Customer Billing Analyst - Cardio Partners - Dublin, OH

Sarnova•Dublin, OH

About The Position

The Customer Billing Analyst supports the company’s financial health by assessing customers’ creditworthiness, managing credit risk, and helping ensure timely payment of outstanding receivables. The role includes analyzing financial information, payment history, and risk factors to determine customers’ ability to meet payment obligations and setting credit limits in accordance with company policies and risk management strategies. The analyst works closely with customers, account managers, and internal teams to resolve billing issues, manage overdue accounts, and support timely payment collection. By maintaining customer relationships and following effective collection practices, the role helps maximize cash flow, reduce bad-debt exposure, and support the company’s sales and profit goals.

Requirements

High school diploma or equivalent.
3–5 years of business-to-business collections experience.
Effective oral and written communication skills.
Ability to work effectively in an integrated accounting system.
Proficiency in Excel, Word, and Outlook.
Customer-service orientation.
Ability to take ownership of accounts and develop and sustain successful customer relationships.
Attention to detail and ability to reconcile accounts and resolve customer issues involving substantial detail.
Accountability for individual and collections-team results.
Goal-centered, results-driven motivation.
Willingness to serve customers and meet collection goals.
Ability to work independently with minimal supervision.
Desire to contribute to a team and the success of the larger organization.
Ability to communicate issues or problems to a supervisor promptly.
When working remotely, ability to secure confidential information and perform duties in a professional environment free of noise or other distractions that could create a negative customer experience.

Responsibilities

Work with customers and account managers to resolve billing issues responsively and professionally.
Research discrepancies between customers’ records and expectations and the company’s records.
Provide account reconciliations, proof of deliveries, return information, and other documentation to resolve inconsistencies.
Actively collect customer payments in a timely manner.
Follow the company’s collection policy consistently to reduce exposure to bad debt.
Maintain accurate customer contact information and document oral and written correspondence.
Send monthly statements on time using each customer’s preferred method: mail, fax, or email.
Establish and maintain a standardized routine for sending collection letters, such as 15-day and 60-day letters.
Perform additional job duties as assigned.