Billing Specialist - Generator Sales

Reposted 17 Days Ago
Be an Early Applicant
Hillsboro, OR
In-Office
Mid level
Manufacturing
The Role
The Billing Specialist oversees the billing process, manages client accounts, resolves billing discrepancies, and ensures adherence to policies, while collaborating with various departments.
Summary Generated by Built In
It’s your time, make it matter.

At Peterson, we partner with our customers to build the future. For over 85 years, our peoples’ work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson’s legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don’t just have a career, you have a purpose.

Our family-oriented environment is built on safety, winning, growth, and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values.

You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter.  Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It’s time to use your skills and passion to do work that matters!

Job Description

Peterson Power Systems has a need for a Generator Sales Billing Specialist at our Hillsboro, OR location.

SUMMARY

The Billing Specialist manages the full billing process by preparing accurate invoices, maintaining client accounts, and updating charges and payments. This role verifies billing data for accuracy, handles customer inquiries to resolve discrepancies promptly, identifies and implements process improvements to increase efficiency, and ensures accurate, organized, and consistent record keeping of all billing activities.

ESSENTIAL JOB FUNCTIONS

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned.

  • Generate and issue accurate invoices for generator sales, installation, and maintenance services to data center clients.

  • Review sales contracts, purchase orders, and service agreements to ensure billing aligns with negotiated terms.

  • Track project milestones and coordinate with sales and operations teams to ensure timely billing

  • Monitor accounts receivable and follow up on outstanding balances.

  • Reconcile billing discrepancies and resolve clients’ billing-related inquiries professionally.

  • Maintain detailed billing records and customer account data in enterprise resource planning (ERP) systems.

  • Support internal and external audits with required documentation.

  • Ensure compliance with company billing policies, industry billing standards, and client-specific billing requirements.

  • Use electronic billing system to approve and code vendor invoices.

  • Maintain client accounts; update charges, payments, and overages; and track account balances.

  • Identify and implement process improvements to enhance efficiency and accuracy in the billing process.

  • Collaborate with Accounting department on sales promotions, inventory documentation, and vendor cost calculations.

  • Collaborate with Credit department on unpaid invoices and ensure alignment between customer account data and resale documentation.

  • and reporting.

  • Assist with month-end close processes, including revenue recognition.

  • Assist with ordering equipment and other sales coordination functions as directed.

  • Maintain punctual, regular, and predictable attendance.

QUALIFICATIONS

Bachelor’s degree in Accounting, Finance, or other closely related field and a minimum of three (3) years of directly related experience in billing and/or accounting, preferably in a heavy industrial or business-to-business (B2B) environment; or an equivalent combination of education and work experience.

  • Proficiency in accounting software and Microsoft Excel

  • Strong attention to detail and organizational skills

  • Excellent communication and customer service skills

  • Ability to manage multiple priorities and meet deadlines in a dynamic environment

  • Familiarity with generator sales, service contracts, or construction billing is highly preferred

  • Experience with ERP systems and CRM platforms is preferred

  • Knowledge of project-based billing and revenue recognition is preferred

  • Understanding of data center industry billing practices is preferred

  • Familiarity with tax implications related to equipment sales and services is preferred

#INDjobs

Peterson Power Systems, Inc. is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.

Top Skills

Accounting Software
Crm Platforms
Erp Systems
Excel
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The Company
Hillsboro, , Oregon
534 Employees
Year Founded: 1936

What We Do

Peterson Cat is part of Caterpillar's worldwide dealer network serving 100,000+ square miles of Northern California, Oregon, and southwest Washington. As one of the largest dealers in North America our 42 stores positioned throughout our territory provide convenient access to Caterpillar parts, equipment, service, rentals or just for answers to your questions

Serving the construction, forestry, agriculture, governmental, and trucking industries, we’re ready to support your business with Caterpillar equipment, parts, repairs, rentals, and more.

From Skid Steer Loaders, Multi-Terrain Loaders, and Backhoe Loaders to Forest Machines, Track-Type Tractors, and Hydraulic Excavators. We have the right Caterpillar machines for your job.

We have extensive parts and service departments, each tailored to serve you and your specific needs.
Everything from field service to complete hydraulic re-build in our shop to ordering parts online, Peterson will be there to help.
Here's where we can help:
-Commodities
-Custom fabrication
-Field service
-Finance and credit
-Hydraulics
-Oil analysis
-Parts and parts delivery
-Powertrain
-Technical Service
-Used parts
-Undercarriage service
-Warranty

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