Billing Specialist

Billing Specialist

The Billing Specialist is responsible for preparing accurate and timely customer invoices while supporting accounts receivable operations, including customer setup, cash application, collections, customer account maintenance, credit memo processing, and related reporting. This position partners with Sales, Operations, Customer Service, and Finance to ensure billing accuracy, timely cash collection, and exceptional customer service.

Billing Specialist Key Responsibilities:

• Prepare accurate and timely customer invoices using internal systems.
• Verify customer master data, pricing, quantities, freight, sales tax, and other required billing information.
• Ensure customer purchase orders or other required documentation are received prior to invoicing.
• Meet month-end billing cut-off deadlines to ensure proper revenue recognition.
• Set up new customers in the ERP system and validate required supporting documentation.
• Apply customer payments accurately and research unapplied cash.
• Maintain accurate customer account records and supporting documentation.
• Send customer statements on a regular basis.
• Monitor accounts receivable aging and follow up on past due balances.
• Communicate professionally with customers by phone and email to resolve outstanding balances and payment inquiries.
• Follow established guidelines to update account status and meet collection goals.
• Coordinate customer inquiries with Sales and internal departments to resolve billing or payment issues.
• Research and process approved credit memos and credit/rebill transactions.
• Prepare weekly, monthly, and ad hoc billing and accounts receivable reports.
• Participate in special projects and continuous process improvement initiatives.
• Perform other duties as assigned.

What we offer:

Health Benefits: Medical, dental, and vision coverage. Company paid for Life insurance, short-term and long-term disability insurance.

Additional Benefits: Paid time off, Floating Holidays, Volunteer time off, and sick time off (depending on state of employment). 401k Plan

Employee Perks: Discounts on products and services.

Equal Opportunity Employer/Veterans/Disabled