CSR-Billing Specialist
About The Position
The CSR–Billing Specialist provides customer-facing support concerning billing questions and serves as a third point of contact in the customer service answering rotation, while ensuring accuracy and timeliness in billing across multiple lines of business. This role requires excellent communication and collaboration skills and attention to detail. In addition to processing billing for portable toilets, dumpsters, fence, and septic accounts, the Specialist owns the AR and collections process, deactivation of sites, and participates in the recurring audit process. The Billing CSR is an integral part of the customer service team by answering customers' billing questions concerning the end-to-end sales cycle, supporting enterprise accounts, and contributing insights on improving billing efficiency and customer retention.
Requirements
- 3+ years of customer service, billing, and administrative experience in the B2B space.
- Proactive in problem solving, organization, and data collection.
- Strong written and verbal communication skills.
- Ability to work in a fast-paced, detail-driven environment.
- Proficiency in Microsoft Office, Salesforce, Google Workspace, QBO/billing/accounting, and operations software.
Nice To Haves
- Bilingual (English/Spanish) fluency is a plus.
Responsibilities
- Serve as the third point of contact for incoming phone calls, including greeting, processing, or transferring customer inquiries and orders.
- Provide professional and courteous support for all customer interactions, consistent with the A-1 Little John Customer Service Model – Fulfillment alone is not enough.
- Serve all inbound customer inquiries concerning billing questions.
- Resolution of all simple billing inquiries is owned by this role.
- Utilize Salesforce CRM to track inbound lead and opportunity pipelines and details.
- Prepare and process invoices for Toilets, Dumpsters, Fence, Septic accounts, and additional lines of business as needed.
- Perform checks and balances on billing in accordance with Billing Manager account assignment, accuracy, and timeliness.
- Collaborate with both the sales and billing specialists to ensure billing accuracy and timeliness across all assigned accounts.
- Maintain organized customer billing records for all assigned lines of business, including crew sheets, estimates, and contracts.
- Responsible for reporting billing KPIs to the Billing Manager for L10 weekly meetings.
- Proactively clarify, define, and communicate billing requests per customer/contract/terms to all departments.
- Provide accounts receivable and complex billing support to the Billing Manager.
- Work with the sales and operations teams to confirm contract terms, accurate billing details, work completed, and upcoming jobs and estimates in the pipeline.
- Work as a teammate with the Inside SDR and Sales Manager to build consistent and optimized processes and best practices per customer and billing scenario.
- Escalate discrepancies, complex billing issues, or collections concerns to the Billing Manager.
Benefits
- Health, dental, and vision insurance (per company policy).
- 401(k) retirement plan (if applicable).
- Paid Time Off (vacation, sick leave, and holidays).
- Growth opportunities within customer service, billing, and finance functions.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
