Role Description The Assistant – Billing & Collections will be responsible for maintaining accurate accounts receivable records, following up on failed and outstanding payments, handling chargebacks and disputes, and supporting commission-related adjustments. - Become the team’s trusted source for understanding what has been paid, what remains outstanding, and why. - Take pride in accuracy, act with urgency, communicate confidently with customers, and identify process issues. - Handle sensitive financial, payment, and compensation information with strict confidentiality. Key Responsibilities - Accounts Receivable and Payment Accuracy - Maintain accurate records of customer balances, payments, and outstanding amounts across various payment arrangements. - Monitor failed and overdue payments across multiple payment platforms. - Follow up directly with customers and internal stakeholders until each outstanding payment is collected, escalated, or formally written off. - Manage collections conversations through email, text message, phone calls, and Circle direct messages. - Communicate firmly and professionally with customers regarding missed or failed payments while maintaining a positive relationship. - Regularly reconcile payment platform transactions against internal records to identify and resolve discrepancies promptly. - Chargebacks and Disputes - Manage chargebacks and payment disputes from beginning to end. - Gather relevant evidence, communication records, transaction details, and supporting documentation. - Prepare and submit complete dispute responses before payment platform deadlines. - Maintain clear records of dispute outcomes, refunds, reversals, and related decisions. - Commission Support - Work closely with the Operations Assistant responsible for managing the monthly commission cycle. - Ensure chargebacks, refunds, cancellations, and failed payments are reflected in the appropriate commission clawbacks and adjustments. - Prepare clean, accurate, and well-documented billing data that supports commission calculations. - Help ensure commission figures are finalized accurately and without unexpected adjustments at payout. - Serve as backup support for the commission cycle when needed. - Referral and Affiliate Payouts - Review and process customer referral and affiliate payout requests. - Verify eligibility, confirm payment information, and ensure payouts comply with company policies. - Apply referral and payout policies consistently. - Identify and escalate unusual cases that require management approval or a judgment call. - Systems, Documentation, and Process Improvement - Follow, maintain, and improve written procedures for payment, collection, commission, and payout activities. - Maintain reliable trackers using Google Sheets, Excel, and other operational tools. - Keep a complete and organized paper trail for payment-related decisions. - Identify manual, confusing, repetitive, or error-prone processes and recommend practical improvements. - Support reporting, dashboard, and workflow automation projects already underway. - Help ensure important processes are documented and not dependent on tribal knowledge. - Cross-Functional Coordination - Work closely with the Operations Assistant, Operations Manager, sales managers, setter and dialer teams, and company leadership. - Confirm that payment, refund, cancellation, and commission information is aligned before numbers are finalized. - Escalate payment and collection issues early. - Provide suggested solutions when raising issues rather than only identifying problems. Qualifications - At least 2–5 years of experience in accounts receivable, billing operations, payment processing, collections, bookkeeping support, or a similar finance and operations support role. - Experience working in a subscription, membership, coaching, education, or recurring-payment business is preferred. - Strong understanding of accounts receivable, failed payment follow-up, refunds, chargebacks, payment reconciliation, and collections. - Confident and fluent in spoken and written English. - Comfortable communicating directly with customers about missed or outstanding payments through various channels. - Able to hold firm but professional collections conversations without unnecessarily escalating tension. - Experience using payment platforms such as Stripe, PayVa, or similar systems. - Experience working with CRM platforms such as HubSpot or comparable tools. - Strong Google Sheets or Microsoft Excel skills, including maintaining accurate trackers. - Comfortable working in a fast-moving, Slack-based environment. - Able to learn new software, payment systems, and internal processes quickly. Preferred Skills and Qualities - Exceptional attention to detail, particularly when reviewing numbers, dates, balances, and payment records. - Strong ownership and accountability over assigned responsibilities. - Able to work independently without requiring daily supervision. - Calm, clear, and direct communication style. - Able to explain payment discrepancies to non-finance team members in simple terms. - Comfortable making decisions within established policies and escalating situations when necessary. - Process-oriented but flexible enough to recommend simpler or more efficient approaches. - Proactive problem solver who identifies issues before they become larger problems. - Honest and transparent when mistakes occur. - Highly discreet when handling customer payment data, company financial information, and employee compensation details. - Coachable, resourceful, and comfortable asking thoughtful questions when additional guidance is needed. Tools and Platforms - Stripe - PayVa - HubSpot - Slack - Circle - Google Sheets and Google Workspace - Asana - Aloware Performance Expectations - Every failed payment is contacted, collected, escalated, or written off with approval within three business days of the failed charge. - All chargeback and dispute responses are submitted with complete supporting evidence before the applicable deadline. - Refunds, cancellations, chargebacks, clawbacks, and commission adjustments are recorded accurately and on time. - Payment platform records consistently reconcile with internal trackers. - Leadership can rely on the accuracy of payment and collection reports without needing to personally verify every number. - Team members can easily determine what happened with a payment by reviewing the documented records. Reporting Structure - Reports to: Operations Manager - Financial policy escalations: Director of Operations - Works closely with: Operations Assistant, Operations Manager, Closer Manager, Setter Team, Dialer Team, and company leadership. Benefits - Opportunities for growth and advancement

• Superviser et coordonner les activités de l'équipe. • Maintenir l'efficacité opérationnelle et améliorer les processus. • Garantir la conformité, la ponctualité et la qualité des factures émises. • Analyser les indicateurs financiers clés : suivi des encaissements, des retards de paiement, des litiges et des créances douteuses. • Gérer administrativement son équipe (planning, absentéisme, congé…). • Participer aux actions permettant l’amélioration des indicateurs sociaux (attrition, absentéisme…). • Participer activement à la préparation des comités clients.

Role Description The Collections Representative supports our Collections department in its debt recovery process by contacting debtors to make payment arrangements or determine settlements on behalf of our clients. Must be assertive in pursuing payments in a professional manner and in accordance with FDCPA guidelines. - Initiate collection calls daily - Arrange payments of outstanding balances - Set up payment plans for parties unable to repay their debt in full - Send correspondence regarding delinquent accounts - Provide daily/weekly updates to management - Contact health insurance carriers - Manage a large volume of patient accounts per week - Coordinate with the legal department on skip tracing, asset location, and garnishments - Other duties as assigned - Use, protect and disclose patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards - Understand and comply with Information Security and HIPAA policies and procedures at all times - Limit viewing of PHI to the absolute minimum as necessary to perform assigned duties Qualifications - High School Diploma or equivalent required, Associate’s Degree preferred - Motivated by weekly goals and monthly quotas - Proficiency in Microsoft Office Suite - Strong interpersonal skills, ability to communicate well at all levels of the organization - Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses - High level of integrity and dependability with a strong sense of urgency and results oriented - Excellent written and verbal communication skills required Requirements - Must possess a smart-phone or electronic device capable of downloading applications, for multifactor authentication and security purposes - Physical Demands: While performing the duties of this job, the employee is occasionally required to move around the work area; sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear - Mental Demands: The employee must be able to follow directions, collaborate with others, and handle stress - Work Environment: The noise level in the work environment is usually minimal - Hours are Monday - Friday 9:00 a.m. - 5:00 p.m. with one late night per week (11:00 a.m. - 7:00 p.m.) Company Description Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.

• Process medical insurance claim overpayments identified through data mining efforts. • Post recoveries, process adjustments, and offsets, and conduct collection activities for refund checks. • Validate overpayments based on policy instructions and claim coding details. • Maintain a library with instructions for validating specific audit concepts and client-specific rules. • Assist in identifying process and audit concept improvements. • Perform data entry, tracking correspondence, and generating letters. • Collaborate with internal teams to resolve discrepancies or provider questions efficiently. • Review claims for missing or incomplete information, calculate payment, or validate identified overpayments. • Manage outstanding accounts receivable, contact providers to collect payment, and identify unpaid account issues. • Maintain legal compliance by adhering to company and client policies as well as state and federal regulations. • Prepare basic reports by collecting and analyzing information.