Collections and Billing Analyst
Calabrio, Inc.
SFDC
Job Level
JuniorMid-Level
About the role
- Maintain trackers daily with accuracy.
- Submit invoices in a timely manner in the customer portals.
- Work with branches and CRM’s to solve issues on items that are not able to submit in the customer portal.
- Problem solving and resolution – identifying issues and following through to resolution with the necessary individuals.
- Take lead on getting setup on new portals and or new customers moving to a customer portal for invoice submission.
- Maintain monthly issue file and provide it to leadership to being visibility to issues.
- Prepare monthly stats on e-billing volume by portal.
- Perform various financial transactions related to billing and support the entire billing process.
- Be the key resource for billing support.
- Establish and maintain professional working relationships with customers and others involved in the billing process.
- Must be able to recognize confidentiality issues and protect such information from inappropriate disclosure.
- Process approved invoice cancellation and/or credits.
- Employees will also perform other reasonable related duties as assigned by their immediate supervisor or manager.
Requirements
- High school diploma
- 2+ years of billing experience
- Solid Computer Skills including email, MS Access, MS Word, MS Excel, and electronic spreadsheet skills
- Working knowledge of SAP (preferred)
- Excellent communications skills; both written and verbal
- Ability to be detail oriented and possess strong organizational skills
- Ability to overcome obstacles, encounter the unexpected and continue moving forward
- Ability to work well under pressure and in a fast-paced environment
- Able to work well with a team as well as individually
- Self motivated and reliable
- Must have a strong desire to learn
