Billing Specialist

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.
• Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future. PDI Technologies is unable to offer visa sponsorship for this role.

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.