This is a fully in-office role based in Poway, CA, with standard Monday–Friday business hours and occasional overtime during peak billing, filing, or collection periods. You’ll work closely with our Collections, Operations, Accounting, Valuation, and Leadership teams every day.
Right Action — You do what’s needed when it’s needed — proactive outreach on every account, timely follow-up on every invoice, no waiting to be chased.
Pursuit of Excellence — Good enough isn’t enough. You bring the same polish to a routine invoice call as to a difficult one, and you look for better ways to do this job as you go.
Relentless Advocacy — You fight for the client’s experience the same way we fight for their tax appeal — making sure they understand what they won and feel taken care of, not just billed.
Radical Transparency — You have the hard money conversations directly and honestly, rather than avoiding them or softening what’s actually owed.
Lift as We Climb Together — You work as one team with Collections, Billing, and Operations — sharing context, not creating friction.
Own It — You take responsibility for every account on your desk from first contact through to close, and you follow through on what you tell a client.