Technical Billing, Team Lead

Wheels, LLC; Schaumburg (IL); On-site; USD 70,000 - 95,000; Full time

Job summary

Wheels, LLC seeks a Team Lead, Technical Billing to coordinate daily tasks, mentor Billing Technicians, and ensure timely client pricing changes. This role serves as weekend billing lead and acts as a functional SME for daily tasks and monthly audits with client invoicing.

The position emphasizes data accuracy, cross-team collaboration, and implementing system enhancements in a fast-paced environment. In-office preference in Schaumburg, IL or Alpharetta, GA.

Qualifications

• Associate's or Bachelor's degree in Finance, Accounting, or related field preferred, or equivalent mix of education and experience.
• Minimum of 3 years in billing operations, invoicing, or financial transaction processing.
• Experience providing peer support, task coordination, and informal leadership within a team.
• Intermediate to advanced Excel skills including Pivot Tables and Lookups/Formulas.
• Experience using SQL, Visual Basic, or Access is required.

Responsibilities

• Assist in monitoring day-to-day billing operations to ensure timely and accurate processing.
• Serve as the first point of contact for internal questions related to billing processes, discrepancies, or data interpretation.
• Distribute and track tasks within the team to ensure deadlines and service levels are met.
• Support the creation of recurring analytical reports by gathering and preparing data.
• Maintain data integrity for reporting tools and collaborate with stakeholders on data cleanup or clarification.
• Work closely with the supervisor and IT during testing phases of system enhancements or upgrades.
• Help document system issues and user feedback for reporting to IT.
• Assist with onboarding and mentoring new team members to accelerate integration and performance.
• Encourage collaboration, accountability, and a solution-oriented mindset within the team.
• Other special projects as assigned.

Skills

Billing operations

Task coordination

Leadership

Analytical skills

Excel

Education

Associate/Bachelor in Finance or Accounting

Equivalent education/experience

Tools

SQL

Visual Basic

MS Access

Pivot tables

Job description

The Team Lead, Technical Billing provides task coordination and team support. The team lead will assign daily tasks and ensure key deadlines are completed. They will be the primary support for the day-to-day operations for the Billing Technicians. Calculate and implement complex client pricing changes. This role includes serving as the primary weekend billing support lead, ensuring continuity of operations. Functional subject matter expert on all billing related daily tasks and monthly audits with a client invoicing component.

KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS

• Assist in monitoring day-to-day billing operations to ensure timely and accurate processing
• Serve as the first point of contact for internal questions related to billing processes, discrepancies, or data interpretation
• Distribute and track tasks within the team to ensure deadlines and service levels are met
• Support the creation of recurring analytical reports by gathering and preparing data
• Maintain data integrity for reporting tools and collaborate with stakeholders on data clean-up or clarification
• Work closely with the supervisor and IT during testing phases of system enhancements or upgrades
• Help document system issues and user feedback for reporting to IT
• Assist with onboarding and mentoring new team members to accelerate integration and performance
• Encourage collaboration, accountability, and a solution-oriented mindset within the team
• Assist with onboarding new team members, helping them integrate into both the workflow and team culture
• Other special projects as assigned

LEADERSHIP RESPONSIBILITIES

• Provide informal coaching and training; promote knowledge-sharing and best practices to enhance team capability

COMPETENCIES - SKILLS

• Strong analytical and organizational skills
• Ability to work with varying seniority levels, including staff, managers, clients, and external partners
• Must have the ability to work in a fast-paced environment

EDUCATION AND EXPERIENCE

• Associate’s degree or Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred OR an equivalent combination of education and relevant work experience
• Minimum of 3 years of experience in billing operations, invoicing, or financial transaction processing
• Demonstrated experience providing peer support, task coordination, and/or informal leadership within a team environment
• Intermediate to Advanced skills in in Microsoft Excel (Pivot tables and Lookups and Formulas)
• Demonstrated experience in using SQL, Visual Basic, or Access is required

JOB SPECIFICATIONS, PHYSICAL DEMANDS and WORK ENVIRONMENT

• Work Environment: This position can be in either in either Schaumburg, Ill (preference) or Alpharetta, GA and operates in a professional office environment
• Positions Type/Standard Schedule: This is a full-time position, Monday through Friday; In-office 3 days, 8a-5p CT
• Travel: No Travel required for this position

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.