Who We Are

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Job Summary

Responsible for client invoicing and set up activities, including but not limited to,  new client invoice set up and rate configuration, existing monthly client invoicing and renewals.  Research client invoice inquiries and vendor payment discrepancies.  Interdepartmental and external communication and support regarding invoicing.   Set up and maintain client profiles in our secure portal and assist assist with troubleshooting issues.

Essential Functions/Responsibilities/Duties

• Ensure customers are billed correctly for services
• Issue invoices and distribute them electronically
• Communicate with customers to answer questions
• Keep accurate records
• Prepare and submit invoices
• Great attention to detail
• Excellent ability to organize and coordinate tasks
• Assist other departments in resolution of client / vendor issues
• Understand and document process and controls, systems, workflows, etc.
• Work with third party payment processors
• Train and collaborate with our colleagues and teammates.
• Generate adjustment or credit memos as needed.
• Assist with month end close.
• Ad hoc projects. Perform other job duties as required.
• Bill in multiple systems like Netsuite, El Dorado, Qiclink, GIAS, and Javelina
• Assist in month end closing like customer revenue review and defer revenue allocation.

Education and Experience

• Experince in accounting, finance, business administration or related field
• TPA experience preferred but not required.
• Previous banking and health insurance industry experience preferred
• Ability to take direction and work effectively with leadership
• Proficiency in Windows and advanced Microsoft Excel skills.
• Strong written and verbal communication skills
• Ability to work effectively in a team environment
• Proficient in financial and TPA systems. Netsuite, Qiclink, Javelina experience preferred.
• Strong attention to detail and accuracy in financial reporting.

Required Knowledge, Skills, and Abilities

• Advance Excel skills and profincicy in other Microsoft Office applications.
• Excellent written communication skills.
• Must be detail oriented with strong problem-solving skills.
• Ability to meet critical deadlines in a timely manner.
• Enthusiastic team player mentality.

Your wellbeing comes first:

• Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
• Mental health support and wellness programs designed by experts who get it
• Flexible work arrangements that fit your life, not the other way around

Financial security that makes sense:

• Retirement planning support to help you build real wealth for the future
• Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
• Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage

Growth without limits:

• Professional development opportunities and clear career progression paths
• Mentorship from industry leaders who want to see you succeed
• Learning budget to invest in skills that matter to your future

A culture that energizes:

• People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation
• One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges
• We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results
• Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable

The practical stuff:

• Competitive base salary that rewards your success
• Unlimited PTO policy because rest and recharge time is non-negotiable
• Benefits effective day one—because you shouldn’t have to wait to be taken care of

Ready to create a healthier world while building the career you want? We're ready for you.

No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this role, we'd love to learn more about you.

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $20 to $24 per hour. Note that compensation may vary based on location, skills, and experience. This position is part time and therefore not eligible for benefits.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

#WeAreHiring #PersonifyHealth

Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to talent@personifyhealth.com. All of our legitimate openings can be found on the Personify Health Career Site.