Client Invoicing Coordinator

Primary Roles & Responsibilities

·        Processing and submitting invoices on a daily basis.

·        Examine customer invoices prior to being sent for accuracy by checking the address, coding and quote numbers as well as confirming that all backup information is present and correct.

·        Assist the Client Invoicing Analyst with month end tasks assigned to help with the closing process.

·        Verify and examine unbilled reports from respective ERP.

·        Work cross-functionally within the SDO, Customer Service Representative and Dispatch Teams to ensure billing accuracy.

·        Follow up on outstanding invoicing issues for resolution to meet internal and external deadlines and to minimize business and legal risk.

·        Impeccable attention to detail and strong organizational skills.

·        Handling proof of deliveries and invoicing based on what has been received.

·        Partner with Sales Team, SDO, FSO, or PMO to obtain missing proof of delivery documents.

·        Maintaining various billing reports.

·        Creating advance/manual invoices as requested by the Sales Team or customer.

·        Responding to employee and customer emails.

·        Following up with vendors to obtain vendor invoices.

·        Obtain necessary information/documents for open orders and obtain documents needed to invoice these orders.

·        Reviewing and identifying orders that require additional follow-up.

·        Research customer invoice disputes.

·        Prepare invoice credits as necessary.

·        Close tickets as necessary according to customer maintenance agreements.

·        Ensures documentation is maintained and properly stored.

·        Responds to general customer, vendor and Team Member questions as they relate to invoicing transactions.

·        Performs general analysis and provides current and historical information as requested.

·        Informs or escalates problems/issues to appropriate source for timely resolution.

Knowledge, Skills, Abilities

·        Proficiency with MS Office Suite, especially Excel.

·        Proficiency with Accounting Systems Software.

·        Ability to prioritize and multitask.

·        Strong written and oral communication skills.

·        Self-motivation and a desire to succeed.

Education/Experience Requirements

·        Bachelor’s Degree or equivalent from an accredited institution required.

·        2+ years of Client Invoicing experience.  Technology Services or Managed Service Provider industry experience preferred.

·        Demonstrates considerable ability in managing multiple activities; excelling within a fast-paced, evolving environment that emphasizes working effectively within tight deadlines.

·        Ability to work effectively across all functional groups to optimize product & service offerings, fostering a seamless internal and external client experience and track record of timely and accurate issue resolution.

·        Proficient in MS Office (Word, Excel, PowerPoint), Outlook, SharePoint,  and ERP such as Solomon or PeopleSoft.

Supervisory Responsibility

This position has no direct reports.

This role requires the candidate to work mandatory night shifts (6 PM to 3 AM IST).
The candidate must work 5 days a week from the office.