Billing & Client Services Specialist at Peterson Farms — NeverHard

Primary responsibility is acting as a liaison between customers and our company; while performing duties assisting with order entry, data entry, invoicing, billing, and account maintenance transactions in a timely and accurate manner as a member of the Sales/Customer Service team working in conjunction with the Finance Department. RESPONSIBILITIES Recognizes, reconciles, and corrects mismatched billing data based on established business rules. Monitors and tracks billing transactions to ensure efficient and accurate processing. Ensures the timely processing of all billing transactions. Issue billing adjustments. Interface with internal customer service on customer inquiries. Assist in analysis and allocation of inventory to customer contracts. Complete and assist in managing and process contractual changes. Assist in Accounts Receivable collections with customers. Communicate billing issues with the technical department and leadership to ensure timely resolution. Identifies operational root causes and expected outcomes for billing issues. Documents billing issues/improvements for resolution/change implementation. Other duties as assigned. OTHER SPECIFIC KEY INFORMATION • INVOICING Perform a daily reconciliation of previous-day's shipping Bills of Lading (BOLs) against customer service order packets to ensure data accuracy. Verify batch report data for accuracy in pricing, quantity, and dates to prepare shipped orders for the invoicing process. Invoice shipped orders, print and email to customers. Complete invoice process on specific customer portal/EDI programs. • K12 ADMINISTRATION Upload direct ship customer invoices. Processing rebate forms for payment and uploads on K12. Complete transfer requests. • AR DEDUCTIONS Researching deductions taken off payment. Reviewing deductions for accuracy. Coding remittance to be sent back to AR for processing credits. QUALIFICATIONS Education High school graduate or equivalent required. Associates Degree preferred. Work Experience 1-2 years of billing, accounting, and finance experience 2+ years of customer service and/or general office experience preferred Prior Experience with data quality processes, system audits or invoice reconciliation Familiarization with EDI transaction processing desirable Skills and Knowledge Ability to work in a fast-paced, deadline oriented environment Strong organizational, interpersonal, communication and analytical skills Highly attentive to detail Intermediate Microsoft Office skills (Excel, Word, Outlook)