Processes and validates customer invoices, resolves billing discrepancies, and ensures timely submissions through manufacturer portals. Coordinates with sales, service coordinators, and project managers on billable work; prepares WIP and other reports; maintains customer records; supports financial onboarding, commission entry, data cleanup, and process improvements. Serves as the primary contact for customer billing issues while managing multiple deadlines and maintaining accurate billing data.

Coordinates customer orders and service requests from pre-sale through post-sale delivery. Maintains accurate CRM and manufacturer portal records, tracks shipments and work status, communicates updates, supports onboarding, escalates issues, and coordinates cross-functional resolution. Performs portal audits, data cleanup, reporting, process documentation, simple quoting, and sales support activities while ensuring accurate order administration and a consistent customer experience.