Job description

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 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. Preferred Qualifications Bachelor’s degree in Accounting, Finance or related field Pay: The base salary range for this full-time position is $61,410 – $73,689 per year in the United States. This posted range reflects the portion of our internal salary band that is currently funded for new hires in this role across our standard labor markets ( Zones A–B ). For context, these markets include Zone A (e.g., Phoenix AZ, San Antonio TX, Columbus OH, Charlotte NC), Zone B (e.g., Chicago IL, Denver CO, San Diego CA, Houston TX), Zone C (e.g., Los Angeles CA, Seattle WA, Washington, D.C., Boston MA) and Zone D (e.g., San Francisco Bay Area CA, New York City NY, San Jose CA). Within this range, individual pay is determined by work location, skills, experience, and internal equity. We use structured salary bands and geographic zones based on cost of labor to keep pay fair and consistent. Starting base salary for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and great compensation package based on their roles and locations. Your Recruiter can share your geographic zone upon inquiry. Benefits & Perks: In addition to receiving a great compensation package, the compensation package may include, depending on the role, the following and more: Remote-first culture 401(k) savings plan through Fidelity Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance) Paid Time Off ("PTO") and Discretionary Time Off (“DTO") 12 weeks of 100% Paid Parental leave Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies. Work-From-Home reimbursement to support team collaboration home office work Your recruiter will share more about the salary range and benefits package for your role during the hiring process. About Included Health Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com . ----- Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants with arrest or conviction records in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, and California law.

Requirements

Must-haves

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.

Nice-to-haves

ERP system experience (Workday a plus).
Experience with Workday ERP and Salesforce; Looker or another business-intelligence tool is a plus.
Bachelor’s degree in Accounting, Finance or related field

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: lever
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Paid Time Off

Parental Leave