Billing Clerk
Billing Clerk
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
REPORTS TO: Billing Supervisor
FLSA STATUS: NonExempt
- Works with Service Account Supervisors and Product Support Managers to ensure accurate customer billing.
- Assists the department with updating and maintaining data within CRM system (e.g. Salesforce).
- Works with customers to obtain purchase orders for final invoicing of work orders.
- Processes a high volume of work orders from job completion to invoice ensuring timeliness proper documentation and a high level of accuracy.
- Troubleshoots customer issues providing recommendations for resolution and escalating as needed.
- Processes PM work order from job completion to invoice.
- Monitors workinprocess (WIP) and attains monthly WIP goals.
- Handles aged receivables by actively pursuing collection of payment for overdue accounts.
- Partners with team members and managers to identify and implement business improvements to achieve ongoing operational efficiencies.
- Works with various branch service departments to finalize work orders and provide consistent and accurate invoices to customers.
- Promotes excellent customer service within and outside of the company.
- Assists with the development and maintenance of process documentation including training and developing the technical and analytical skills of less experienced team members.
- Maintains professionalism on the job at all times.
- Is reliable and punctual in reporting for work as scheduled.
- Performs other duties of a similar nature as required.
- High School Diploma or equivalent. Associate degree in Business Accounting or similar preferred.
- Two or more years of experience in business/customer service environment focused on billing accounting or finance functions.
- Proficiency in Microsoft Office Suite strong emphasis on Excel.
- Prior experience utilizing billing software systems (e.g. QuickBooks Sage).
- Proficiency in using CRM systems (e.g. Salesforce).
- Previous experience in customer service and account resolution preferred.
- Excellent interpersonal communication and negotiation skills with a friendly and empathetic approach.
- Ability to work independently manage time effectively and prioritize tasks.
- Keen attention to detail and accuracy.
- Excellent interpersonal communication and negotiation skills with a friendly and empathetic approach.
- Strong project management and organizational skills.
Employment Type
Full Time
