Billing Analyst

Mckenney; Atlanta (GA); On-site; USD 48,000 - 64,000; Full time

Job summary

McKenney’s is seeking a Billing/BSD Support Team member to handle high-volume service billing with accuracy for the Atlanta and Charlotte divisions. You will review work orders, liaise with account managers and customers, and ensure timely invoicing and billing documentation.

The role requires 3+ years in dispatch/customer service or accounting-related work, proficiency with Word/Excel/Outlook and Salesforce, and a strong focus on accuracy and customer experience.

Qualifications

• Three years of experience in a dispatch/customer service or accounting-related position.
• Experience with Microsoft Word, Excel, Outlook, and Adobe PDF.

Responsibilities

• Review service work order documentation and provide billing information to account managers for approval.
• Communicate with account managers and customers to request information to complete the billing process.
• Review unbilled reports and act on outstanding issues to meet AR deadlines.
• Submit and send invoices to customers following billing requirements.
• Collaborate with customers, account managers, technicians, and other departments to resolve billing issues.
• Provide updates on invoices aging over 30 days.
• Lead monthly meetings with account managers to review aging invoices.
• Become a subject matter expert on customer-specific billing portals.
• Support customer requests for billing documentation from the account management team.
• Perform data management and use reporting tools to identify and fix problems.
• Support efforts to enhance the customer experience.

Skills

Billing and data accuracy

Team player

Detail-oriented

Communication

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Word

Excel

Outlook

Adobe PDF

Salesforce

Job description

JOB SUMMARY

This position will work in a team environment while undertaking a high volume of service billing with a high degree of accuracy and providing support for the Atlanta and Charlotte Building Services Division and their customers.

JOB RESPONSIBILITIES

• Review service work order documentation and provide billing information to account managers for approval.
• Communicate with account managers and customers to request any information necessary to complete the billing process.
• Review unbilled reports and act on any outstanding issues to ensure AR deadlines are met.
• Submit and send invoices to customers following customer-specific billing requirements.
• Communicate with customers, account managers, technicians, and other departments to collaborate on and resolve billing-related issues.
• Provide updates on billed invoices that age over 30 days.
• Lead monthly meetings with account managers to review, update, and follow up on aging invoices.
• Become a subject matter expert on specialty customer requirements, such as using customer-specific billing portals.
• Collaborate with the account management team to support customer requests for billing documentation.
• Perform constant data management and use reporting tools to proactively identify and correct problems.
• Actively and consistently support all efforts to simplify and enhance the customer experience.
• Use Salesforce to research customer details and work order information, and update data as needed.
• Review, edit, and send customer proposals and service maintenance contracts.
• Be a managing member of the BSD Correspondence mailbox.
• Perform other BSD Support Team duties as needed.

BASIC QUALIFICATIONS

Education and Experience

• Three years of experience in a dispatch/customer service or accounting-related position.
• Experience with Microsoft Word, Excel, Outlook, and Adobe PDF.
• High school diploma or GED.

Knowledge, Skills, and Abilities

• 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.

PREFERRED REQUIREMENTS

• Two or Four Year College Degree.
• Previous experience in the construction or building services industry.
• 4+ years of experience in construction accounting or related roles.
• Experience with Salesforce or other CRM programs.

WORKING CONDITIONS AND PHYSICAL EFFORTS

• 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.

Moving Safety Forward, our initiative for continuous improvements in our safety culture, reminds us that we are on a journey toward a zero-incident culture. In all we do, we must work to build a partnership with our employees, customers and business associates that empowers them all with the ability to do their jobs safely.

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.