About the role
About Clipboard Our mission is to uplift as many communities as possible. We do this through our app-based marketplace that connects healthcare professionals with the workplaces that need amazing workers. This enables hundreds of thousands of people to achieve financial stability for themselves and their families while providing essential care to millions of people across the U.S. Founded in 2016, we are a remote-first team of over 1,000 people building a top Y-Combinator company and have been profitable since 2022. We’re the leader in Long-Term Care staffing and are rapidly expanding into Home Health, Hospitals, and more, meaning we have more work to do than people to do it, and are growing our team to support millions more people and their communities. Excited about what we're building? We'd be grateful if you'd spread the word. If you know a friend, former colleague, or someone exceptional you'd love to work with again, refer them here.
About
the Role The Collections team under Billing is responsible for collecting payments from workplaces (e.g., healthcare facilities). The Billing Representative (BR) is responsible for ensuring that the assigned workplaces pay their invoices quickly and on time. Cash is the lifeline of any company. This is a very critical role to ensure that the cash flows for the company are smooth. The BR will reach out to the workplaces through phone and email to follow up on payments, get a commitment of payment ("promise to pay"), and ensure that the workplaces honor these commitments. The BR will work with the workplaces and the respective internal teams to ensure any roadblocks in collecting the payments are removed.
The role would require a cross-functional collaboration with Billing Disputes, Sales, Customer Support, and other teams to achieve the desired goals.
Responsibilities: Monitor accounts to identify outstanding debts Review previous data for each debt or bill Call and email accounts payable contacts, administrators, and others as needed to ask about their overdue payments and upcoming dues Identify the root cause of non-payment Resolve billing concerns Report on collections update and accounts receivable status Communicate with the sales department to maintain accurate and updated information on client contract and other information Maintain a logs of calls and record any payment updates from the customer Receive new workplace assignments to start contacting the customer to set the relationship up for success, including simply introducing yourself and collect the right information Identify critical accounts and endorse them to managers as needed for proper escalatory measures Build relationships with the workplaces (properly set expectations about our billing policy, explain NET & Dispute Terms, etc.) Build out SMART action plans for delinquent accounts Aim to have a 95% collection rate on a quarterly basis
