Billing Analyst

JOB SUMMARY

This position will work in a team environment while undertaking a high volume of service billing with a high degree of accuracy and providing support for the Atlanta and Charlotte Building Services Division and their customers.

JOB RESPONSIBILITIES

• Review service work order documentation and provide billing information to account managers for approval.
• Communicate with account managers and customers to request any information necessary to complete the billing process.
• Review unbilled reports and act on any outstanding issues to ensure AR deadlines are met.
• Submit and send invoices to customers following customer-specific billing requirements.
• Communicate with customers, account managers, technicians, and other departments to collaborate on and resolve billing-related issues.
• Provide updates on billed invoices that age over 30 days.
• Lead monthly meetings with account managers to review, update, and follow up on aging invoices.
• Become a subject matter expert on specialty customer requirements, such as using customer-specific billing portals.
• Collaborate with the account management team to support customer requests for billing documentation.
• Perform constant data management and use reporting tools to proactively identify and correct problems.
• Actively and consistently support all efforts to simplify and enhance the customer experience.
• Use Salesforce to research customer details and work order information, and update data as needed.
• Review, edit, and send customer proposals and service maintenance contracts.
• Be a managing member of the BSD Correspondence mailbox.
• Perform other BSD Support Team duties as needed.

BASIC QUALIFICATIONS

Education and Experience

• Three years of experience in a dispatch/customer service or accounting-related position.
• Experience with Microsoft Word, Excel, Outlook, and Adobe PDF.
• High school diploma or GED.

Knowledge, Skills, and Abilities

• Focuses on continuous improvement by taking on challenges, proactively increasing skills and capacity, and improving knowledge and performance over time.
• Detail-oriented with strong organizational skills.
• Ability to prioritize work and manage multiple projects.
• A well-developed sense of judgment.
• Exudes a positive attitude with customers, peers, and other McKenney’s team members.
• Strong interpersonal skills and desire to be a team player.
• Ability to use time productively, maximize efficiency, and meet challenging work goals.
• Able to demonstrate a serious commitment to accuracy and quality while meeting goals or deadlines.
• Ability to take on additional responsibilities as needed, as well as determine and manage priorities with minimal guidance.
• Must possess and maintain an exceptional work ethic, uphold company values, and demand the highest standard of conduct from self and others.
• Excellent communication skills—both written and oral.

PREFERRED REQUIREMENTS

• Two or Four Year College Degree.
• Previous experience in the construction or building services industry.
• 4+ years of experience in construction accounting or related roles.
• Experience with Salesforce or other CRM programs.

WORKING CONDITIONS AND PHYSICAL EFFORTS

• Work is normally performed in a typical interior/office environment.
• No or very limited exposure to physical risk.
• No or very limited physical effort required.