Custom Billing Associate

1 month ago


Woodstock, United States Cliff's Fire Extinguisher Co., Inc. Full time
Job DescriptionJob DescriptionCUSTOMER INVOICE PREPARATION:

▪ On a daily basis, reviews Work Orders to be Billed information for company-wide customer invoice preparation in the customer invoice processing platform (currently IQ).
▪ Timely prepares customer invoice from completed work order details in IQ typically within 24 hours of work order completion.
▪ Coordinates with each company department when necessary to ensure customer invoice is complete and accurate.
▪ Assists with research and update of cost information for parts and materials included on Work Order as applicable.
▪ Electronically delivers final customer invoice to customer via IQ  email and verifies delivery of invoice.
▪ Designates work orders as closed in the system after final billing.

OTHER RESPONSIBILITIES:

▪ Assists Accounts Receivables and Payables Associate with customer collections when time permits.
▪ Serves as backup for preparing and making daily bank deposits.
▪ Participation in Accounting and Administrative department projects as assigned.
▪ Cross training in other areas of the company’s operations as needed.
▪ Other duties and projects as assigned for process improvements and to meet the overall needs of the organization.

QUALIFICATIONS:

▪ Three to five years’ experience in an administrative, accounting and customer billing role.
▪ Strong organizational skills, high attention to detail, excellent time management capabilities to handle high volume of customer billing and ability to prioritize responsibilities and assignments.
▪ Proficient with Microsoft 365 and/or Google Workspace platforms (Outlook, Gmail, Word, Docs, Excel, Sheets, PowerPoint). QuickBooks Online and Salesforce experience is helpful but not required.
▪ Intuitive ability to adapt to software resource improvements and changes.
▪ Professional communication skills and customer service capabilities.

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