Account & Client Support Specialist

Portiva started in 2009 with our mission to help Doctors and Medical Practitioners manage their practices better. Since then, Portiva has grown from a 3-person operation to one of the largest and most successful Medical and Dental Staff Providing Companies in the United States.
We are looking to expand our internal team with a dedicated member to assist with invoices, and client inquiries related to billing
This is a work-from-home opportunity.
This is a full-time position, 40 hrs a week

Responsibilities include:

Maintain and update timekeeping records regularly and generate timely reports.
Prepare and issue invoices to clients promptly for staffing services
Track payments and follow up on outstanding balances in a timely manner.
Reconcile billing discrepancies and address client concerns efficiently.
Generate and review financial statements, reports, and balance sheets on schedule
Respond promptly to client inquiries related to invoices and payments
Assist employees with payroll questions in a timely and professional manner

Requirements:
Proficiency in Google Sheets, with intermediate knowledge of formulas for reporting purposes.
Experience using QuickBooks for financial management and accounting tasks.
Excellent customer service skills, with the ability to professionally handle client calls and inquiries.

If this sounds like you, please complete this form:
**Upgrade to see actual info

We will ONLY accept applications via the Google form above.

We will contact you within 3-5 days if you fit the requirements.

*Important Note*: Please make sure to check your spam or junk folders for the initial assessment invite. Sometimes, our emails may get filtered, and we wouldn’t want you to miss this important step in the hiring process! If you find our email there, be sure to move it to your inbox and mark it as “Not Spam” to ensure you receive all future emails from us directly in your inbox!

Good luck!