Service Billing Specialist
1 month ago
This position is responsible for daily and monthly Customer Service Billing functions. Success in this position requires teamwork and positive interaction with the Operations Manager and Area Technical Managers, as well as other staff members.
In order to ensure cooperation, a “can do” and professional attitude is necessary, as well as full support given to team members to ensure the best possible service outcome for our customers. This position handles a heavy volume of work and customer and employee interaction. Time management, attention to detail, and organizational skills are a big part of this position. The effectiveness of this position will add to the profitability of CLI Services. This position is responsible for (but not limited to) the following:
Daily Customer Billing Functions:
- Review of all employee job tickets to ensure accuracy for the following:
- Time/Date
- Work order/service call/travel
- Work description and status
- Inventory transactions
- Review Completed work orders – get additional information as needed.
- Input/update inventory specific to customer product codes.
- Enter and process any equipment rental or subcontractor invoicing and costs.
- Run pricing and warranty programs (Production Channel) against all invoices.
- Ensure customer pricing and distribution instructions are followed including any required documentation.
- Ensure client NTE/quotes are honored or revised as needed, and approvals obtained.
Accounts Receivable invoicing, ensuring correct product codes, trip charges, and labor are reflected accurately and in accordance with customer contracts.
- Ensure appropriate travel labor costs are assigned to work orders.
- Responsible for compliance with sales tax by jurisdiction and product type.
- Ensure the invoice created in Sage matches the invoice input through the customer portal.
- Review profitability reports and explain variances for all Service Billing.
- Obtain explanations for work order profitability outside of guidelines.
Monthly Billing Functions:
- Assist in problem resolution with subcontractors, working closely with operations and accounting to explain, document, and revise invoices per subcontractor agreements. Assist in the balancing, input, invoicing, and verification of the work orders between the Sage and customer portals/websites.
Payroll and Job Costing Verification:
- Validate the accuracy of reporting of both employee time and job costing by applicable work order.
Key tools and knowledge needed to accomplish job responsibilities
- Sage software and customer portal knowledge and skills.
- Understanding customer contract terms and conditions.
- Basic knowledge of the application of sales tax.
- 3-5 years experience in invoicing for a construction or service environment.
- Strong communication skills.
- Basic Excel skills.
- Cost accounting experience is a plus.
Working Environment: Generally, the job requires 75% sitting, 20% walking, 5% standing. CLI-SERVICES was founded in 1977 and has steadily grown over the past 40 years. We have on staff certified lighting consultants, journeyman electricians, master electricians, and certified lighting technicians. Our employees drive fully stocked service vehicles. In addition to our service vehicles, we have fully stocked bucket trucks with the capability of reaching up to 100 ft. working height. We also have 24-hour on-call service as well as GPS locating capabilities and Nextel 3-way radio communications. CLI-SERVICES provides sustainable energy-efficient solutions from consultation through installation and recycling. We enhance the efficiency of lighting and electrical systems for our customers through expert assistance in (1) specifying which products will produce the greatest energy and maintenance savings while providing the best solution to meet customer goals, (2) supplying and installing the new lighting and electrical products and (3) maintaining the lighting and electrical system. Customer service is our number one focus. We provide full-service solutions to our customers; the key element being the long-term relationship we build and maintain. In addition, when we recommend a product or system, we stand behind that product and its performance. CLI strives to be the artist in the industry.
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