National Accounts Billing Specialist

NATIONAL ACCOUNTS BILLING SPECIALIST

Job Summary

The National Accounts Billing Specialist is responsible for accurate and timely service billing for national account customers across multiple locations. This position manages the billing process from review of service documentation through invoice submission in customer billing portals.

The Billing Specialist ensures invoices meet customer-specific requirements, research and resolves rejected invoices or documentation issues, and works with local offices, Service, Accounting, and other departments to prevent billing and payment delays.

Essential Job Functions

• Process and submit service invoices accurately and within established billing timelines.
• Review work orders, purchase orders, billing information, and supporting documentation for accuracy and completeness.
• Submit invoices and required documentation through customer billing portals.
• Follow customer-specific billing, documentation, and submission requirements.
• Identify missing, inaccurate, or conflicting information and coordinate with the appropriate teams to resolve issues.
• Research, correct, and promptly resubmit rejected invoices.
• Maintain accurate records of invoice submissions, rejections, corrections, and resolutions.
• Organize and prioritize billing responsibilities across multiple customers and locations to meet deadlines.
• Collaborate with local offices, Service, Accounting, and other departments to resolve billing issues and prevent delays.
• Maintain organized, confidential, and auditable billing records and provide cross-coverage as needed.

Education and Experience

Required

• High school diploma or equivalent.
• Previous experience in billing, invoicing, accounts receivable, customer service, or administrative support.
• Proficiency with computers and standard business software.
• Experience reviewing detailed information and supporting documentation for accuracy.

Preferred

• Associate or bachelor’s degree in accounting, finance, business administration, or related field.
• Two or more years of billing, invoicing, accounts receivable, or related experience.
• Experience with national accounts, service, or high-volume billing.
• Experience submitting invoices through customer billing portals and resolving invoice rejections or discrepancies.
• Experience managing billing responsibilities across multiple customers or locations.
• Experience with Service Trade, Sage Intacct, Salesforce, Service Channel, Microsoft Office, or similar systems.

Knowledge, Skills, and Abilities

• Strong attention to detail and commitment to accuracy.
• Strong organizational and time-management skills with the ability to manage multiple deadlines.
• Ability to identify and resolve missing, inaccurate, or inconsistent billing information.
• Ability to learn and navigate multiple customer portals and business systems.
• Strong research, analytical, and problem-solving skills.
• Effective written and verbal communication skills.
• Ability to work independently while collaborating effectively across departments.
• Ability to maintain accurate and confidential records in a high-volume environment.

Performance Expectations

Performance will be evaluated based on:

• Accuracy and timeliness of invoice processing and submission.
• Compliance with customer billing and documentation requirements.
• Timely resolution and resubmission of rejected invoices.
• Accuracy and completeness of billing records.
• Effective communication and follow-up on billing issues.
• Ability to organize and prioritize multiple customers and deadlines.
• Collaboration with local offices and other departments.
• Compliance with company policies and established billing procedures.

Physical Requirements

Primarily an office-based position requiring extended periods of sitting and computer use, with occasional standing, walking, and bending.