JOB SUMMARY
This position will work in a collaborative team environment, managing a high volume of billing with accuracy and efficiency, while providing proactive support to the Atlanta and Charlotte Building Services Division and their customers. The ideal candidate will be detail-oriented, possess critical thinking skills, and demonstrate a strong willingness to go the extra mile to ensure customer satisfaction and billing accuracy.
DUTIES AND ESSENTIAL JOB FUNCTIONS
- Review service work order documentation and provide billing information to account managers for approval.
- Review, bill, and submit project invoices for assigned account managers, ensuring accuracy and completeness.
- Communicate with account managers and customers to gather any information necessary to complete the billing process.
- Review unbilled reports and resolve outstanding issues to meet AR deadlines proactively.
- Submit and send invoices to customers following customer-specific billing requirements.
- Collaborate with customers, account managers, technicians, and other departments to solve billing-related issues, utilizing critical thinking and problem-solving skills.
- Provide timely updates on billed invoices that are over 30 days past due.
- Lead monthly meetings with account managers to review, update, and follow up on aging invoices.
- Become a subject matter expert on specialized customer billing requirements, including customer-specific billing portals.
- Collaborate with account management teams to meet customer requests for billing documentation, ensuring thoroughness and attention to detail.
- Perform data management using reporting tools to proactively identify, address, and resolve billing discrepancies.
- Actively contribute to simplifying and enhancing the customer experience through critical thinking and process improvement.
- Use Salesforce to research customer details, update work order information, and ensure billing records are accurate and up to date.
- Review, edit, and send customer proposals and service maintenance contracts, ensuring completeness and alignment with billing requirements.
- Help maintain a shared mailbox to update existing customer and site information requests.
- Perform other BSD Support Team duties as needed.
BASIC QUALIFICATIONS
- Minimum three years of experience in a billing, accounting, or related customer service role.
- Experience with Microsoft Word, Excel, Outlook, and Adobe PDF.
- High school diploma or GED.
PREFERRED QUALIFICATIONS
- 2 or 4-year college degree in business, accounting, or related field.
- Previous experience in the construction or building services industry.
- 4+ years of experience in construction accounting or related roles.
- Experience with Dynamics, Salesforce and Outlook are essential; other CRM programs will be considered.
KNOWLEDGE, SKILLS, ABILITIES, AND CHARACTERISTICS
- Focuses on continuous improvement by taking on challenges, proactively increasing skills and capacity, and improving knowledge and performance over time.
- Detail-oriented with strong organizational skills.
- Ability to prioritize work and manage multiple projects.
- A well-developed sense of judgment.
- Exudes a positive attitude with customers, peers, and other McKenney’s team members.
- Strong interpersonal skills and desire to be a team player.
- Ability to use time productively, maximize efficiency, and meet challenging work goals.
- Able to demonstrate a serious commitment to accuracy and quality while meeting goals or deadlines.
- Ability to take on additional responsibilities as needed as well as determine and manage priorities with minimal guidance.
- Must possess and maintain an exceptional work ethic, uphold company values, and demand the highest standard of conduct from self and others.
- Excellent communication skills—both written and oral.
WORKING CONDITIONS AND PHYSICAL EFFORT
Work is normally performed in a typical interior/office environment. No or very limited exposure to physical risk. No or very limited physical effort required.
McKenney’s is an Equal Opportunity Employer committed to workforce diversity. Qualified candidates will receive consideration without regard to age, color, religion, sexual orientation, disability, national origin, or gender identity. McKenney’s is a smoke-free and drug-free workplace.
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