Revenue Staff Accountant

About this role

Included Health is looking for an A/R, Billing & Collections Revenue Staff Accountant to join our growing team. This role will have a primary responsibility of operational areas including all tasks related to customer billing, accounts receivable and collections. Included Health is growing fast and the candidate will be expected to build and improve billing and accounts receivable processes to support this growth. This role reports to the Revenue Manager and requires a significant amount of interaction with senior employees across the company and with outside consultants and partners. This role offers a tremendous opportunity to gain experience with a thriving company that is making a significant impact to improve people’s lives. The role also supports the end-to-end quote-to-cash process by translating customer and contract requirements into clear billing instructions, system setup, and repeatable procedures, while helping resolve billing exceptions and improve the customer billing experience.

Responsibilities

Billing & Accounts Receivable

• Business partner with Revenue Accounting team to ensure monthly accuracy of billings and accruals recorded in the general accounting ledger, including assessment of compliance with relevant revenue recognition guidance

• Regularly follow-up with customers regarding aged accounts receivable balances

• Address inquiries and follow-ups from customers and internal customer success teams

• Analyze collections and assist with developing key metrics to track customer A/R collections

• Review received, reconciled & deposited customer payments

• Work closely with the CSM’s and obtain the support required for prompt invoicing and true-up’s. Be diligent in issuing Credit memos timely.

• Coordinate with CSM to understand changes / modifications required in invoicing.

• Refund liability classification for A/R.

• Support recurring and usage-based billing, including true-ups, credits, adjustments, and billing schedule changes.

• Review and approve invoices and supporting data before release to confirm service periods, usage, pricing, credits, and required documentation are accurate. Occasionally processing and sending.

• Monitor billing exceptions, system errors, unapplied cash, open credits, partitions and reconciling items through resolution.

• Respond to invoice disputes and payment discrepancies, and provide clear explanations of invoice activity, credits, adjustments, billing schedules, and account balances.

• Partner with Sales, Sales Operations, and Client Success on new sales, renewals, amendments, expansions, and terminations to understand and operationalize billing requirements.

• Review contract terms, pricing, billing cadence, usage measures, implementation fees, and other commercial provisions that affect invoicing, and translate them into billing instructions and system setup.

• Support customer account reconciliations, investigate variances, and coordinate corrective actions with internal and customer-facing partners.

Contract Building & Implementation

• Support building new contracts, renewals, amendments, expansions, and terminations by reviewing commercial terms and identifying billing requirements.

• Translate signed contract provisions into customer and contract setup, billing schedules, usage measures, implementation-fee instructions, invoice requirements, and supporting documentation.

• Coordinate implementation handoffs among Sales, Sales Operations, Client Success, Revenue Operations, and Accounting, and track open billing items through go-live.

• Validate contract setup and the first billing cycle against signed terms, pricing, service periods, and customer-specific requirements; identify and escalate gaps before invoicing.

• Maintain contract-to-billing documentation and update procedures or job aids for non-standard billing arrangements.

• Support post-implementation review of billing issues, true-ups, credits, and contract changes, and incorporate lessons learned into process improvements.

Other Duties

• Periodic reporting on Cash payments / collections to leadership and investigate delays.

• Support month-end close processes

• Support audits performed by external auditors and help with pre-audit preparation

• Perform other duties and projects as assigned when needed to support the business operations

Revenue Close, Systems, Controls & Process Improvement

• Support billing-related inputs to monthly and quarterly revenue close, including reconciliations, accrual support, journal-entry preparation, and variance analysis.

• Support review of complex or non-standard billing arrangements to promote accurate billing execution and appropriate revenue treatment.

• Maintain organized support and evidence for internal controls, audit requests, and management review.

• Partner with Workday, Revenue Operations, Data, Engineering, and other technical teams to investigate system issues and improve billing workflows.

• Help document billing requirements, process procedures, control steps, and issue-resolution playbooks.

• Test and validate system or process changes to confirm billing, customer-account, reporting, and revenue impacts are understood before implementation.

• Identify root causes, reduce manual effort, strengthen data quality, and improve visibility into billing status and customer account health.

Requirements

• 2 years minimum of accounting work experience, focused in customer billing and accounts receivable.

• ERP system experience (Workday a plus).

• Excellent verbal and written communication skills.

• Demonstrates deep analytical thinking.

• Must have intermediate to advanced proficiency in Microsoft Excel.

• Ability to deal sensitively with confidential material.

• Highly motivated with the ability to multitask, work independently and meet deadlines while maintaining a high standard of accuracy.

• The ability to manage competing priorities in a dynamic changing environment.

• Ability to…