The Role
The Billing Specialist manages client billing inquiries, generates invoices, maintains financial records, and ensures compliance with operational standards.
Summary Generated by Built In
At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.
Role Overview
The Billing Specialist is responsible for compiling data, computing fees and charges, and preparing invoices. This role requires accuracy in posting data, maintaining relevant records, and reading and interpreting contracts to set up orders.
Key Responsibilities
- Generate and distribute invoices to customers accurately and on time.
- Manage direct interactions with clients, ensuring clear and effective communication to address billing inquiries, resolve issues, and support a positive customer experience.
- Support financial monitoring tasks within Financial Management and Control.
- Perform basic data entry and verification tasks as part of Data Collection and Analysis.
- Maintain and organize files and records in alignment with Data Management.
- Execute basic data reporting tasks to support insights and reporting activities.
- Adhere to operational compliance standards, ensuring adherence to quality and regulatory requirements.
Qualifications
- 4-6 months of office or operational experience, ideally within billing or finance
- Experience in NetSuite and Salesforce required
- Bachelor’s degree in related field or equivalent experience preferred
- Skills:
- Intermediate Data Collection and Analysis skills for reporting and decision-making.
- Verbal Communication for effective, clear exchanges with clients and team members.
Behavioral Competencies
- Ensures Accountability: Takes responsibility for commitments and communicates work status.
- Plans and Aligns: Organizes tasks to meet organizational goals and supports project timelines.
- Tech Savvy: Utilizes relevant technologies and adapts to innovations in business applications.
- Optimizes Work Processes: Continuously improves work efficiency and quality.
- Action-Oriented: Approaches tasks with energy, urgency, and enthusiasm.
PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.
Top Skills
NetSuite
Salesforce
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The Company
What We Do
PDI Technologies resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers. www.pditechnologies.com
