Billing Specialist Job Description

Effective Billing Specialists should have a good understanding of accounting software, billing regulations and industry standards.

Get closer to hiring the talent you need with our free Billing Specialist Job Description Template.

Billing Specialist Job Overview

We at [Company Name] are seeking a Billing Specialist for our [Office Name] based in [Location].

As our Billing Specialist, you will make sure that clients or customers receive their invoices on time and with the correct information. This role reports directly to our [Position Title].

We’re looking for candidates who have incredible attention to detail and a solid grasp of billing regulations.

Salary: $39,000–$42,000/year

Schedule: Full-time, office-based

Billing Specialist Duties & Responsibilities

• Process invoices for clients or customers, ensuring efficiency and accuracy
• Track and manage payments, including following up on overdue payments as necessary
• Review sales and service contracts to verify pricing, quantities and other relevant details
• Collaborate with different departments and team members to resolve any discrepancies in billing information
• Address and respond to inquiries or concerns related to billing from clients or internal stakeholders
• Utilize accounting software (e.g., QuickBooks, Excel) to generate invoices and maintain accurate billing records
• Stay updated on billing regulations and industry standards to ensure compliance and accuracy
• Assist in the development and improvement of billing processes and procedures for efficiency
• Prepare regular reports on billing activities and financial transactions for management review
• Work with the finance team to reconcile billing records and ensure accurate financial reporting
• Provide training or support to internal staff on billing processes and software usage
• Investigate and resolve billing issues, including working with clients to resolve discrepancies or disputes
• Collaborate with sales and customer service teams to address billing-related issues and improve overall customer satisfaction
• Participate in the implementation of new billing systems or software upgrades
• Maintain confidentiality and handle sensitive billing information with discretion
• Contribute to a positive and collaborative team environment within the finance department

Billing Specialist Experience Requirements & Skills

• Minimum of [Number] years of experience in billing or a related role
• Familiarity with invoicing processes, including generating and reviewing invoices accurately
• Proficiency in using accounting and spreadsheet software for data analysis and reporting
• Strong communication skills to address inquiries, concerns, and discrepancies with clients and internal teams
• Strong organizational skills to manage multiple billing tasks and deadlines effectively
• Problem-solving skills to investigate and resolve billing issues

Billing Specialist Education & Qualifications

• Bachelor’s degree; Accounting or Finance degree preferred
• Additional certifications or courses in billing, accounting or a related field are a plus

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