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Client Account Specialist

Corgi· Finance
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Dallas, TX$65k - $85kFull-timePosted 1mo ago

About the role

Hiring a Client Account Specialist to own billing accuracy and the client experience around it, ensuring property managers on the platform receive clear, correct, on-time billing.

Responsibilities

  • Act as the primary billing contact for property managers.
  • Update our Insurance Operating System (IOS) to reflect client requests and changes.
  • Keep billing structures in the IOS accurate.
  • Spot revenue-flow improvements and work with engineering to ship them.
  • Build dashboards that show leadership how billing is performing.
  • Create training videos and tools to improve the client billing experience.
  • Write playbooks for billing support, validation, and troubleshooting.
  • Standardize processes to prevent workflow breakdowns.

Qualifications

  • Sharp attention to detail and a strong instinct for data integrity.
  • Ability to explain technical and billing issues clearly to non-technical people.
  • Proactive, organized, and takes ownership.

Skills

Required:Billing accuracyBilling system administration (IOS)cross-functional collaboration
Nice to have:Data visualizationTraining & playbook creation

Benefits

  • Performance bonuses tied to billing accuracy, CSAT/NPS, and revenue KPIs.
  • Fast-tracked salary growth for strong performers.
Last updated Oct 22, 2026. Interested? Apply on the company site.
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