Billing Specialist


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Full Job Description

Company Description
CoEnterprise is an award-winning B2B software and professional services company headquartered in New York City. Founded in 2010, CoEnterprise delivers Data & Analytics solutions and services that transform how companies connect and do business. CoEnterprise approaches each relationship and engagement from the perspective of three core values: collaboration, ownership, and excellence. We value collaboration with both our partners and clients in order to present the best possible outcome for our customers. Our vow to accept ownership ensures that our entire staff takes pride in our work and it is our commitment to excellence that ensures that this work is at the highest standard possible.

Job Description
CoEnterprise is seeking a Billing Specialist to facilitate company growth. This role is responsible for all monthly invoicing for a growing number of clients and requires a self-disciplined, problem solver with excellent project management skills and a good eye for detail. The role requires a tech savvy professional to handle complex billing and payment processing as well as importing and exporting data and troubleshooting. The right individual should be open to learning, identifying continuous process improvements, be someone that understands the importance of client relationships and will be comfortable building relationships with our clients and employees using telephone and email.
Responsibilities include:

Prepares and submits complex invoices for T&M and Fixed Price contracts on a monthly basis:

Work with Project Managers to collect hours and milestones ready for invoicing,
Process invoices in Harvest (ERP) and QuickBooks.
Submit invoices on clients’ portals, or through other applications such as Ariba, Coupa.
Prepares and submits software license resell invoices:
Get ready-to-invoice quotes from Salesforce and create invoices in Quickbooks, via an upload process
Reconcile bill from vendors with quote from Salesforce
Prepares monthly recurring Support and SaaS invoices
Must be able to manage, update, create several Excel trackers
Processes/posts incoming checks using QuickBooks system; reviews customer accounts, confirms how payments are to be applied, and applies payments as appropriate.
Reconciles customer payments applying incoming payments to outstanding account balance.
Researches and resolves account payment discrepancies; make adjustments to accounts as needed.
Prints ledgers detailing opened accounts and accounts receivable activity.
Communicate with customers over the phone or by email about invoice questions regarding balance inquiries, discrepancies, and credit issues.
Communicates customer needs to other departments as appropriate.

Qualifications

*
Bachelor’s degree in Accounting

At least 2 years of billing/invoicing experience
Knowledge of accounting practices and accounts receivable reconciliation
Experience in accounting and/or customer service environment
Proficiency in Microsoft Excel
Strong data entry and keyboarding skills
High level of attention to detail
Provides excellent customer service when interacting with customers
Ability to effectively use a calculator and/or add machine
Good verbal and written communication skills
Ability to work independently and at a fast pace
Strong follow-up skills

Additional Information
Come experience our spirited culture and work with a smart, dedicated and high-energy team in a stable and fast-growing company! Here is a small sample of the benefits and perks we offer:

Casual dress code everyday
Comprehensive Medical, Dental and Vision
Matching 401k
Generous PTO policy
Commuter Benefits
Happy Hours and other fun events
Game/Break room and snacks
Bagel Wednesdays

Our New York City headquarters is in midtown conveniently located near Penn Station, Port Authority and Times Square).
At CoEnterprise, we believe diversity drives innovation. We are committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of our business. In recruiting for our team, we welcome the unique contributions that you can bring. We value employees for their differences represented by a variety of dimensions including demographics, behaviors, work style and perspectives.
We are an AA/EOE employer.

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