7 results for Proposal Specialist in Carlsbad, CA

Collections Specialist

Tustin, CA
onsite
Temporary
27 - 29 USD / Hourly
We are looking for a dedicated Collections Specialist to join our team in Tustin, California. In this long-term contract position, you will play a key role in ensuring the timely collection of payments and maintaining strong relationships with clients. Your expertise in handling billing functions and resolving discrepancies will contribute to the efficiency and success of our operations. Responsibilities: • Conduct daily outreach to clients for payment collection and account follow-ups. • Negotiate and establish payment plans with clients to resolve outstanding balances. • Accurately post payments to accounts and ensure proper documentation. • Investigate and resolve billing discrepancies to maintain account accuracy. • Collaborate with internal teams to address client concerns and improve collection processes. • Monitor account statuses and prepare reports on collection activities. • Maintain compliance with company policies and industry standards during all collection efforts. • Build positive relationships with clients to encourage timely payments and maintain trust. • Identify and escalate complex cases to management as necessary.
2026-03-05T00:00:00Z

Collections Specialist

Oceanside, CA
onsite
Temporary
26 - 28 USD / Hourly
A growing healthcare services organization in Oceanside is seeking a compassionate but firm Collections Specialist to manage patient and insurance receivables. The ideal person is patient, detail-oriented, and comfortable navigating billing systems, EOBs, and insurance portals. If you enjoy investigative work, problem-solving, and helping patients understand their balances, this is an excellent long-term role. What You’ll Do<ul><li>Contact patients and insurance providers regarding outstanding balances</li><li>Review EOBs, remits, and denial codes to determine next steps</li><li>Follow up on rejected claims, billing discrepancies, and incomplete submissions</li><li>Update patient accounts, insurance info, and billing notes with strong accuracy</li><li>Coordinate with Billing, Front Desk, and Clinical teams to resolve claim issues</li><li>Set up payment plans, process patient payments, and manage hardship arrangements</li><li>Prepare weekly aging reports, collections status updates, and month-end summaries</li><li>Support insurance re-submissions, corrections, and appeals processes</li><li>Maintain professionalism and empathy during patient financial discussions</li></ul>
2026-03-03T00:00:00Z

Collections Specialist

Carlsbad, CA
onsite
Temporary
25 - 27 USD / Hourly
Robert Half is partnering with a well-established manufacturing & distribution company in Carlsbad that is expanding their credit and collections team. They’re seeking a Collections Specialist who is confident, persistent, and professional — someone who enjoys digging into aging reports, resolving discrepancies, and building relationships with customers to maintain healthy cash flow. This role offers visibility across accounting, operations, and sales in a collaborative environment where communication and follow-through are essential. What You’ll Do<ul><li>Manage a high-volume collections portfolio for domestic and international customers</li><li>Conduct proactive outreach via phone, email, and customer portals to resolve past-due balances</li><li>Investigate short pays, deductions, chargebacks, and unapplied cash with accuracy</li><li>Review and reconcile AR aging, apply payments, research variances, and resolve account discrepancies</li><li>Work cross‑functionally with Sales, Customer Service, and Shipping to confirm order status, credits, and disputes</li><li>Maintain detailed notes, documentation, and follow-up logs to support reporting needs</li><li>Process credit memos, write-offs, adjustments, and payment plans as needed</li><li>Support month-end: aging reports, collections metrics, cash forecast support, and SOX-lite documentation</li><li>Assist with credit checks, new customer setup, and risk evaluations</li></ul>
2026-03-03T00:00:00Z

Operations Specialist

Carlsbad, CA
onsite
Temporary
28 - 32 USD / Hourly
A fast‑scaling consumer products/e‑commerce brand in Carlsbad is hiring an analytical, systems‑savvy Operations Specialist to connect the dots between Sales Ops, Supply Chain, and Finance. You’ll help keep orders flowing, inventory accurate, and reporting tight—ideal for someone who loves process, data, and cross‑functional problem‑solving.What You’ll Do<ul><li>Manage order-to-cash workflows: order validation, EDI exceptions, allocations, and release timing.</li><li>Monitor inventory health (available‑to‑sell, backorders, aging, safety stock); coordinate with Purchasing on replenishment.</li><li>Investigate shipment exceptions, RMAs, and claims; partner with 3PL on resolutions.</li><li>Maintain product, pricing, and customer master data; ensure clean, audit‑ready records.</li><li>Build dashboards/reports (fill rate, OTIF, returns, margin) with insights and action items.</li><li>Support process improvement: SOPs, automation opportunities, and cross‑team handoffs.</li><li>Liaise with Finance on accruals, landed cost issues, chargebacks, and month‑end reconciliation support.</li><li>Assist with new channel launches, portal setups, and promotional calendar readiness.</li></ul>
2026-03-02T00:00:00Z

Account Specialist

San Diego, CA
onsite
Temporary
25 - 28 USD / Hourly
Our client, a respected nonprofit organization, is seeking an Account Specialist to join their team. This role is ideal for individuals passionate about mission-driven work and skilled in managing financial transactions and supporting accounting operations. Key Responsibilities:<ul><li>Process accounts payable and accounts receivable transactions, ensuring accuracy and timeliness</li><li>Maintain and reconcile financial records, including ledgers and bank statements</li><li>Support preparation of budgets, grant tracking, and financial reports as needed</li><li>Assist with monthly and year-end closing procedures</li><li>Communicate regularly with internal teams and external partners regarding financial matters</li><li>Ensure compliance with nonprofit accounting standards and organizational policies</li></ul>
2026-02-26T00:00:00Z

Account Specialist

San Diego, CA
onsite
Temporary
30 - 34 USD / Hourly
Our client, a cutting-edge leader in the biotech sector, is seeking an experienced Account Specialist to support their financial operations. This is an exciting opportunity to work in a fast-paced and innovative environment where precision and initiative drive success. Key Responsibilities:<ul><li>Manage and process accounts receivable and accounts payable transactions</li><li>Reconcile invoices, statements, and account records</li><li>Monitor outstanding balances and follow up on payment discrepancies</li><li>Maintain up-to-date and accurate customer and vendor account information</li><li>Assist with month-end closing activities and financial reporting</li><li>Collaborate with cross-functional teams to resolve account-related issues</li><li>Support the finance department with special projects and process improvements</li><li>Ensure compliance with company policies and procedures</li></ul>
2026-02-26T00:00:00Z

Billing Specialist

Solana Beach, CA
onsite
Temporary
25 - 30 USD / Hourly
A well-established healthcare services organization in Solana Beach is seeking a highly organized and detail-driven Billing Specialist to oversee complex billing cycles and ensure accurate revenue capture. This role requires someone who understands compliance, documentation standards, and the importance of precision in a regulated environment.You will serve as a key liaison between operations, accounting, and clients to ensure invoices are accurate, timely, and fully supported. Key Responsibilities<ul><li>Prepare, review, and submit detailed invoices based on service documentation</li><li>Verify billing accuracy against contracts and rate schedules</li><li>Research and resolve billing discrepancies and client inquiries</li><li>Post payments and reconcile accounts</li><li>Monitor aging reports and assist with light collections follow-up</li><li>Maintain accurate digital documentation and billing records</li><li>Support month-end revenue reporting and reconciliations</li><li>Collaborate with accounting and operations teams to improve billing workflows</li></ul>
2026-02-18T00:00:00Z