Job Type
Full-time
Description
Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You’ll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what’s possible and what’s next for their retirement plans.
PURPOSE OF POSITION
The purpose of the Billing Specialist is to provide operational excellence in processing customer invoices cash receipts and provide excellent customer service to external and internal customers. In this high-volume role, the Billing Specialist is prioritizing tasks and using critical thinking to complete work.
Primary Duties and Responsibilities
- Ensure invoicing is completed accurately and on time
- Set up billing upon receipt of a contract
- Create invoices in accordance with contract requirements
- Review and process invoices in the designated system
- Collection efforts include: e-mail and telephone contact to follow up and assist in collecting past due balances; including updating the AR aging report on a regular basis while utilizing spreadsheet models to track potential problems. Document collections activity for all accounts and provide efforts for weekly meetings
- Accurately apply credit memos to client invoices for revenue share credits
- Follow and obtain DOA approval and back up for credit memo creation
- Generate accounts receivable reports monthly, or asrequested
- Provide audit support/schedules as requested
- Promptly answer incoming customer telephone calls and e-mails
Requirements
Competencies Required
- Excellent verbal and written communication skills and comfortable interacting with senior leadership
- Proficient with Microsoft Office, with an emphasis on Excel
- ERP system experience. Sage preferred but not required
- Ability to analyze the situation and provide solutions
- Prompt follow-up on open items with vendors, clients, or internal team members
- Demonstrates excellent attendance, punctuality, and time management
- Ability to maintain data entry accuracy while multitasking and focusing to meet deadlines
- Conveys a professional and positive attitude while interacting with vendors, clients and internal
- team members
- Experience with high volume billing/receiving with multiple line items
Education and Qualifications
- High school diploma required
- Associate Degree preferred
- At least 2 years of billing experience
When Working Remotely
- We have compiled expectations for a successful remote work environment:
- Ability to build rapport with others remotely while working productively with limited in-person interaction
- Designate a quiet, and well-lit space with a fast internet connection for your workspace, free of as many distractions as possible
- Be online and available during designated business hours in local time zone
- Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
- Accustomed to file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile
BENEFITS
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
- 401(k) with up to 4% match
- Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
- A variety of medical, dental and vision plan options including Definiti subsidized premiums
- Company-paid life insurance and short-term disability insurance
- Bonus plan eligibility