Portal Billing

Flow Control Group•Charlotte, NC

About The Position

This role is responsible for managing customer billing through various online portals. Key duties include submitting invoices and credit memos, monitoring portal acceptance, resolving discrepancies and rejections, and communicating with customers regarding payment status. The position requires a proactive approach to problem-solving, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment. Collaboration with internal teams such as Sales, Customer Service, and Collections is essential to ensure timely payment and efficient process management. The role also involves maintaining tracking logs, departmental reporting, and identifying opportunities for process improvement.

Requirements

High school diploma or GED required.
Minimum of 2 years of experience in Accounts Receivable, Billing, Collections, or a related business function.
Experience with customer billing portals and online invoice submission processes, including managing invoice uploads, resolving portal rejections, and navigating customer-specific billing requirements.
Strong organizational and time management skills.
Excellent verbal and written communication skills.
Ability to manage multiple priorities in a fast-paced environment.
Strong problem-solving and analytical abilities.
Proficiency with Microsoft Office, including Excel and Outlook.
Strong attention to detail and accountability.
A proactive approach to problem solving and customer service.
Ability to work independently while managing a high-volume workload.
Excellent communication and relationship-building skills.
A commitment to driving issues through resolution while supporting company cash flow objectives.

Nice To Haves

Associate’s or Bachelor’s degree preferred.
Experience with Prophet 21 (P21) or similar ERP software.
Experience in a Shared Services or B2B environment.
Experience supporting industrial distribution/manufacturing.

Responsibilities

Submit customer invoices, credit memos, and supporting documentation through customer billing portals.
Manage portal-billed accounts from invoice submission through payment collection.
Monitor customer portals to ensure invoices are successfully received, accepted, and processed.
Investigate and resolve invoice rejections, billing discrepancies, portal issues, and payment delays.
Proactively communicate with customers regarding outstanding invoices, portal requirements, and payment status.
Partner with Sales, Customer Service, Collections, and other internal teams to resolve issues impacting payment.
Document customer communications, account activity, and invoice status within company systems.
Maintain portal tracking logs and departmental reporting tools.
Monitor assigned accounts, prioritize outstanding balances, and proactively follow up on past due invoices.
Escalate unresolved issues in accordance with departmental procedures.
Identify opportunities to improve portal billing processes and reduce payment delays.
Deliver exceptional customer service while maintaining strong relationships with internal and external stakeholders.