Regional Billing Specialist

Summary/Objectives

The Regional Billing Specialist processes sales and leasing contracts, uses financial software to accurately bill equipment, sets up cycle invoicing records in a timely manner, calculates credits; all with a high level of attention to detail, and in accordance with all policies and procedures. They will work with clients to ensure accurate and timely invoicing through billing software, Excel, and other methods. The Regional Billing Specialist will need to effectively communicate with specified external customers and with regional sales representatives about billing and contracts.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Plan day / time-management of paperwork.
• Process incoming sales orders from specified regions of business, and ensure all necessary paperwork is included.
• Working familiarity with customized contract terms and conditions, company policies and procedures, and how to enforce them.
• Set up new customer account records and correct existing accounts when necessary.
• Set up computer billing of contracts with a high level of attention to detail.
• Set up customized account billing using spreadsheet tools for certain specified customers in certain regions
• Routine quality assurance checks of computerized contract billing and customized account billing.
• Determine when credit memos are needed; calculate and issue credit memos.
• Research billing disputes and determine appropriate actions needed to correct issues.
• Effectively communicate with customers, both internal and external, by phone and email, answering questions with confidence and accuracy.
• Process customer data changes, and make filing entry of actions taken.
• Make necessary outgoing calls to obtain meter readings necessary for billing.
• Calculate estimated meter readings when actual data are unavailable.
• Process, maintain and/or complete various other duties within the accounting department.
• Flexibility to learn and adapt to new aspects of billing as the specialty functions of the company continue to expand. 

Skills

• Data Analytics
• Microsoft Excel
• Problem Solving
• Customer service
• Multitasking
• Written Communication

Supervisory Responsibility

None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc. Work is done entirely on computer software systems for billing and data management. 

Physical Demands

Long periods of sitting while working in front of a computer.

Position Type/Expected Hours of Work

Full time M-F position; occasional overtime required at certain pre-determined points of month.

Travel

None required; possible annual trip to specified region/branch of business

Required Education and Experience

• High school diploma
• Computer and office work experience

Preferred Education and Experience

• Batchelor's degree
• Previous billing/Excel experience highly desired 

AAP/EEO Statement

RJ Young provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Other Duties

Please note that the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.