English communication skills. - Highly organized with excellent documentation habits. - Ability to prioritize multiple customer requests in a fast-paced environment. - Experience working cross-functionally with Product, Finance, Engineering, and Sales. - Experience with Salesforce, Zendesk, Google Workspace, HubSpot, or similar CRM platforms is a plus. - Experience supporting agency or B2B SaaS customers is preferred. Location & Work Model Candidates must reside in Florianópolis to align with our team collaboration needs and occasional in-person meetings. Application Instructions Please submit an English version of your resume when applying. Interviews will be conducted in English to align with our global communication standards. Why Duda? At Duda, we value creativity, innovation, and collaboration. You’ll have the opportunity to work with a dynamic, talented team, contributing directly to the success of our global support organization. We believe in empowering our people to achieve their best work and create exceptional customer experiences. Duda is an equal opportunity employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or any other personal characteristic. If you have a disability or special need that requires accommodation to navigate our careers site or to complete the application process, please contact accommodations@duda.co. Want to learn more about Duda? Check us out here!

Role Description The Accounts Receivable (AR) Aging Specialist is responsible for managing and resolving outstanding insurance and patient accounts to ensure timely reimbursement and reduce aging accounts receivable. This role works directly with payers, practices, and internal teams to investigate claim issues, resolve denials, identify underpayments, and drive account resolution while maintaining productivity and quality standards. Primary Responsibilities: - AR Management - Review and work assigned AR inventory daily. - Analyze unpaid, underpaid, and denied claims. - Identify root causes of outstanding balances and take appropriate action. - Submit corrected claims, appeals, reconsiderations, and supporting documentation as needed. - Follow up with insurance carriers regarding claim status and payment delays. - Resolve patient and insurance balances within established aging guidelines. - Document all account activity accurately and thoroughly. - Denial Management - Investigate denial trends and identify opportunities for process improvement. - Research payer policies and billing guidelines. - Prepare and submit appeals within payer filing deadlines. - Escalate recurring denial issues to leadership when appropriate. - Payment Variance Resolution - Research underpayments and contractual discrepancies. - Identify payer reimbursement issues and coordinate resolution. - Monitor outstanding recoupments and refund requests. - Collaboration - Partner with Billing, Cash Posting, Patient Collections, Credentialing, and Practice Operations teams. - Participate in practice meetings and account reviews as assigned. - Communicate account issues and trends to leadership. - Quality & Compliance - Maintain compliance with payer regulations, HIPAA requirements, and company policies. - Ensure all account activity is documented accurately. - Participate in quality assurance reviews and coaching sessions. Qualifications - High School Diploma or GED required - 3-5 years of Vision medical billing, AR, collections, or denial management experience - Experience working with commercial, Medicare, Medicaid, and vision insurance preferred - Knowledge of EOBs, ERA remittances, claim appeals, and payer follow-up processes - Strong analytical and problem-solving skills - Proficient in Microsoft Office, including Excel - Excellent written and verbal communication skills Requirements - Ophthalmology or Optometry revenue cycle experience only - Multi-location healthcare experience - Experience with OfficeMate, RevolutionEHR, Eyefinity, Compulink, AcuityLogic, or similar practice management systems

Role Description The Contracts Specialist is responsible for reviewing, drafting, negotiating, and managing a broad range of contracts that support the organization's business operations. Working closely with attorneys and business stakeholders, this role facilitates the contract lifecycle from intake through execution while ensuring timely reviews, accurate documentation, and adherence to established legal processes. - Draft, negotiate, red-line, finalize and manage various commercial contracts, including but not limited to: - Master services agreements - Non-disclosure agreements - Licenses - Cooperation agreements - Handle contract review process from initial request through contract execution. - Knowledge of key components found in commercial contracts, including: - Indemnity - Insurance - Limitations of liability - Consequential damages - Warranty - Risk of loss - Delivery and acceptance - Force majeure - Payment provisions - Work in close collaboration with business teams to ensure timely review and execution of contracts. - Provide guidance to PMI employees regarding contract workflows, standard language and clauses, and support around timing for review of contracts. - Participate on inter-departmental project teams as the Legal Department representative and contracts subject matter expert. - Resolve internal contract-related issues that may impact the organization’s commitments to external stakeholders. - Engage and obtain approval from the Director of Legal Services or General Counsel when compromise is required. - Perform contract administration activities to support the efficient operation of the contracting function. - Identify opportunities to improve contract processes and user experience. - Ensure accurate and timely updating of records of documents and agreements related to contracts. Qualifications - Bachelors’ Degree in Business or Communications or other relevant area of study. - Paralegal certification and experience desirable. - Law firm or in-house legal department experience required. - Minimum of three years’ experience in contract review and development work. - Five plus years of contract review and contracts management experience desirable. - Demonstrated successful experience with high quality, high volume contract processing. Requirements - Demonstrated knowledge and skill in drafting and negotiating commercial contracts. - Solid experience and skills using Microsoft Office applications; advanced Microsoft Word skills required. - Experience using a Contract Lifecycle Management (CLM) platform to support commercial contracting workflows required; experience with Icertis and Jira strongly preferred. - Strong analytical and problem-solving ability. - Sound understanding of contract law. - Ability to interpret and apply policy and established standards consistently. - Self-starter with the ability to independently conduct assigned work with minimal supervision. - Strong interpersonal, written and oral communications skills; excellent command of the English language. - Ability to accurately proof-read documents. - Highly developed organization skills and attention to detail. - Travel up to 5%. Benefits - An excellent total package, with compensation and benefits based upon your geographic location. - Skill development opportunities to help you grow now and into the future. - Access to a global network to enrich your professional experience. - Flexible options to help balance work time and personal time. - Award and bonus opportunities.