Billing Analyst

McKenney's, Inc.; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

McKenney's, Inc. is seeking a Billing Specialist to manage high-volume service billing for the Atlanta and Charlotte Building Services Division. You will work with account managers and customers to gather information, prepare invoices, and ensure timely AR processing.

The role requires 3+ years in dispatch/customer service or accounting, MS Office proficiency, and experience with CRM systems like Salesforce. Strong communication and teamwork are essential in this office-based position.

Qualifications

• 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
• Two or Four Year College Degree
• 4+ years of experience in construction accounting or related roles
• Experience with Salesforce or other CRM programs

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

Skills

Detail-oriented

Organizational skills

Multitasking

Communication skills

Team player

Customer service focus

Education

High school diploma or GED

College degree (two or four year)

Tools

Salesforce

Job description

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