ICANotes is a health tech company founded in 1999 and headquartered in Annapolis, Maryland. It provides a cloud-based Electronic Health Record (EHR) and practice management system built exclusively for psychiatry, therapy, and addiction treatment providers.
About the role
As an Accounts Receivable Clerk at ICANotes, you will be responsible for handling customer
billing inquiries via email and phone, collecting and posting customer payments, and updating
customer subscription profiles in Zoho.
What you'll do
- Monitor customer ticket queue and respond to customer inquiries via email and phone
- Analyze customer invoices and adjust as needed
- Resolve discrepancies with customer payments and account information
- Assist in the collections process of past due accounts
- Be open to providing feedback around optimizing internal processes
- Protect the organization's value by keeping information confidential
- Update job knowledge by participating in educational opportunities
Qualifications
- Experience in billing or accounts receivable preferred
- Experience working with CRM tools preferred
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
- Proficiency in billing and accounting software
- Problem-solving skills to address and resolve billing discrepancies
- Expertise in auditing and identifying discrepancies in financial records
- Previous experience in a customer service or customer facing role
- Proficient in PC and data entry skills
- Fluent in English
