Job description
As a Billing Specialist, you will own the end-to-end credit memo process and serve as the primary lead for all invoice-related initiatives. This role is ideal for a tech-savvy problem solver who enjoys collaborating across functions to drive process improvements and meaningful change. You will act as a key liaison between internal departments and external customers to ensure billing accuracy and timely resolution of complex issues.
Location: Wilsonville, OR (Hybrid: 3 Days Onsite)
What You’ll Be Doing
- Escalation & Resolution: Lead the resolution of billing escalations from collection teams, ensuring all SLAs are met and status updates are clearly communicated to customers.
- Data Research: Utilize SFDC (Salesforce) and SAP to investigate and resolve intricate billing discrepancies.
- Invoicing Excellence: Manage accurate and timely invoicing for electronic billing and unique customer requests, including the verification of billing addresses and POs.
- Credit Memo Management: Own the full lifecycle of credit memos—from initial submission (triggered by Sales or Support) to final delivery to the customer.
- System Integrity: Perform data verification in SFDC for VAT/Sales tax exemptions and ensure all customer billing contact data is accurate.
- Process Improvement: Document existing workflows, identify bottlenecks, and recommend automation or process enhancements.
- Cross-Functional Collaboration: Partner with Customer Support and offshore teams to identify root causes of recurring issues and implement long-term solutions.
- Testing & Reporting: Participate in UAT (User Acceptance Testing) for new company initiatives and prepare detailed customer statement reconciliations.
What You’ll Bring to the Team
- Experience: 2+ years of professional experience in accounting, general ledger, bookkeeping, or account reconciliation.
- Technical Proficiency: 2+ years working with major ERP systems (SAP or Oracle) and SFDC. SAP billing and reporting experience is a significant plus.
- Analytical Skills: Advanced Excel capabilities (VLOOKUPs, Pivot Tables) and the ability to objectively analyze data to drive policy changes.
- Communication: Strong interpersonal skills with a proven ability to build relationships across different business units and offshore teams.
- Mindset: A self-motivated, detail-oriented professional who thrives in a collaborative, fast-paced environment.
