Billing & Client Services Specialist

Peterson Farms Inc • Hart Township, MI

8h

About The Position

Primary responsibility is acting as a liaison between customers and our company; while performing duties assisting with order entry, data entry, invoicing, billing, and account maintenance transactions in a timely and accurate manner as a member of the Sales/Customer Service team working in conjunction with the Finance Department.

Requirements

• High school graduate or equivalent required.
• 1-2 years of billing, accounting, and finance experience
• Intermediate Microsoft Office skills (Excel, Word, Outlook)

Nice To Haves

• Associates Degree preferred.
• 2+ years of customer service and/or general office experience preferred
• Prior Experience with data quality processes, system audits or invoice reconciliation
• Familiarization with EDI transaction processing desirable
• Ability to work in a fast-paced, deadline oriented environment
• Strong organizational, interpersonal, communication and analytical skills
• Highly attentive to detail

Responsibilities

• Recognizes, reconciles, and corrects mismatched billing data based on established business rules.
• Monitors and tracks billing transactions to ensure efficient and accurate processing.
• Ensures the timely processing of all billing transactions.
• Issue billing adjustments.
• Interface with internal customer service on customer inquiries.
• Assist in analysis and allocation of inventory to customer contracts.
• Complete and assist in managing and process contractual changes.
• Assist in Accounts Receivable collections with customers.
• Communicate billing issues with the technical department and leadership to ensure timely resolution.
• Identifies operational root causes and expected outcomes for billing issues.
• Documents billing issues/improvements for resolution/change implementation.
• Perform a daily reconciliation of previous-day's shipping Bills of Lading (BOLs) against customer service order packets to ensure data accuracy.
• Verify batch report data for accuracy in pricing, quantity, and dates to prepare shipped orders for the invoicing process.
• Invoice shipped orders, print and email to customers.
• Complete invoice process on specific customer portal/EDI programs.
• Upload direct ship customer invoices.
• Processing rebate forms for payment and uploads on K12.
• Complete transfer requests.
• Researching deductions taken off payment.
• Reviewing deductions for accuracy.
• Coding remittance to be sent back to AR for processing credits.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED