Billing Specialist
JOB SUMMARY
With over 50 years of proven performance, Zonatherm Products and ThermFlo provide complete, end-to-end solutions for essential mission critical power and cooling systems serving industries from data centers, hospitals and municipalities to industrial and commercial facilities. From initial planning and expert guidance to custom equipment, system design, installation, and ongoing support, we deliver a fully integrated approach that keeps operations running smoothly.
Reporting directly to the Accounts Receivable Manager, the Billing Specialist supports the billing processes for the organization, ensuring accurate and timely invoicing in alignment with customer agreements and job completion data, supporting process improvements, and aids in project work for 875 Inc. This role is responsible for completing typical Billing requests and serves as the primary point of contact for resolving customer billing issues. Their main duties include:
ESSENTIAL RESPONSIBILITIES
- Processes invoices for all cases post completion for 875 Inc.
- Resolves discrepancies prior to invoicing and validates all billing data (taxes, customer information, terms, etc.) and ensures it aligns with contracts and/or purchase orders.
- Coordinates with sales, service coordinators, and project managers on billable work.
- Prepares reports and collects data for unbillable work (WIP) to ensure appropriate progress billing.
- Provides monthly and ad hoc reporting from Manufacturer Portals and supports data clean-up across portals.
- Accountable for the timely submission of invoices within manufacturer portals.
- Contributes to and supports customer financial onboarding of customers.
- Processes commission entry for all Sellers within required SLAs and escalate issues to Accounts Receivable Manager.
- Responsible for daily customer record management for all Billing Activities and leads weekly check-in information.
- Functions as the first point of contact for updating customer records and proactively outreach to customers for updated information
- Supports data management and process updates to drive automation and meet business needs.
SECONDARY RESPONSIBILITIES
- Comprehends and adheres to all safety, quality, and Company guidelines specified in the Employee Handbook, the safety policy manuals, quality procedures or any official Company documents.
- Other duties, as assigned.