AR & Billing Specialist

Role Profile

Do you enjoy the challenge of collaborating with multiple departments within the sales order and contract process and being responsible for accurate and timely customer invoicing? Then this Billing and Collections Specialist position is for you!

This role is a combination of Accounts Receivables and Billing with a focus on excellent customer service. This position requires strong communication skills and coordination across multiple departments (Finance, Accounting, Sales, Customer Support, etc.) and should be adept at negotiating and resolving disputes. The individual will work closely with the Cash Applications and Sales functions to ensure customer accounts are accurate and timely. This position is an in-office position and training will require travel to the United States for two weeks. This role plays a vital part in month-end and year-end accounting processes and may require additional evening and weekend working hours during these times. 

Responsibilities

• Respond to customer inquiries in a timely professional manner.
• Keep records of customer interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Work closely with Cash Applications to resolve customer issues.
• Process cancellation and credit requests.
• Processes and performs data entry of daily orders to generate invoices with high volumes during month-end close.
• Responsible for updating customers’ billing information and maintaining data accuracy.
• Update recurring billing maintenance changes.
• Audit quotes and agreements for accuracy against company policy and work with Sales for problem resolution.
• Collects past due or delinquent customer accounts.
• Review customer accounts and be able to reconcile them.
• Monthly review of customers with old outstanding balances.
• Communicate with Sales and Cash Applications regarding collection and customer account-related issues.
• Participate in frequent cross-department meetings.

Qualities and Skills Required

• Minimum of at least 5+ years of customer service experience required (ideal candidates are those with B2B Collections Experience).

• Secondary school level education or equivalent required.

• Strong work ethic and demonstrates persistence in overcoming obstacles, as it relates to Customer relations.
• Strong personal organization, communication, and management skills.
• Excellent interpersonal and communication skills -- both written and verbal.
• Strong analytical and problem-solving skills.
• Must be a self-starter, self-motivated, proactive in resolving problems, and able to escalate problems when you need help.
• Ability to establish and maintain effective working relationships with all employees across the globe.

• Basic knowledge of accounting principles and practices.
• Previous accounting or order processing experience is preferred but not required.

• NetSuite experience is preferred but not required.
• SalesForce experience is preferred but not required.
• Advanced Excel skills are preferred but not required.

This job description describes the general duties of the role and is not intended to be an exhaustive list of tasks and responsibilities. You may be required to undertake any additional tasks or responsibilities as identified by your manager that would reasonably be expected to come under the general scope of this role profile. This job description may be reviewed and updated from time to time in accordance with business needs.

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