JOB SUMMARY

This position will work in a collaborative team environment, managing a high volume of billing with accuracy and efficiency, while providing proactive support to the Atlanta and Charlotte Building Services and their customers. The ideal candidate will be detail-oriented, possess critical thinking skills, and demonstrate a strong willingness to go the extra mile to ensure customer satisfaction and billing accuracy.

DUTIES AND ESSENTIAL JOB FUNCTIONS

· Review service work order documentation and provide billing information to account managers for approval.

· Review, bill, and submit project invoices for assigned account managers, ensuring accuracy and completeness.

· Communicate with account managers and customers to gather any information necessary to complete the billing process.

· Review unbilled reports and resolve outstanding issues to meet AR deadlines proactively.

· Submit and send invoices to customers following customer-specific billing requirements.

· Collaborate with customers, account managers, technicians, and other departments to solve billing-related issues, utilizing critical thinking and problem-solving skills.

· Provide timely updates on billed invoices that are over 30 days past due.

· Lead monthly meetings with account managers to review, update, and follow up on aging invoices.

· Become a subject matter expert on specialized customer billing requirements, including customer-specific billing portals.

· Collaborate with account management teams to meet customer requests for billing documentation, ensuring thoroughness and attention to detail.

· Perform data management using reporting tools to proactively identify, address, and resolve billing discrepancies.

· Actively contribute to simplifying and enhancing the customer experience through critical thinking and process improvement.

· Use Salesforce to research customer details, update work order information, and ensure billing records are accurate and up to date.

· Review, edit, and send customer proposals and service maintenance contracts, ensuring completeness and alignment with billing requirements.

· Help maintain a shared mailbox to update existing customer and site information requests.

· Perform other BSD Support Team duties as needed.

BASIC QUALIFICATIONS

· Minimum three years of experience in a billing, accounting, or related customer service role.

· Experience with Microsoft Word, Excel, Outlook, and Adobe PDF.

· High school diploma or GED.

PREFERRED QUALIFICATIONS

· 2 or 4-year college degree in business, accounting, or related field.

· 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.

KNOWLEDGE, SKILLS, ABILITIES, AND CHARACTERISTICS

· 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.

WORKING CONDITIONS AND PHYSICAL EFFORT

· 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.