Job description
CAM & Invoicing Specialist
Job Description
The CAM & Invoicing Specialist will be responsible for handling customer accounts/tasks with outstanding customer service, and billing service calls while complying with customer subscriptions, abiding by company rules and regulations. They will be a purpose-driven partner with our sales representatives to maximize customer satisfaction while maintaining an extensive contract database.
Essential Duties and Responsibilities include the following, but not limited to:
- Implement new subscriptions into Oracle
- Review subscription data and contacts sales representative and/or client for clarification
- Create Subscription Header Page
- Create Subscription by adding the correct Product Lines, equipment, pricing, coverage hours and days of service, SLAs and verify/enter service type
- Update subscriptions as changes are submitted
- Clarify any discrepancies or question with the sales representative and/or the client
- As subscriptions expire Client Services Specialists reviews & corrects if required
- Contract for increase amount
- Review subscription notes for renewal changes
- Receive/execute cancellation notices
- Review subscription terms
- Notify the sales representative and cancellation distribution list
- Process the cancellation, apply the credit, remove the PM schedule, and verify open calls
- Review service calls submitted to the Ready to Invoice queue in Oracle
- Review subscription data and client data for special billing rates
- Ensure that proper client, proper address, equipment, closure information and billing is on call
- Handle client & internal reviews & disputes
- Communicate changes of billing processes or client subscriptions to other departments
- Perform additional duties as assigned
Qualifications, Job Skills & Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but is not an inclusive list of duties.
- Proficiency in Microsoft Windows, Excel, and Oracle software is a plus
- Above and beyond customer service in all situations
- Responds promptly to customer needs, meets customer commitments, and solicits feedback from the customer
- Maintains professional confidentiality and patience with customers and within the workplace
- Manages difficult or emotional customer situations
- Critical thinking, quick decision making, and using reason while dealing with emotional topics
- Conflict resolution and problem solving
- Identify and resolve problems in a timely manner by gathering and analyzing information skillfully, developing alternative solutions
- Speaks clearly and persuasively in a positive manner even in negative situations
- Clear verbal and written communication, effective listening, asks for assistance and clarification when needed
- Research, analyze and provide effective alternative solutions with departmental data and information
- Abilityto review service calls, make an informed decision and justify why the decision was made
- Collaborate with co-workers and contribute to group discussion and problem-solving situations
- Exhibit teamwork and act with empathy and focus while resolving conflict/problems
- Ability to build, maintain, and contribute to a positive team workplace
- Dependable and consistent attendance ensuring work duties are covered when absent
Education and/or Experience
- Some college or 2+ years equivalent experience in a comparable industry. Preference will be given to those who have prior experience in the following areas: contract management, invoicing, customer service, and/or call center.
