What are the responsibilities and job description for the BILLING & COLLECTION SPECIALIST position at Cranemasters?
Description
Job Title : Billing and Collection Specialist
Division : Chesterfield / Corporate
Basic Function :
Responsible for timely, accurate and complete recording of customer billing. Includes billing for job cost, time and material, contract and emergency services.
Essential Functions :
- Compiles job cost data from source documents (project reports and electronic format) in order to produce accurate invoices. Verifies data, seeks missing data (unreported equipment usage, labor and / or expenses) from appropriate department / division. Submits invoices to appropriate division manager, department head or director for review and finalization. Follows-up as needed to meet deadlines. Enters accurate data into Vista or other system / program as needed.
- Collaborate and communicate with all levels of Cranemasters team members in order to obtain information necessary for accomplishment of customer billing. Follows-up and pursues billing related data ensuring that all job costs are fully accounted for and billed appropriately.
- Ability to multitask and follow-up on billing data requests as needed, ensuring all job-related costs are fully accounted for and billed appropriately and timely.
- Submit invoices by email or customer portal. Responsible for follow-up on unpaid invoices.
- Acts as single point of contact for internal and external customers to complete billing process.
- Provides a high level of customer service to both internal and external customers by prompt and thorough attention to details.
- Answers questions, resolves problems, makes adjustments and communicates in such a manner so as to keep divisions / departments informed of billing in-process.
- Document, communicate, and pass along information related to accomplishment of field activities that have the potential to impact billing.
- Proactive in seeking information, develops knowledge of Cranemasters work in order to perform work in such a manner as to ensure accuracy of final customer invoice.
- Utilize and accurately interpret source documents including customer contracts that can have the potential to impact billing.
- Responsible for accomplishment of month-end closing assignments.
- Follows established processes for import / export of data from various systems / programs.
- Ability to learn and effectively use the different modules in Salesforce and Vista essential to processing invoices.
- Other duties as assigned.
- Required Travel : less than 5% - travel occasionally to other Cranemasters Divisions;
travel for conferences, workshops and / or seminars.
Subordinate Positions : none
Immediate Supervisor's Title : Accounts Receivable Manager
Required Knowledge, Skills, and Abilities :
Physical Demands :
Required Certifications and Licenses :
