Billing Coordinator

UG2; San Francisco (CA); On-site; USD 60,000 - 76,000; Full time

Job summary

UG2 is seeking a Billing Coordinator in San Francisco to manage invoicing, data integrity, and billing workflows in a fast-paced environment. The role involves issuing invoices, onboarding clients into Sage Intacct, updating records, and ensuring accuracy across departments.

You will collaborate with operations and other teams to resolve discrepancies, prepare reports, and support month-end closings. Strong numerical, Excel, and communication skills are essential.

Qualifications

• Proven experience as a Billing Specialist or similar role.
• Excellent numerical and data entry skills.
• Strong attention to detail and accuracy.
• Proficiency in using MS Excel.
• Experience with billing software Sage Intacct a plus but not required.
• Effective communication and interpersonal skills.
• Ability to work independently and prioritize tasks.

Responsibilities

• Prepare and issue accurate and timely invoices to clients based on services rendered.
• Insuring accurate and proper customer on-boarding into Sage Intacct.
• Updating customer information as needed.
• Review billing documents for accuracy and completeness, resolving any discrepancies as needed.
• Ensuring all billing is allocated to the proper departments.
• Assist the operations team in all billing requests and issues.
• Investigate and resolve billing discrepancies and errors.
• Communicate with the operations team to answer billing inquiries and resolve payment issues.
• Collaborate with internal teams, to ensure seamless billing processes and clean month end closings.
• Maintain proper documentation of billing activities.
• Generate reports related to billing activities and account receivables.
• Perform special projects delegated from management as needed.

Skills

Numerical skills

Data entry

Attention to detail

MS Excel

Communication

Independent work

Prioritization

Tools

Sage Intacct

Job description

Major Function

The Billing Coordinator is primarily responsible for all job tasks associated with billing, including but not limited to preparing and issuing invoices, verifying billing data, and ensuring billing tasks are completed timely and accurately. The individual must possess excellent numerical and data entry skills, and strong attention to detail. Must have effective communication and interpersonal skills, the ability to work independently, and the ability to prioritize tasks and meet deadlines in a fast-paced environment.

Job Responsibilities

• Prepare and issue accurate and timely invoices to clients based on services rendered.
• Insuring accurate and proper customer on-boarding into Sage Intacct.
• Updating customer information as needed.
• Review billing documents for accuracy and completeness, resolving any discrepancies as needed.
• Ensuring all billing is allocated to the proper departments.
• Assist the operations team in all billing requests and issues.
• Investigate and resolve billing discrepancies and errors.
• Communicate with the operations team to answer billing inquiries and resolve payment issues.
• Collaborate with internal teams, to ensure seamless billing processes and clean month end closings.
• Maintain proper documentation of billing activities.
• Generate reports related to billing activities and account receivables.
• Perform special projects delegated from management as needed.

Key Interactions

• Engage with all leaders and stakeholders.
• Engage with all employees organizationally as needed.
• Partner with the Billing Manager and Billing Director

Requirements (Knowledge, Abilities, Skills, And Education And/or Experience

• Proven experience as a Billing Specialist or similar role.
• Excellent numerical and data entry skills.
• Strong attention to detail and accuracy.
• Proficiency in using MS Excel.
• Experience with billing software Sage Intacct a plus but not required.
• Effective communication and interpersonal skills.
• Ability to work independently and prioritize tasks effectively.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.

Working Conditions And/or Physical Requirements

• Office-based role with potential for occasional visits to operational sites.
• Attention to detail, organization skills, and the ability to work in various physical positions, including standing, sitting, and walking.

About UG2

Founded in 2012, UG2 is privately held and headquartered in Boston, Massachusetts. At UG2, we set the standard in facility services through our relentless pursuit of innovation and excellence. We take pride in exceeding client expectations and fostering a culture of continuous improvement.

Every team member is integral in shaping our strategy and driving our mission. By embodying our commitment to service excellence, they directly contribute to UG2's growth and our reputation for delivering unparalleled results in a client-focused industry.

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