Responsible for all customer billing activities, including daily system invoicing, customer portal invoice entry and facilitation of all customer Purchase Orders. Manage client relationships as related to billing.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Ensure timely Oracle invoicing:
Run Oracle invoicing and associated billing processes daily, coordinate exceptions to standard billing process, enter invoices into customer invoicing portals to ensure prompt payment.
Coordinate monthly Cloud invoicing and resolution of billing errors between systems and customer setups.
Research and resolve customer invoice disputes and reconciliations as needed.
Manage Customer Purchase Order Process:
Daily coordination of PO mailbox, requesting PO’s, adding PO’s to invoices and Oracle, and resending to customers or entry into invoicing portals, monthly run the PO request program.
Daily action Vertex Invoicing mailbox for invoice entry into customer portals, invoicing exceptions, PO’s required, and invoicing questions.
Daily action Vertex Invoice Inquiry box to resolve customer invoicing questions and coordinate responses with AR Specialist and/or Collector when needed.
Ensure customer satisfaction:
Develop mutually beneficial, long lasting relationships with both internal and external customers
Timely resolution of billing and/or contract issues preventing payment
Coordinate issue resolution with multiple internal customers/groups
Knowledge of Vertex Business Model:
Develop an understanding of operational and strategic processes/initiatives within the organization and how they are best coordinated with A/R and Collections processes.
Maintain accounting files and records:
Maintain customer profile information and shared files necessary to resolve invoice discrepancies and accurate customer invoicing portal data.
Collaborate with Work Group and other Work Areas:
Proactively review processes and suggest areas for improvement/updating. Work with cross functional partners and internal customers to develop interdepartmental processes that increase the operational efficiency of the organization, drive cash flow, and reductions in days sales
Participate in other projects, learning initiatives, or duties as assigned.
Provide backup to other collectors, and Accounts Receivable Specialist as needed
KNOWLEDGE, SKILLS AND ABILITIES:
Ability to work with both internal and external customers to identify and resolve complex issues associated with billing.
Excellent communication skills, both written and verbal
Ability to work independently and make fast, yet thoughtful decisions
Ability to prioritize workload, thrive in a fast-paced environment, and meet deadlines
Ability to develop and maintain mutually beneficial relationships with internal and external customers
Ability to review and interpret contracts related to financial obligations of the customer and organization
Ability to quickly learn new operating systems and associated programs
Detail oriented with sound understanding of order to cash cycle
Team player who can think independently and bring new ideas/improvements to the work group
Proficient in MS Office, with concentrations in Excel and Word