Billing Specialist at Data Innovations in Colchester, Vermont

Job Description:

Essential Functions and Responsibilities:

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  Work closely with the sales department to resolve disputed items on sales orders and service department to ensure progress billings/revenue are treated appropriately

  
  


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  Prepare and process sales orders, service orders/projects, invoices, and expense reports

  
  


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  Monitor and track incoming order accuracy and participate in weekly cross departmental review and process improvement meetings

  
  


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  Enter order from CRM system into ERP with high degree of accuracy

  
  


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  Validate and process tax exemption certificates and assist in maintaining tax exempt certificate database

  
  


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  Field and respond to customer inquiries

  
  


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  Research and solve customer payment discrepancies

  
  

 

Requirements

Knowledge, Skills, and Abilities

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  Excellent customer service skills

  
  


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  Highly proficient in Excel

  
  


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  Exceptional attention to detail

  
  


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  Thrives in a fast-paced, changing environment

  
  


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  Proven ability to collaborate and work well with others

  
  


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  Must comply with Company vaccination policy

  
  


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  Not eligible for hire in Colorado

  
  


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  Ability to follow DI’s policies and procedures and system usage practices

  
  

 

Education and/or Experience

Associates degree or 3+ years relevant work experience

 

Physical Requirements/Working Conditions:

While performing duties of this job, the employee is predominately functioning in a sedentary light office position with high frequency of keyboarding, and computer use.

 

Preferred skills and experience:

In addition to the above requirements, the ideal employee/candidate will have experience with the following:

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  Working knowledge/experience with NetSuite, Avalara and/or Salesforce

  
  

 

Supervision Level

This person reports directly to the Director of Accounting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Accounting/Finance

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