About the role
JOB SUMMARY
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.