Billing Specialist

UG2•Redwood City, CA

About The Position

The Billing Specialist is primarily responsible for all job tasks associated with billing, including but not limited to preparing and issuing invoices, verifying billing data, and ensuring billing tasks are completed timely and accurately. The individual must possess excellent numerical and data entry skills, and strong attention to detail. Must have effective communication and interpersonal skills, the ability to work independently, and the ability to prioritize tasks and meet deadlines in a fast-paced environment.

Requirements

Proven experience as a Billing Specialist or similar role.
Excellent numerical and data entry skills.
Strong attention to detail and accuracy.
Proficiency in using MS Excel.
Experience with billing software Sage Intacct a plus but not required.
Effective communication and interpersonal skills.
Ability to work independently and prioritize tasks effectively.
Ability to prioritize tasks and meet deadlines in a fast-paced environment.

Nice To Haves

Experience with billing software Sage Intacct a plus but not required.

Responsibilities

Prepare and issue accurate and timely invoices to clients based on services rendered.
Insuring accurate and proper customer on-boarding into Sage Intacct.
Updating customer information as needed.
Review billing documents for accuracy and completeness, resolving any discrepancies as needed.
Ensuring all billing is allocated to the proper departments.
Assist the operations team in all billing requests and issues.
Investigate and resolve billing discrepancies and errors.
Communicate with the operations team to answer billing inquiries and resolve payment issues.
Collaborate with internal teams, to ensure seamless billing processes and clean month end closings.
Maintain proper documentation of billing activities.
Generate reports related to billing activities and account receivables.
Perform special projects delegated from management as needed.