Billing Manager

1 month ago

Glendale Heights, United States Climate Pros Full time

The Billing Manager is a collaborative position in the company that is responsible for the technical aspects of billing in FieldJetx, including IT enhancements, testing and troubleshooting. as well as oversight to the Branch Coordinator (BC) billing function and an internal team for non-pod submissions and disputes. Manages one direct report, and oversees productivity, metrics (KPI's) and billing assignments across the company. This role is the primary consultant to account managers (leading PODs), branch/service managers who supervise Branch Coordinators and to anyone billing inside Climate Pros. Position is the primary training for new branch coordinators before being deployed to their branch assignments. This role will also monitor dispatch invoice statuses for completed work to be billed for timely processing.

Duties and Responsibilities:

  • Responsible for assisting in hiring and selecting new branch coordinators and training for optimal performance.
  • Monitor KPI's for identification of training or developmental needs of BC's working thru their direct management.
  • Weekly assessment of dispatches sitting in certain statuses to ensure timely completion. Statuses include for review, ready for billing, refer tracking and manager approval needed, as well as all invoice statuses (rejected, incomplete, pending, approved with changes, needs NTE increase, approved and awaiting customer response. Sends weekly emails to managers and BC's identifying dispatches/invoices getting stale or past goal timelines established.
  • Collaborates with account management to set up customer billing automations properly.
  • Develop and maintain procedures and policies in Acadia.
  • Identifies issues affecting company goal to get to 4 days from dispatch to invoice and puts corrective actions in place.
  • Identifies IT enhancements needed and writes up business requirements, meets with developers to answer questions, tests completed programming and develops/trains BC's on new enhancement and automations.
  • Trouble shoots system issues in FJX or 3rd party systems, including Avalara.
  • Reviews monthly invoices from 3rd party systems and approves payment.
  • Collaboration with other departments to ensure any issues with accounts are resolved and billing errors are addressed. Provides updates to all billers as needed.
  • Point person for customer onboarding for the billing function.
  • Researching and approving credit memos up to $ 500.00

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Education and Experience:

  • 2+ years of supervisory experience in a similar role
  • Well versed with the application of mathematics, statistics, accounts, and other concepts for the billing operations
  • An excellent leader who can guide and mentor the staff to achieve perfect results
  • Able to handle the stress that may arise due to consistent workload, irate clients, or due to errors made by the staff
  • Able to identify root cause of the problems and provide effective solutions to eliminate further occurrence of the same Experience with a large customer base and high transaction volume
  • Excellent oral and written communication skills
  • Advanced math aptitude
  • Excellent interpersonal and highly collaborative.
  • Ability to act with discretion, tact, and professionalism in all situations.
  • Ability to maintain records and produce reports.
  • Ability to learn quickly and change often as business changes and grows
  • Bachelor's Degree in Accounting, Economics or Finance; MBA highly preferred
  • Proficient computer knowledge must include: MS Office- Word, Excel, Outlook and PowerPoint

Physical Requirements and Working Conditions:

Regularly required to sit, stand, and walk; occasionally lift and/or move up to 15 pounds; noise level is usually moderate. All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment.

Requirements:

Climate Pros is an equal opportunity employer committed to creating a diverse and inclusive workplace. We value and celebrate the unique perspectives and contributions of individuals, and we prohibit discrimination and harassment based on any protected characteristic as defined by applicable federal, state, and local laws.

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