Billing Specialist

GenServe • Pleasantville, NY

11d

About The Position

The Billing Specialist works in Genserve’s corporate Order-to-Cash organization in Tampa, helping build and improve billing processes across a multi-entity field service company. The role produces accurate, complete, and timely customer invoices across multiple entities, billing types, and systems, validating each invoice against contracts, purchase orders, and supporting documentation before release.

The specialist also manages customer AP and procurement portal submissions, resolves billing disputes, prepares certified payroll and other compliance-driven billing deliverables, and issues credits and rebills with appropriate approval and audit trails. The role uses AI-assisted tools to improve accuracy and efficiency while retaining personal accountability for verifying all outputs. It works across Sage, NetSuite, Salesforce, and QuickBooks in an environment with varying branch practices and a high tolerance for ambiguity.

The position analyzes invoice accuracy, portal rejections, and dispute causes; identifies upstream data defects and automation opportunities; contributes to billing SOPs and customer-specific requirements; and supports ERP migration and integration activity affecting billing.

Requirements

• High school diploma required.
• 2–4 years of commercial billing or invoicing experience; medical or claims billing does not qualify.
• Hands-on ERP billing experience with Sage, NetSuite, or a comparable system.
• Intermediate Excel skills, including pivot tables and VLOOKUP.
• Strong data and analytical skills, including analyzing billing exceptions, identifying recurring failure patterns, and quantifying them.
• Working fluency with AI tools and willingness to use them to improve billing accuracy and speed, with judgment to verify AI output before invoice release.
• Experience submitting invoices through customer AP or procurement portals.
• High attention to detail and ability to handle high-volume, time-sensitive billing accurately.
• High tolerance for ambiguity and comfort resolving incomplete or inconsistent billing inputs.

Nice To Haves

• Associate or Bachelor's degree in Accounting, Finance, or Business.
• Exposure to multiple platforms among Sage, NetSuite, Salesforce, and QuickBooks.
• Experience with AI-assisted document extraction, OCR, or automated invoice QA tooling.
• Construction, field service, or equipment/contract billing background.
• Certified payroll, AIA (G702/G703), or prevailing-wage billing experience.

Responsibilities

• Generate accurate, timely invoices across service, equipment, time-and-material, and project/contract billing types.
• Review contracts, purchase orders, technician notes, and quotes to determine correct billable amounts.
• Validate invoices against supporting documentation and customer-required formats before release.
• Process billing in Sage, NetSuite, and QuickBooks, ensuring correct entity, mapping, and revenue coding.
• Submit and manage invoices through customer AP and procurement portals; maintain credentials and format compliance.
• Monitor portal rejections, resubmit corrected invoices, and track submission-to-acceptance status.
• Research and resolve billing disputes, short-pays, and documentation requests with customer AP contacts.
• Prepare certified payroll reporting and other compliance-driven billing deliverables.
• Issue credits and rebills with appropriate approval and audit trails.
• Use AI-assisted extraction and review tools to identify billable terms and invoice anomalies, verifying results against source documents before release.
• Track first-pass accuracy, portal rejection reasons, and dispute causes; use analysis to support upstream fixes.
• Identify repetitive billing steps suitable for AI or rules-based automation and propose improvements.
• Flag upstream contract, purchase order, or customer-master data defects that cause invoice failures and route them to the owner.
• Contribute to billing SOPs and maintain customer-specific billing requirements.
• Assist with ERP migration and integration activity as it affects billing.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) retirement plan
• Company-provided life insurance
• Company-provided short-term disability coverage
• Company-provided long-term disability coverage
• Opportunity to shape processes, systems, and standards in a corporate function in active build-out
• Direct exposure to an enterprise ERP transition and a live AI and automation agenda

What This Job Offers

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