Service Contract Billing Specialist

Cook & Boardman GroupDover, DE
Onsite

About The Position

The Service Contract Billing Specialist manages the portfolio of service agreements ensuring compliance and accuracy, reports on utilization and interacts with Sales to adjust annually when warranted, performs ticket closeouts, and generates billing invoices in accordance with the customers service plans while monitoring and achieving monthly goals.

Requirements

  • Associates Degree preferred, or an equivalent combination of education/experience
  • Minimum of 1-year general accounting experience, preferred.
  • Current and valid US driver’s license preferred
  • Must pass pre-employment background check and drug screens
  • Attention to detail.
  • Proficient computer skills, including Microsoft Office Suite.
  • Intermediate level Excel skills required- must be able to use pivot tables, VLOOKUP’s and filters.
  • Strong organizational skills.
  • Effective oral and written communication skills.
  • Strong interpersonal and customer service skills.
  • Ability to multi-task, work under pressure, and meet deadlines.

Nice To Haves

  • Experience in Sedona a plus.

Responsibilities

  • Reads computer files or gathers records such as purchase orders, work orders, and field technicians’ invoices to compile needed data.
  • Enters information into accounting software.
  • Prepares invoices, listing items sold, amounts due, and dates of shipment.
  • Submit customer invoices using various methods including Excel and third-party websites.
  • Meet or exceed minimum required KPI standards for the job.
  • Records and processes adjustments to billing components to correctly represent charges to customers by evaluating warranties, etc.
  • Processes change order and final billings utilizing internal submission process and thru partnership with Service team
  • Communicate with Sales Team and Service Techs to obtain data/information required to perform duties.
  • Ongoing monitoring and tracking of internal billing request submissions to ensure completion and notification.
  • Support other members of Accounting Team as a backup for multiple functions (e.g. waiver review/completion, contract review)
  • Assist with special projects as necessary
  • Other duties as assigned by management
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