About this Revenue Staff Accountant role at Includedhealth
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
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2 years minimum of accounting work experience, focused in customer billing and accounts receivable.
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ERP system experience (Workday a plus).
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Excellent verbal and written communication skills.
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Demonstrates deep analytical thinking.
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Must have intermediate to advanced proficiency in Microsoft Excel.
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Ability to deal sensitively with confidential material.
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Highly motivated with the ability to multitask, work independently and meet deadlines while maintaining a high standard of accuracy.
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The ability to manage competing priorities in a dynamic changing environment.
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Ability to thrive in a fast-paced, start-up work environment.
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Strong understanding of end-to-end billing and quote-to-cash processes in a SaaS, subscription, or usage-based environment.
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Experience managing complex customer billing requirements, contract changes, invoice disputes, credits, reconciliations, and billing exceptions.
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Experience partnering with Sales, Client Success, Sales Operations, Revenue Operations, FP&A, Accounting, and technical teams.
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Experience with Workday ERP and Salesforce; Looker or another business-intelligence tool is a plus.
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Working knowledge of GAAP, internal controls, and audit support.
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High degree of initiative, professional judgment, professional skepticism, and integrity.
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Experience supporting contract setup, implementation, renewals, amendments, expansions, or terminations and translating commercial terms into operational billing requirements.
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Ability to coordinate cross-functional implementation handoffs, track open items to resolution, and validate billing readiness before go-live.
Preferred Qualifications
The base salary range for this full-time position is $61,410 – $80,388 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–C).
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.
