Billing & Contracts Coordinator

Position Overview:

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