Position Title: Billing Specialist
Department: Finance
Full-Time / Exempt
Remote
Job Summary
The Billing Specialist is responsible for executing billing and accounts receivable activities, ensuring invoices are processed accurately and on time. This role supports day-to-day billing operations, customer inquiries, and reconciliation processes to maintain financial accuracy and a positive customer experience.
Role Scope & Accountability
This Individual Contributor role executes billing and accounts receivable tasks within established processes and systems. The Billing Specialist is responsible for accurate invoice processing, payment application, and customer support related to billing.
Success is measured by accuracy, timeliness of billing processes, customer responsiveness, and data integrity.
Key Responsibilities
· Process invoices, payments (ACH/check), and billing transactions accurately and timely
· Assist with new order processing and verify billing details (service dates, locations, etc.)
· Ensure invoices are generated correctly and on schedule
· Respond to customer billing inquiries via tickets, phone and chat
· Perform daily cash reconciliation between billing systems and accounting systems (e.g., QuickBooks)
· Support monthly accounts receivable reconciliation and reporting
· Maintain accurate records of billing activity and customer accounts
· Collaborate with Sales and Operations to ensure accurate billing setup
· Escalate discrepancies or issues as needed
· Audits of Billing Systems
· Reviewing and Updating Contracts into the Billing System
Control Responsibilities
· Responsible for complying with company information security policies and procedures
· Responsible for completing required company-wide Information Security Training
· Responsible for protecting customer billing and financial data
· Responsible for ensuring accuracy and integrity of billing records, invoices, and payment data
· Responsible for following established billing processes and controls
Qualifications & Experience
· 1–3 years of experience in billing, accounts receivable, or finance operations
· Strong attention to detail and organizational skills
· Basic understanding of accounting principles
· Experience with accounting or billing systems (e.g., QuickBooks)
· Strong communication and customer service skills
· Ability to manage multiple priorities in a fast-paced environment
Professional Expectations
· Demonstrates ownership and accountability for assigned tasks
· Delivers accurate and timely work
· Maintains reliability in communication and follow-through
· Collaborates effectively with team members and cross-functional partners
· Continuously develops knowledge of billing processes and systems
· Maintains the security, confidentiality, and integrity of customer and financial information in accordance with company policies and applicable regulations
Disclaimer
The intent of this position description is to provide a representative summary of the major duties and requirements performed by the incumbent. The incumbent may be required to perform other job-related tasks other than those specifically presented in this description
