Service Contract Billing Specialist
Join CBX Solutions, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services. At CBX Solutions, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow.
About the role
Compiles data and prepares invoices and bills by performing the following duties.
Responsibilities
- Reads computer files or gathers records such as purchase orders, work orders, and field technicians’ invoices to compile needed data.
- Enters information into accounting software.
- Prepares invoices, listing items sold, amounts due, and dates of shipment.
- Submits customer invoices using various methods including Excel and third-party websites.
- Meets or exceeds minimum required KPI standards for the job:
- Process invoices for all orders at a ready for billing status at a department mandated cadence.
- Submit all invoices to the respective customer within 24 hours of posting unless otherwise specified by the client.
- Reconcile submission of all assigned accounts monthly and notate completion date on checklist.
- Records and processes adjustments to Freight, Sales Tax, or other billing components to correctly represent charges to customers.
- Processes change order and final billings utilizing internal submission process and through partnership with project management team.
- Communicates with Accounting Team and Project Managers to obtain data/information required to perform duties.
- Ongoing monitoring and tracking of internal billing request submissions to ensure completion and notification.
- Supports other members of Accounting Team as a backup for multiple functions (e.g., waiver review/completion, contract review).
- Assists with special projects as necessary.
- Other duties as assigned by management.
Requirements
- Associates Degree preferred, or an equivalent combination of education/experience.
- Minimum of 1-year general accounting experience, preferred.
- Current and valid US driver’s license preferred.
- Must pass pre-employment background check and drug screens.
Skills
- Excellent computer skills, especially Microsoft Office products (Excel, Word, and Outlook).
- Effective accounting system skills and ability to learn and utilize industry-specific software.
- Effective time management, organizational skills, and attention to detail.
- Effective communication skills both verbal and in writing, excellent mathematical skills.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and see. The employee frequently is required to stand; walk; use hand to finger, handle or feel; and reach with hands and arms.
Work Environment
This job operates primarily in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Benefits
- Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
- Work-Life Balance: Generous paid time off for rest, family, and self-care.
- Career Growth: Continuous learning, mentorship, and leadership training including access to CBX University, our in-house development program.
- Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.
CBX Solutions is an Equal Opportunity Employer and a VEVRAA Federal Contractor.