Billing Specialist

Job Summary:

We are looking for an ambitious Billing Specialist to join our team and provide support to the Finance department by managing various aspects of billing tasks primarily related to the annual recurring invoicing. Reporting to the Manager of Billing and Accounts Receivable, this position will support the billing function of the finance department. The position requires a motivated and energetic individual who can attend to numerous details at once, process a high volume of transactions efficiently and meet the demands of a fast-paced finance department, while maintaining a positive attitude. This position also requires excellent verbal and written communication skills as well as intermediate Excel skills. There will be a requirement to enter data into various operating systems as well as prepare status reports with a solid understanding of contracts and systems. Additional administrative tasks will be assigned as needed.

Job Description:

Reporting to the Manager of Billing and Accounts Receivable, this position will support the billing function of the finance department. The position requires a motivated and energetic individual who can attend to numerous details at once, process a high volume of transactions efficiently and meet the demands of a fast-paced finance department, while maintaining a positive attitude. This position also requires excellent verbal and written communication skills as well as intermediate Excel skills. There will be a requirement to enter data into various operating systems as well as prepare status reports with a solid understanding of contracts and systems. Additional administrative tasks will be assigned as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES:  

        Set up new contracts within our project management system (Certinia /SalesForce).

        Prepare customer SaaS and maintenance renewal quotes in a timely and accurate manner and in accordance with contract requirements; perform a review of the quotes to ensure accuracy.

        Create and transmit customer billings for hardware, installations, monthly SaaS and maintenance, and annual SaaS and maintenance.

        Be a point of contact with customers; resolve customer billing questions

        Coordinate with accounts receivable, accounting, and collections on matters of delinquent accounts.

        Analyze discrepancies in billing records and recommends changes in standard operating procedures to improve efficiency of accounting systems.

        Reconcile Accounts Payable invoices and approve payments for our 3rd party vendors of hardware and services; confirm the related billing of our customers for the hardware and services.  

        Create and enter credit memos into accounting and project management systems.

        Manage relationship and be point of contact with 3rd party vendors of hardware and services.

        Create and track purchase orders to 3rd party vendors. This includes hardware, installations, monthly services, RMAs (return merchandise authorization), transfers, upgrades, etc.

        Work with 3rd party vendors, sales managers, project managers, and customers to resolve any customer billing issues.

        Organize documents to support audit requests.

        Assist with accounting functions and reconciliations

        Assist with sales tax returns

Benefits:

• Generous Paid Time Off
• 11 Paid Holidays
• Medical, Dental, Vision, Life insurance benefits with various choices and generous employer contribution
• 401k with employer match which immediately vests
• Annual Company Bonus
• Career growth and mentoring opportunities as a smaller business unit within the Volaris Group
• Tuition Reimbursement Program
• Employee rewards and recognition programs
• Optional Employee Stock Purchase Program with company match
• Pet insurance
• Employee Discount Platform discounted entertainment tickets to movies, sporting events, hotels, live performances, etc.
• Referral bonuses
• Employee engagement events
• Flexible remote work arrangements

Worker Type:

Regular

Number of Openings Available:

1