Job Description

Title: Billing Specialist

Department: Finance

Reports To: Senior Revenue Manager

About PracticeTek

Stop scrolling-your dream job might just be here! At PracticeTek, we don't do ordinary, we do bold ideas, big impact, and endless opportunities to grow. Imagine working with teammates who celebrate your wins, challenge you to think bigger, and cheer you on every step of the way. Imagine building solutions that actually change lives and reshape how healthcare works. That's the vibe here: high-energy, high-impact, and 100% human. Ready to jump in? Let's go!

We're on a mission to revolutionize healthcare practices effortlessly and we live out our brand promise every day: being the Trusted Partner in retail healthcare. PracticeTek is one of the largest retail-healthcare tech providers in North America, offering everything a practitioner would need, from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems, for a whopping 40,000+ clinics worldwide. Over the years, we've brought together the best-in-class platforms that serve the Chiropractic, Wellbeing, Vision and Dental providers and their patients; and we are united by one mission, to revolutionize retail healthcare practices effortlessly. Here, you'll have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whether you're building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity.

We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. These aren't just words; they're how we live, work, and make an impact together.

At PracticeTek, you'll get to:

Shape the future of healthcare with technology solutions that are always evolving to meet real-world needs. Team up with passionate, talented people who care deeply about patients, providers, and making a difference. See your impact firsthand by helping practices deliver care that's simpler, smarter, and better for everyone. Grow your career and your skills in an environment that celebrates curiosity, collaboration, and continuous development.

Why You'll Love It Here

As part of the TekTribe, you'll enjoy:

Comprehensive health, dental, and vision coverage options Wellness benefits that support lifestyle, behavioral health, and overall wellbeing Flexible paid time off, sick time, and 10 company-paid holidays 401(k) plan with company match to help you build your future Culture Committee driving initiatives that spark connection, fun, and belonging A workplace powered by innovation, collaboration, and energy every day

About the Role

We are looking for a Billing Specialist to support sales, sales operations and finance by ensuring seamless quote-to-cash execution. In this role, you will be responsible for processing quotes from Salesforce to Zuora Billing, managing cancellations, migrations, renewals and ensuring accurate order processing. This position requires strong attention to detail, a process-driven mindset, and the ability to work cross-functionally with Finance, Sales, and Customer Success teams.

The position is based in San Diego, CA with a hybrid work schedule (3 days per week in office).

What You'll Do

Here's how you'll help us bring our mission to life and show up as a Trusted Partner:

Quote Management: Ensure accurate and timely processing of quotes from Salesforce to StaxBill and Zuora, validating data and compliance with company policies. Billing Operations: Work closely with Finance to review and process order submissions, upgrades, downgrades and cancellations in StaxBill and Zuora.?Process and track credits, refunds, write-offs, and adjustments in alignment with company policies. Manage chargebacks, coordinating with payment processors and collections team. Cancellations & Migrations: Process and track subscription cancellations and customer migrations, ensuring smooth transitions and accurate invoicing. Data Integrity & Compliance: Ensure all deal data is accurate in Salesforce, StaxBill and Zuora, adhering to revenue recognition and company policies. Process Optimization: Identify areas to improve billing workflows and automation to enhance efficiency. Cross-Functional Collaboration: Partner with Finance, Legal, and Customer Success teams to address billing discrepancies, contract adjustments, and customer account changes.

Areas of Accountability:

The Billing Specialist has responsibility for the following outcomes:

Quote Management:

Ensure accurate and timely processing of quotes from Salesforce to Zuora Billing, validating data and compliance with company policies.

Billing Operations:

Work closely with Finance to review and process order submissions, renewals, and amendments in Zuora.

Cancellations & Migrations:

Process and track subscription cancellations and customer migrations, ensuring smooth transitions and accurate invoicing.

Data Integrity & Compliance:

Ensure all deal data is accurate in Salesforce and Zuora, adhering to revenue recognition and company policies.

Process Optimization:

Identify areas to improve billing workflows and automation to enhance efficiency.

Cross-Functional Collaboration:

Partner with Finance, Legal, and Customer Success teams to address billing discrepancies, contract adjustments, and customer account changes.

What You Bring

Your unique talents are what make you shine. For this role, success looks like:

Experience:

2+ years in a deal desk, sales operations, billing, or order management role within a SaaS company.

Education:

Bachelor's degree in Business, Finance, or a related field preferred.

Ready to Join?

If you're excited to bring your ideas, energy, and expertise to a team that's shaping the future of healthcare, we can't wait to hear from you. Apply today and let's make healthcare simpler, smarter, and Better. Together.

The Fine Print (That Really Matters)

At PracticeTek, we determine compensation by considering market data, internal equity, and each candidate's skills and experience. For this position, we reasonably expect to pay between $24-$26/hr. This role is also eligible for benefits, including health, dental, vision, paid time off, 401(k) with company match, and may be eligible for additional compensation such as bonuses or equity, as applicable.

PracticeTek is an Equal Opportunity Employer that values employees with a broad cross-cultural perspective. We strive to create an inclusive environment, empower employees, and embrace diversity. We encourage everyone to respond. All applicants will receive fair and impartial treatment without regard to race, color, religion, sex, national origin, ancestry, citizenship status, age, legally protected physical or mental disability, protected veteran status, status in the U.S. uniformed services, sexual orientation, gender identity or expression, marital status, genetic information or on any other basis which is protected under applicable federal, state, or local law.

Job Type: Full-time

Pay: $23.00 - $25.00 per hour

Benefits:

401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Referral program Vision insurance
Work Location: Hybrid remote in San Diego, CA 92122