Billing Specialist, Optro

• 1-2 years of experience as a Billing Specialist or similar role
• Proven written and interpersonal skills that come with a customer-facing role. Takes an active interest in increasing customer happiness and deepening customer relationships
• Passion for numbers and financial data
• Excellent knowledge of MS Office
• Detail oriented with high standards to accuracy
• Self-motivated, proactive, energetic team player

Desirable

• Your main goal will be to help guarantee the company’s cash revenues
• As a Billing and Collections Specialist, you will undertake a variety of financial and non-financial tasks, including setting up and invoicing clients, communicating and problem-solving to manage open balances, and processing incoming payments
• Create and distribute invoices to customers in accordance with contract terms
• Manage the status of accounts and balances and identify inconsistencies; manage cash applications and check the validity of debit accounts
• Process credit memos and invoice adjustments
• Update accounts receivable database with new accounts or customer details
• Ensure all clients remain informed on their outstanding debts and deadlines
• Provide solutions to client invoicing or collections issues
• Identify delinquent accounts, manage the dunning process and initiate outreach efforts to encourage timely collection
• Report on collection activity and accounts receivable status
• Complete vendor setup forms and vendor portal/PO process set up
• Work with the Sales and Success teams in an effort to collect past due receivables
• Engage in sometimes difficult conversations while maintaining an always-professional and customer-first attitude
• Develop and maintain process/training documentation for improving billing procedures
• Participate in monthly Accounting Close activities as needed (AR reconciliations, Bad Debt Reserves)
• Assist with general operational projects and issues as needed