Maintains billing operations by processing invoices, payments, refunds, credits, cancellations, chargebacks, and account adjustments. Reconciles ACH and wire payments, prepares account statements and journal entries, supports month-end close, and handles customer billing inquiries. The coordinator also manages membership billing, specialized invoicing, account setup, returns, and customer communications while training Member Services staff on billing procedures.
SUMMARY OF PURPOSE:
The Billing Coordinator maintains the efficient billing operation of the organization, including but not limited to invoicing, payment application, invoice cancellation and refunds, invoice adjustments and write-offs. The Billing Coordinator also corresponds with customers and handles related administrative tasks needed to establish accounts for B2B transactions.
ESSENTIAL FUNCTIONS:
- Responds to internal and external customers billing inquiries and requests.
- Processes invoice cancellations, product returns, account credits and refunds.
- Applies customer ACH and wire payments and reconciles ACH and wire transfer payments for month-end close.
- Communicates and actively applies company and accounting policies, and procedures in response to internal and external inquiries.
- Generates and prints customer account statements monthly.
- Reviews member status monthly for expiration and terminates membership status.
- Draft journal entries for special training program revenue accrual and clearing accounts for month-end close.
- Handle credit card chargebacks and NSF checks.
- Coordinate with Member Services and Distribution teams on product returns.
- Corresponds with customers regarding account credits, and suspension.
- Process specialized training, and chapter insurance invoicing
- Communicates and train the Member Services team on best practices with customer billing processes.
- Performs projects and other duties as assigned or required.
POSITION REQUIREMENTS:
- Associates degree in Business, Accounting, or equivalent field is preferred.
- Minimum 1 year of experience in billing functions and/or accounting is preferred.
- Basic work experience with drafting general ledger entries and account reconciliation is preferred.
- Ability to learn and perform job functions in multiple software platforms.
- Proven skills in organizing work, attending to detail, taking/giving direction, and prioritizing responsibilities effectively.
- Effective written and verbal communication skills.
- Ability to collaborate and work in a team environment.
- Proficiency in Microsoft Office, including Excel, Word, and Outlook
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