Billing Associate at PerfectServe | SaaS Finance Career in Columbus
Career & Market Insight
This Billing Associate role at PerfectServe sits at the intersection of finance operations and health IT SaaS — a niche with strong career longevity as subscription-based healthcare software continues to grow.
Compensation context: At $45,000–$55,000/year, this is on the lower end for billing/AR roles in the US. Glassdoor and PayScale benchmarks put Billing Specialists at $48,000–$65,000 nationally, so the floor is competitive but the ceiling is modest. Candidates with NetSuite and SaaS billing experience may be able to negotiate toward the top of the range.
Skills you'll build:
- SaaS subscription billing and revenue operations — highly transferable to any tech company
- NetSuite, Salesforce, and Zendesk proficiency — marketable enterprise tools
- Contract interpretation and audit support — pathways to AR Manager or Revenue Analyst roles
- AI-assisted reporting workflows — forward-looking skill in finance automation
Green flags: Immediate 401(k) vesting, day-one benefits, remote-first culture, internal advancement explicitly mentioned, and a stable company with $100M+ revenue and consistent industry awards. This signals a mature, financially healthy employer — not a risky startup.
Potential concerns: The salary range is relatively narrow and entry-to-mid level. Candidates targeting rapid salary growth may find progression limited without moving into management or transitioning to a Revenue Operations or Finance Analyst track. Proactively pursuing the "process improvement" and "special projects" aspects of this role is the fastest path to visibility and promotion.
What is PerfectServe?
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.
PerfectServe's mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
- In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
- PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.
At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make an impact — everybody at PerfectServe contributes to important work that moves the business forward.
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
About the Role
We are looking for a detail-oriented, tech-savvy Billing Associate to manage customer billing, resolve inquiries, and support billing operations across multiple entities. The ideal candidate is organized, analytical, and comfortable making independent decisions while navigating complex billing systems.
What You'll Do
- Manage customer billing, invoicing, and new account setup.
- Review contracts to ensure accurate billing.
- Research billing discrepancies, resolve customer inquiries, and process credits.
- Respond to billing and finance requests through Zendesk or similar platforms.
- Prepare monthly billing reports using Excel and AI tools.
- Identify opportunities to improve billing processes and efficiency.
- Support special projects and annual audits as needed.
What We're Looking For
- 3+ years of billing or related experience.
- Strong Excel skills, including PivotTables, VLOOKUP, and XLOOKUP.
- Ability to interpret contracts and manage complex billing requirements.
- Strong critical-thinking, problem-solving, and independent decision-making skills.
- Tech-savvy with the ability to learn and navigate multiple systems.
- Excellent attention to detail, organization, and multitasking skills.
- Strong customer service and communication skills.
- Proactive, self-motivated, and comfortable working independently or with a team.
- Willingness to learn and use AI tools in daily workflows.
Preferred Qualifications
- SaaS or subscription-based billing experience.
- NetSuite experience highly preferred, or familiarity with similar platforms such as Sage Intacct, Microsoft Dynamics 365, SAP, Zuora, or Chargebee.
- Experience with Salesforce and Zendesk.
- Associate degree or higher.
- Technical support experience may be considered, particularly with strong troubleshooting, analytical, and software navigation skills.
Why Join PerfectServe?
At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You'll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation.
We offer a compensation range of $45,000 to $55,000 USD / year, with compensation tailored to your background, strengths, and potential to grow within the team. The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. Compensation will be determined by a combination of factors, including the candidate's experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency.
Benefits:
- Remote-first work environment
- Health, Dental, Vision, Life, and Disability Insurance options available day one
- 401(k) with match and immediately vested
- 17 company holidays, 2 floating holidays, plus competitive paid time off policy
- Internal advancement opportunities
PerfectServe offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe's cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.
Frequently Asked Questions
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