Customer Relations Billing Specialist

AWP Safety•Santa Ana, CA

13d•$68,000 - $72,000

About The Position

As the Customer Relations Billing Specialist, this role is responsible for delivering excellence in service and contributing to the mission of protecting businesses, people and time. This role will focus on accurate and timely invoicing to our customers. The Customer Relations Collections Specialist is responsible for collaboration across all levels to achieve departmental and organizational goals with a focus on ensuring all payments are received within the defined terms.

Requirements

High school diploma or GED required
3-5 years AR/Billing experience preferred
Pay application, lien waiver, and contract management experience preferred
Strong customer service skills
Basic knowledge of accounting principles and terminology; strong math skills
Excellent verbal and written communication
Problem-solving skills
Critical thinking skills
Demonstrate high degree of accuracy and attention to detail
Excellent organizational skills
Outgoing & assertive personality – not afraid to approach individuals
Proficiency with Microsoft Office Suite Products (Excel, Word)
Microsoft Dynamics 365 experience preferred
West – Prelude, American Contractor
North & South – Salesforce, Great Plains
Mountain – Microsoft Dynamics 365
Central – TCR, Sage

Responsibilities

Perform collections aligned to dunning timelines
Execute outreach via email, calls, and portals
Maintain accurate updates using standardized statuses
Resolve customer inquiries and discrepancies timely
Document outcomes and next steps consistently.
Collaborate with the Field, Billing Team, Sales, and Accounts Receivable Team to ensure payments for assigned customers are received within terms and applied properly
Escalate complex issues to supervisors using standardized templates
Establish and maintain effective and cooperative working relationships with customers
Communicate with internal and/or external customers
Participate in governance calls and daily huddles as required
Act as a resource for other functions within AWP
Provide training and support as requested
Perform other duties and/or special projects as assigned