Billing Analyst

JOB SUMMARY

This position will work in a team environment while undertaking a high volume of service billing with a high degree of accuracy and providing support for the Atlanta and Charlotte Building Services Division and their customers.

JOB RESPONSIBILITIES

· Review service work order documentation and provide billing information to account managers for approval.

· Communicate with account managers and customers to request any information necessary to complete the billing process.

· Review unbilled reports and act on any outstanding issues to ensure AR deadlines are met.

· Submit and send invoices to customers following customer-specific billing requirements.

· Communicate with customers, account managers, technicians, and other departments to collaborate on and resolve billing-related issues.

· Provide updates on billed invoices that age over 30 days.

· Lead monthly meetings with account managers to review, update, and follow up on aging invoices.

· Become a subject matter expert on specialty customer requirements, such as using customer-specific billing portals.

· Collaborate with the account management team to support customer requests for billing documentation.

· Perform constant data management and use reporting tools to proactively identify and correct problems.

· Actively and consistently support all efforts to simplify and enhance the customer experience.

· Use Salesforce to research customer details and work order information, and update data as needed.

· Review, edit, and send customer proposals and service maintenance contracts.

· Be a managing member of the BSD Correspondence mailbox.

· Perform other BSD Support Team duties as needed.

BASIC QUALIFICATIONS

Education and Experience

· Three years of experience in a dispatch/customer service or accounting-related position.

· Experience with Microsoft Word, Excel, Outlook, and Adobe PDF.

· High school diploma or GED.

Knowledge, Skills, and Abilities

· Focuses on continuous improvement by taking on challenges, proactively increasing skills and capacity, and improving knowledge and performance over time.

· Detail-oriented with strong organizational skills.

· Ability to prioritize work and manage multiple projects.

· A well-developed sense of judgment.

· Exudes a positive attitude with customers, peers, and other McKenney’s team members.

· Strong interpersonal skills and desire to be a team player.

· Ability to use time productively, maximize efficiency, and meet challenging work goals.

· Able to demonstrate a serious commitment to accuracy and quality while meeting goals or deadlines.

· Ability to take on additional responsibilities as needed, as well as determine and manage priorities with minimal guidance.

· Must possess and maintain an exceptional work ethic, uphold company values, and demand the highest standard of conduct from self and others.

· Excellent communication skills—both written and oral.

PREFERRED REQUIREMENTS

· 2- or 4-year college degree.

· Previous experience in the construction or building services industry.

· 4+ years of experience in construction accounting or related roles.

· Experience with Salesforce or other CRM programs.

WORKING CONDITIONS AND PHYSICAL EFFORTS

· Work is normally performed in a typical interior/office environment.

· No or very limited exposure to physical risk.

· No or very limited physical effort required.