Business Office Generalist
4 weeks ago
The Business Office Generalist will assist with various aspects of the business related to the Business Office, Sales, and other departments.
- Generate quotes, process sales orders, and update customer information in CRM
- Master a custom billing system, various customer billing models and generate invoices
- Assist with billing functions including the creation of new accounting lines for orders processed
- Provide troubleshooting for billing related issues and deliver explanations to billing inquiries, escalating issues as necessary
- Prepare journal entries and assist with daily and monthly reconciliations including cash, credit cards, and other accounts
- Develop and maintain regular reports via the company’s accounting system and Excel
- Prepare, review, and submit customer invoices
- Review travel expenses
- Research and respond to customer inquiries
- Perform accounts receivable functions including collections calls, system warnings lists, and account disables
- Other duties as required and identified by management
Qualifications
- 1-2 years accounting or business office experience
- Strong organizational and customer service skill sets
- Positive attitude, energetic, dependable, great attention to detail and willingness to learn
- Proficiency with Excel and Word
- Data entry and/or other automated quoting applications experience a plus
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