Revenue Staff Accountant, Included Health

• 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 thrive in a fast-paced, start-up work environment
• Strong understanding of end-to-end billing and quote-to-cash processes in a SaaS, subscription, or usage-based environment
• Experience managing complex customer billing requirements, contract changes, invoice disputes, credits, reconciliations, and billing exceptions
• Experience partnering with Sales, Client Success, Sales Operations, Revenue Operations, FP&A, Accounting, and technical teams
• Experience with Workday ERP and Salesforce; Looker or another business-intelligence tool is a plus
• Working knowledge of GAAP, internal controls, and audit support
• High degree of initiative, professional judgment, professional skepticism, and integrity
• Experience supporting contract setup, implementation, renewals, amendments, expansions, or terminations and translating commercial terms into operational billing requirements
• Ability to coordinate cross-functional implementation handoffs, track open items to resolution, and validate billing readiness before go-live

Desirable

• 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
• 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