Senior Billing & Collection Specialist

ABOUT JUNIPER SQUARE

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We're the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we've built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we're reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we're building a company designed to shape the future of private markets for decades to come.

Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you're energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first https://blog.junipersquare.com/juniper-square-ponders-future-of-office-with-digital-first-hybrid-workplace-strategy/ operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.

ABOUT YOUR ROLE

As Juniper Square continues to expand, our billing complexity has intensified, driven by a tripling of transaction and invoice volumes over the last 18 months. We are seeking a Senior Billing & Collections Specialist to join our team and help navigate this increased scale. In this hands-on role reporting directly to the Billing & Collections Manager, you will collaborate closely with team members to ensure invoice accuracy, manage daily cash application, and provide guidance on invoice processing within Zone.

WHAT YOU'LL DO

- Review customer contracts and correspondence, interpreting ambiguous contract language to determine correct billing treatment

- Process invoices and credit memos for complex or non-standard billing scenarios

- Guide and support teammates on invoice processing workflows within Zone

- Review invoices processed by the team for accuracy before sending out to customers

- Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner

- Perform daily cash application: match incoming customer payments to invoices and post accordingly

- Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed

- Monitor AR aging and flag at-risk balances to the Billing & Collections Manager

- Play a key role in ongoing process improvements and workflow refinement within Zone (project-based work)

- Manage increased workload during peak Fund Admin billing cycles (December, March, June, September)

- Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections

- Comfortable using AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows

QUALIFICATIONS

- At least 4 years of professional billing experience, particularly with intricate billing scenarios

- Proven capability to analyze vague contract terms and determine precise billing consequences

- Practical familiarity with Zone or equivalent NetSuite-native billing software, including the ability to train and guide team members

- Proficiency in cash and payment applications, including matching and posting customer payments against invoices

- Familiarity with Salesforce for navigating and extracting contract, account, and opportunity details

- Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance daily workflows

- Background in collections is advantageous, though the primary emphasis remains on billing mastery

- Collaborative mindset with a strong emphasis on teamwork; comfortable guiding colleagues on workflows without needing a formal title

- Strong interpersonal skills to interact with cross-functional internal stakeholders and a proactive approach to asking clarifying questions

- Prior background in the Services and SaaS sectors is preferred.

- Highly resourceful with the capability to independently investigate an