Employee is responsible for assisting the Billing Specialist with all billing related matters including, but not limited to creating and sending group client invoices, making crucial updates to invoices upon request and assisting clients with billing related questions. This role is an important role as payments are dependent on the accuracy of the invoices sent to clients. Employee is also responsible for reviewing and processing standard contracts and customer orders under the supervision of the Manager. This aspect of the role is also important as revenue depends on the prompt and accurate processing of group customer contracts and orders.
What You'll Do
Assists the Billing Specialist with invoice processing, reviewing all pertinent documents related to orders so that accurate invoices can be created and sent to clients
Creates invoices and sends them to clients via email using Salesforce system, and via online AP systems based on client needs
Corrects any errors and discrepancies on invoices, including sending balance due invoices if needed.
Updates billing addresses and invoicing contact info as needed
Handles phone calls or questions from clients or co-workers related to billing
Works closely with Accounts Receivable to ensure our invoice records are accurate
Handles billing cases from clients (internal and external).
Responsible for documenting invoicing portal work instructions to ensure that invoice portals are thoroughly documented and to serve as a backup to the Billing Specialist on the invoicing portals.
Assists with order processing on an as needed basis, reviewing agreements and supporting documentation related to opportunities/quotes so that accurate orders can be processed
Follows up with clients to track down POs needed to properly invoice clients.
Assists with Contracting as needed, sending, and reviewing standard contracts to clients under the supervision of the Manager.
Completes vendor-related forms for clients upon request.
Completes refund requests for clients upon request.
Reviews client tax exemption certificates and processes exemption status in Salesforce system
Other projects and tasks as assigned by Manager
What You'll Need to Succeed
Strong attention to detail
3+ years invoicing or billing experience
3+ years contracts experience
experience with Salesforce
Ability to effectively multi-task
Excellent communication skills
Critical thinking skills
Proficiency in math and reasoning
Intuitive interpersonal skills
Seniority level
Not Applicable
Employment type
Contract
Job function
Administrative
Industries
Professional Training and Coaching
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