Billing Operations Analyst

Kforce Inc; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

401(k)

Job summary

Kforce is seeking a Billing Operations Analyst in Charlotte, NC. The role focuses on the billing readiness process for North America Field Service, ensuring proper cost postings, customer authorizations, and status updates for billing teams.

You will collaborate with field offices and markets to maintain accurate open orders and resolve billing-related issues. The position emphasizes process improvement, cross-functional collaboration, and adherence to internal controls.

Qualifications

• Minimum high school diploma or GED required.
• Bachelor's degree in Business or related field preferred.
• Experience in job costing, accounting, and customer service.
• HVAC service industry experience a plus.
• ServiceMax, Salesforce and SAP experience a plus.

Responsibilities

• Validate completion of jobs for billing, customer authorization, and ready-to-bill status.
• Communicate with field offices regarding status and issues.
• Monitor Open Order daily and for month-end activities.
• Address corrections and updates as needed.
• Assist with customer disputes with regular updates to the customer.
• Contribute to continuous improvement of the billing readiness process.

Skills

Customer service

Communication

Process improvement

Financial acumen

Education

High School diploma or GED

Bachelor's degree in Business

Tools

ServiceMax

Salesforce

SAP

Microsoft Office

Job description

Responsibilities

Kforce has a client in Charlotte, NC that is seeking a Billing Operations Analyst. Summary: The Billing Operations Analyst will primarily perform tasks associated with the billing readiness process for North America Field Service. Individuals will be working as a team to confirm job completion and customer authorization, posting and validating costs, correcting cost posting errors, validating correct confirmations and setting items to ready to bill status for work accomplished by our field offices. This team will manage the open order daily, meet with assigned markets weekly on Teams, work various invoice uploads inboxes daily. Key Responsibilities:

• Validate completion of jobs for billing, checking for customer authorization, completion/closure of the service order/project, validate correct cost postings and correcting as needed and setting jobs to Ready to Bill status for the billing team
• Communicate with field offices with regard to status and issues with jobs
• Commit to and monitor the Open Order status daily and for month end related activities
• Address corrections and updates as needed
• Assist with customer disputes as needed, providing regular updates to the customer
• Contribute to the continuous improvement of the billing readiness process

Requirements

• High School diploma or GED
• 5+ years of work experience in a business environment
• 1+ years of experience in Microsoft Office Suite

Preferred Qualifications

• Bachelor's degree in Business or other related field required
• Experience in job costing, accounting and customer service
• HVAC Service industry experience
• ServiceMax, Salesforce, and SAP experience
• Demonstrate and build deep process expertise
• Experience in customer service
• Foster a culture of continuous improvement
• Demonstrate financial acumen

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

• medical/dental/vision insurance
• HSA
• FSA
• 401(k)
• life, disability & ADD insurance to eligible employees.
• Salaried personnel receive paid time off.
• Hourly employees are not eligible for paid time off unless required by law.
• Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.