
Customer Billing Operations Coordinator
2 days ago
Position Summary:
The role of a Billing and Customer Records Specialist involves managing various aspects of invoicing, customer records, and billing data. This entails interpreting customer contracts, preparing invoices, processing purchase orders and renewal notices, and ensuring accuracy in billing processes.
Key Responsibilities:
- Process purchase orders and renewal notices from customers.
- Maintain accurate customer records in the invoicing database.
- Enter and maintain billing data accurately into the invoicing database.
- Interpret customer contracts and ensure billing aligns accordingly.
- Prepare accurate invoices for time, materials, and service calls.
- Distribute invoices to customers via email or mail as per their preference.
- Provide requested information and documentation related to customer invoices.
- Process tax exemption certificates and update tax status as necessary.
- Research returned mail and update customer records accordingly.
- Investigate information reported by technicians and the call center, and update customer or equipment records.
- Generate Warranty Agreement billing by processing shipping/warranty reports and entering new customers/equipment into the invoicing database.
- Assist with special projects as required.
- Run reports and prepare spreadsheets related to billing and customer records.
Qualifications:
- Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred.
- Previous experience in billing, invoicing, or customer records management is advantageous.
- Proficiency in using invoicing software and databases.
- Strong attention to detail and accuracy in data entry.
- Ability to interpret and apply contractual terms to billing processes.
- Excellent communication skills, both verbal and written.
- Strong organizational and time management abilities.
- Ability to work independently and collaboratively within a team environment.
- Proficiency in Microsoft Office Suite, particularly Excel for generating reports and spreadsheets.
- Adaptability and willingness to take on additional responsibilities as needed.
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