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Client Billing Assistant

Sacramento-based IT business is looking for a part-time client billing assistant that has worked with ConnectWise Manage, Autotask or similar Professional Services Automation (PSA) tool, like Autotask. We are currently in the process of migrating to a new PSA and will need assistance setting up, automating, and documenting our monthly and periodic billing processes.

Job Responsibilities

  • Review and bill recurring services delivered to clients monthly or as needed.
  • Weekly review of closed PSA tickets and projects. Generate and deliver invoices to clients.
  • Verify proper payment processing and application of payments to invoices.
  • Respond to client billing questions and concerns.
  • Maintain and troubleshoot synchronization issues between the PSA, QuickBooks Online, and ConnectBooster payment processing and merchant account.
  • Maintain and troubleshoot synchronization issues between the PSA and distributors including Pax8, TD Synnex, and Ingram Micro.
  • Review vendor bills to ensure accurate client billing of subscription-related services such as Microsoft 365 and Google Workspace.
  • Meet regularly with management and accounting teams to report known issues and develop solutions.
  • Reviewing & maintaining product database accuracy for billing in PSA.
  • Other accounting and bookkeeping duties as needed.

Availability Requirements

  • Availability to meet virtually as needed between the hours of 8 a.m. – 6 p.m. Pacific Time.
  • The ideal candidate will use a scheduling tool like Calendly, AppointmentCore, or Acuity Scheduling.
  • Experience Requirements
  • 4 years (full-time equivalent) of accounting and finance experience
  • 2 years QuickBooks Online experience. This includes understanding how different apps and programs integrate with QuickBooks.
  • 2 years working with an IT service provider or managed service provider.
  • 2 year of PSA (ConnectWise Manage, Autotask, Syncro) experience
  • ConnectBooster or other billing solution experience.

Desired Skills & Characteristics

  • Extremely computer and technology savvy.
  • Excellent English verbal and writing skills.
  • Self motivated and proactive at solving problems.
  • Process driven. Follows written instructions well and can also create documentation for new processes.
  • Skilled at using Google Workspace tools such as Google Drive.

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About Gravity IT Solutions

Gravity IT Solutions is a privately owned company headquartered in Rocklin, California. Rocklin is part of the Sacramento metropolitan area. The company’s roots and history date back to 2002 but officially became Gravity IT Solutions in 2014. Our ideal client is a business with 4 – 25 everyday computer users that want to outsource all the functions that an IT department normally performs. The company is actively recruiting team members that want to take on the challenge of growing and building a business.