Client Account Specialist
Dallas, TXFull-time$65–85K/yrSeen 1mo agoStill listed 2 days ago
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At a glance
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Job overview
The Client Account Specialist will own billing accuracy and client experience, serving property managers by handling billing inquiries, updating the insurance operating system, ensuring correct billing structures, identifying revenue improvements, building performance dashboards, creating training materials, writing playbooks, and standardizing processes.
Skills & qualifications
Skills
Full job description
We're hiring a Client Account Specialist to own billing accuracy and the client experience around it — making sure every property manager on our platform gets clear, correct, on-time billing. What You'll Do Billing & client support
- Act as the primary billing contact for property managers.
- Update our Insurance Operating System (IOS) to reflect client requests and changes.
Accuracy & revenue
- Keep billing structures in the IOS accurate.
- Spot revenue-flow improvements and work with engineering to ship them.
- Build dashboards that show leadership how billing is performing.
Process & enablement
- Create training videos and tools to improve the client billing experience.
- Write playbooks for billing support, validation, and troubleshooting.
- Standardize processes to prevent workflow breakdowns.
What We're Looking For
- Sharp attention to detail and a strong instinct for data integrity.
- Can explain technical and billing issues clearly to non-technical people.
- Proactive, organized, and takes ownership.
- Comfortable in-person, 5 days/week, in a fast-paced startup.
Compensation & Growth
- Performance bonuses tied to billing accuracy, CSAT/NPS, and revenue KPIs.
- Fast-tracked salary growth for strong performers.
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