Service Contract Billing Specialist

About the role

The Service Contract Billing Specialist manages the portfolio of service agreements ensuring compliance and accuracy, reports on utilization and interacts with Sales to adjust annually when warranted, performs ticket closeouts, and generates billing invoices in accordance with the customers service plans while monitoring and achieving monthly goals.

Essential Functions

• 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.
• Submit customer invoices using various methods including Excel and third-party websites.
• Meet or exceed minimum required KPI standards for the job:
  • KPI - Process invoices for all orders at a ready for billing status at a department mandated cadence.
  • KPI - Submit all invoices to the respective customer within 24 hours of posting unless otherwise specified by the client.
  • KPI - Reconcile submission of all assigned accounts monthly and notate completion date on checklist.
• Records and processes adjustments to billing components to correctly represent charges to customers by evaluating warranties, etc.
• Processes change order and final billings utilizing internal submission process and thru partnership with Service team
• Communicate with Sales Team and Service Techs to obtain data/information required to perform duties.
• Ongoing monitoring and tracking of internal billing request submissions to ensure completion and notification.
• Support other members of Accounting Team as a backup for multiple functions (e.g. waiver review/completion, contract review)
• Assist with special projects as necessary
• Other duties as assigned by management

Qualifications

• 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

Knowledge, Skills, and Abilities

• Attention to detail.
• Proficient computer skills, including Microsoft Office Suite.
• Intermediate level Excel skills required- must be able to use pivot tables, VLOOKUP's and filters.
• Strong organizational skills.
• Effective oral and written communication skills.
• Experience in Sedona a plus.
• Strong interpersonal and customer service skills.
• Ability to multi-task, work under pressure, and meet deadlines.

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: You'll benefit from 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.

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.