The Role
The Billing Specialist handles customer billing inquiries, processes updates and changes, resolves payment issues, and collaborates with various teams for smooth operations.
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 serves as the primary point of contact for customer billing inquiries, account maintenance, cancellations, and payment resolution. This role supports high-volume customer interactions through phone, chat, and email, delivering exceptional service while ensuring billing accuracy. The ideal candidate has strong communication skills, attention to detail, and the ability to navigate multiple billing and CRM systems efficiently in a fast-paced environment.
Key Responsibilities
- Process billing updates, account changes, cancellations, and refunds in internal systems.
- Respond to customer billing inquiries via phone, chat, and email with professionalism, clarity, and timely follow-up.
- Review and resolve failed or past-due payments using Stripe.
- Verify and apply customer billing discounts accurately across systems.
- Maintain accurate logs, trackers, and documentation of all customer interactions.
- Collaborate with Sales, Support, and Accounting teams to resolve issues and ensure smooth customer experiences.
- Support monthly chain billing activities including payment confirmation, reconciliation, and account updates.
Qualifications
- 0-2 years of customer-facing billing, customer support, or financial operations experience preferred.
- Experience with Salesforce, Stripe, and Excel-based trackers preferred.
- Bachelor’s degree in related field or equivalent experience preferred.
- Skills:
- Strong customer service and communication skills (phone and written).
- High attention to detail and accuracy in billing, documentation, and data entry.
- Ability to multitask and remain organized while handling high-volume interactions.
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
Excel
Salesforce
Stripe
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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
