Regional Billing Specialist

Summary/Objectives

The Regional Billing Specialist processes sales and leasing contracts, uses financial software to accurately bill equipment, sets up cycle invoicing records in a timely manner, calculates credits; all with a high level of attention to detail, and in accordance with all policies and procedures. They will work with clients to ensure accurate and timely invoicing through billing software, Excel, and other methods.

Essential Functions

• Plan day / time-management of paperwork.
• Process incoming sales orders from specified regions of business, and ensure all necessary paperwork is included.
• Working familiarity with customized contract terms and conditions, company policies and procedures, and how to enforce them.
• Set up new customer account records and correct existing accounts when necessary.
• Set up computer billing of contracts with a high level of attention to detail.
• Set up customized account billing using spreadsheet tools for certain specified customers in certain regions.
• Routine quality assurance checks of computerized contract billing and customized account billing.
• Determine when credit memos are needed; calculate and issue credit memos.
• Research billing disputes and determine appropriate actions needed to correct issues.
• Effectively communicate with customers, both internal and external, by phone and email, answering questions with confidence and accuracy.
• Process customer data changes, and make filing entry of actions taken.
• Make necessary outgoing calls to obtain meter readings necessary for billing.
• Calculate estimated meter readings when actual data are unavailable.
• Process, maintain and/or complete various other duties within the accounting department.
• Flexibility to learn and adapt to new aspects of billing as the specialty functions of the company continue to expand.

Skills

• Data Analytics
• MSSQL
• Microsoft Excel
• Problem Solving
• Customer service
• Multitasking
• Written Communication

Supervisory Responsibility

None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc. Work is done entirely on computer software systems for billing and data management.

Physical Demands

Long periods of sitting

Position Type/Expected Hours of Work

Full time M-F position; occasional overtime required at certain pre-determined points of month.

Travel

None required; possible annual trip to specified region/branch of business

Required Education And Experience

High school diploma

Preferred Education And Experience

Batchelor's degree

Previous billing/Excel experience highly desired