Billing Specialist
The Billing Specialist is responsible for the accurate and timely processing of customer invoices, payment application, and resolution of billing issues. This role partners cross-functionally with Accounting, Operations, Sales, and Customer Service to ensure efficient billing operations and a positive customer experience.
Key Responsibilities
- Generate, review, and distribute customer invoices accurately and on schedule to support timely payment.
- Partner with Sales and Operations to ensure all products and services are billed correctly and completely.
- Monitor accounts receivable and proactively follow up on outstanding balances.
- Process payments, including credit card and ACH transactions, and maintain accurate records of all activity.
- Investigate and resolve billing discrepancies, disputes, and adjustments in a timely manner.
- Collaborate with Customer Service and internal teams to address billing inquiries and ensure prompt resolution.
- Issue credits and refunds in accordance with company policies.
- Maintain organized and accurate billing records to support audits and reporting.
- Prepare reports on key billing metrics, including aging, collections, and trends.
- Support month-end close by reconciling accounts and providing accurate billing data.
- Ensure compliance with company policies, applicable regulations, and industry standards.
- Stay current on billing practices, tools, and regulatory updates.
- Perform other related duties as assigned.
Qualifications
- Minimum of 1 year of experience in billing, invoicing, or a related financial role.
- Experience with billing or accounting systems (e.g., QuickBooks, SAP, or similar).
- Strong numerical aptitude and attention to detail.
- Ability to identify issues and resolve discrepancies efficiently.
- Effective time management skills with the ability to meet deadlines.
- Customer-focused mindset with strong problem-solving abilities.
- Ability to maintain confidentiality of sensitive financial information.
- Comfortable working both independently and collaboratively.
Preferred Qualifications
- Experience with electronic billing systems and online payment platforms.
- Familiarity with billing regulations and compliance requirements.
- Experience preparing reports and analyzing financial data.
- Strong communication skills, both written and verbal.
- Highly organized with the ability to manage multiple priorities.
Education
- High school diploma or equivalent required.
- Associate or bachelor's degree in Accounting, Finance, or a related field preferred.
