Billing Coordinator
Medford, MA
Full Time
Experienced
JOB TITLE: Billing Coordinator
DEPARTMENT: Finance
REPORTS TO: Accounting Manager
SUMMARY: The Billing Coordinator will assist with the overall billing process in the Accounting Department. Compile data and prepare invoices for billing purposes within assigned territories. Follow up with management as needed to ensure accuracy of the bill prior to delivery to customers. Assist with customer invoicing and accounts receivable functions.
DUTIES AND RESPONSIBILITIES:
- Prepare itemized statements, invoices and record amounts due for services rendered.
- Work closely with team members in the Purchasing, Service, and Sales departments to ensure accurate and timely billing of service work orders.
- Reconcile completed work orders in Salesforce system to create customer invoices. Utilize source information to ensure accuracy in customer billing, inventory, and various sales and financial reports. Source information may include quotes, emails, technician notes, internal comments, vendor invoices, etc. Review for correct cost.
- Resolve discrepancies in billing records, partnering with team members across the organization as needed.
- Contact customers to obtain or relay account information.
- Provide a high level of customer support to answer inquiries regarding account and billing details.
- Enter customer invoices into specific customer portals as required.
- Handle incoming phone calls to the organization, directing calls to the appropriate team member.
- Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
- This job has no supervisory responsibilities.
QUALIFICATIONS:
- High school diploma or general education degree (GED), or one to three months related experience and/or training, or equivalent combination of education and experience.
- Computer skills required: Proficiency with Microsoft Office Suite required. Familiarity with Salesforce a plus.
- Excellent attention to detail is required.
- Ability to work in a fast-paced environment and multitask.
- Strong customer service skills.
- Good communication skills.
- Other skills required:
COMPETENCIES:
- Customer Service - Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments.
- Dependability - Follows instructions; Completes tasks on time or notifies appropriate person with an alternate plan.
- Interpersonal Skills - Maintains confidentiality; Works well with other departments.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently
- Problem Solving - Identifies and resolves problems in a timely manner; Works well in group problem solving situations.
- Professionalism - Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions.
- Quality - Demonstrates accuracy and thoroughness; Monitors own work to ensure quality.
- Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
- Teamwork - Contributes to building a positive team spirit; Supports everyone's efforts to succeed.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Fire Equipment Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. EOE disability/veteran
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