Billing Specialist, Clio
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
1001+ employees
Company mission
Clio's mission is to build cloud-based and client-centred technology that will transform the legal experience for all.
Role
Who you are
- Bachelor’s Degree in Administration, Accounting, Finance, or a related field
- 1–3 years of experience in billing or administrative roles
- Demonstrable experience with SII processes (preferred)
- Experience with SAAS, ERP systems and payment reconciliation tools
- Knowledge of NetSuite.(preferred)
- Intermediate level of English
- Strong attention to detail and accuracy
- Ability to organize and manage multiple tasks simultaneously
- Effective communication skills
- Problem-solving mindset focused on resolving incidents
- Proficiency in Excel and office tools
- Ability to work collaboratively with multiple departments
What the job involves
- We are looking for a Billing Specialist who will define, execute, and ensure the proper functioning of the company’s end-to-end billing process, including order approval, invoice issuance, collection management (SEPA and credit card payments), and compliance with tax obligations through SII reporting
- The role ensures effective coordination with other departments to resolve issues efficiently and maintain consistency throughout the process
- Review and approve orders in accordance with internal procedures
- Issue accurate invoices within established deadlines for the company’s various subsidiaries
- Manage SEPA direct debit collections and credit card payments, including corresponding reconciliations
- Record, update, and verify data in the management system
- Prepare and submit information to the SII, ensuring regulatory compliance and data accuracy
- Manage inquiries, emails, and incidents related to billing
- Clarify and resolve discrepancies identified by clients
- Coordinate with internal teams to obtain information or validate required data
- Collaborate with the Customer Service Department (SAC) to resolve billing-related tickets
- Coordinate with the Collections team regarding outstanding payments and returned debits
- Communicate with the Sales team to verify commercial terms, pricing, and agreements applicable to billing
- Verify the consistency of information generated and recorded in internal systems
- Identify recurring issues and propose process improvements
- Review internal billing reports, validating information and completed processes
Our take
Modern law firms increasingly manage their work digitally but the lack of a specialised remote solution means that workflows have become fragmented. This leads to legal practice managers having to juggle multiple software solutions across various devices.
Clio provides a legal practice management platform designed for law firms, allowing users to manage billing for legal aid cases, access and manage documents and store files across multiple devices. Whilst other startups are operating in this niche, Clio has uniquely focussed on synchronisation across remote devices and on a wide range of integrations, allowing the user to access information from other industry standard software such as Xero and Klyant from within a single interface.
Clio has raised a large amount of investment capital and benefited from the COVID-era move to cloud technologies. Most recently, it raised a 2024 Series F round, which saw the company attain a valuation exceeding $3 billion. This funding is being used to accelerate AI development and to allow existing investors and employees to cash out their shares.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Company equity
- $500 contribution when you become a parent and/or guardian
- 4-week minimum vacation
- Work from home when you need to (role-specific)
- Parental leave options for moms and dads
- Customizable extended health benefits (including $2000 per year to spend on counseling)
- Wellness programs including an onsite naturopath physiotherapist, and RMT (location-dependent), healthy snacks, and exercise classes
- Pension plans
Company HQ
Burnaby, BC
Leadership
Jack Newton
(Founder & CEO)Experience as Director of Product Development for Chenomx Inc. from 2004 to 2009. Advisor for Logikcull.com, dealcloser, and Athennian.
Rian Gauvreau
(Board Member)Experience developing legal technology for Gowling Lafleur Henderson LLP from 2000 to 2008. Graduated the University of British Columbia with an M.B.A. in Strategic Management in 2011.
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