Team Lead & Trainer, Billing

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Performs the distribution and audit of the billing department workload.
• Provides ongoing guidance/mentorship for day-to-day billing activities.
• Oversees and tracks performance based on established departmental metrics, review case aging

workload accuracy, and completion.

• In coordination with departmental management, provide staff training, as well as identify

opportunity and recommending best practices.

• Responsible for maintaining working relationships with all internal and external business

partners.

• Ensure all customer concerns and complaints are satisfactorily addressed within a 48-hour period.
• Process multiple sales orders based on services provided to NuCO2 customers.
• Reconcile service orders to ensure only billing eligible services are invoiced; accurately and

timely.

• Review adjustment requests to ensure compliance and authorization based on policy; to process

credit and/or manual bill timely and accurately.

• Review, validate, and reconcile for accuracy, third party vendor invoices for customer invoicing.
• Execute system jobs that processes daily and monthly revenue generating sales activities,

including electronic submission of completed jobs to external print company.

• Problems solve to resolve any billing orders that fail to properly process through the system.
• Through electronic case management system, work within the department in conjunction with

internal business partners (CDM, Collections, Operations, and Sales) to correct inventory, billing,

and credit related issues as requested.

• Consistently monitor pending workload to ensure all deadlines are met and address any time

constraints in order to produce accurate information.

• Respond to escalated billing reconciliation request from internal partners.
• Perform asset reconciliation using various resources for validation, and update system

accordingly to ensure accurate customer billing.

• May facilitate monthly team meetings to discuss team concerns and update team on overall

department performance results, new policies, and procedures.

• Post revenue to the General Ledger; accurately and timely
• Supports all billing department goals and objectives.
• Perform part-time billing resolution specialist responsibilities as needed (See Billing Resolution

Specialist Job description)

TEAM LEAD RESPONSIBILITIES:

• Leads to 3-4 associates in Billing team.
• Adheres to and enforces the organization's policies, procedures, and Federal/State employment

applicable laws.

• Support Supervisor with hiring and training employees.
• Assigning and directing work of team members and overseeing team progress towards established

goals.

• Coaching team members as needed.

QUALIFICATIONS:

• Demonstrates positive leadership skills.
• Ability to provide training and mentoring.
• Proven subject matter and system expertise
• Ability to write correspondence. Ability to add, subtracts, multiply, and divides in all units of

measure, using whole numbers, common fractions, and decimals.

• Ability to perform these operations using units of American money and weight measurement,

volume, and distance.

• Ability to read, analyzes, and interprets general business periodicals, professional journals,

technical procedures, or governmental regulations.

• Support the writing of reports, business correspondence, and procedure manuals.
• Effectively present information and respond to questions from groups of employees, managers,

and customers.

• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Strong organizational and multi-tasking skills.
• Proficient computer skills. MS office - Word, Excel, and PowerPoint
• Excellent verbal and written communication skills.
• Ability to lead and motivate team members.

INTERACTION:

This position will interact with all levels of the organization as well as external customers.

COMMUNICATION AND COGNITIVE ABILITIES:

• Passion for delivering results to customers.
• Willingness/enthusiasm for accepting responsibility and accountability; an "ownership

mentality".

• Strong work ethic.
• Independent worker.
• Team player.
• Ability to deal effectively with ambiguity.
• Achievement/results driven.
• High-energy individual.
• Ability to foster strong relationships with colleagues/customers.
• Recognized as a source of expertise and possessing a distinct point of view

OTHER CONSIDERATIONS:

• Ability to work flexible schedule to cover employees shifts as necessary.
• Ability to be on call evenings and weekends as necessary.
• Must be willing to work some company holidays.