Overview:
The Billing Associate II is responsible for the accurate and timely allocation and billing of our CLM, IT Services, Managed Security, Field Services and Retail clients as assigned by Billing Services Leadership team. The associate is responsible for maintaining excellence in relationships with clients, maintain standards and conduct that reflect One Source values and set an example for others to follow.
Responsibilities: Primary Duties/Responsibilities:
- Ensure that charges on invoices from vendors are accurate. Accurately select and create invoice and statement with associated breakdown for assigned clients.
- Take ownership of client relationship including participating in client calls and meetings. Function as a liaison for the Billing Services Department by asking probing questions that will help prepare Billing readiness to meet customer and department needs. Push internal teams to continually strive for excellence.
- Meet company and departmental timelines and goals for productivity and accuracy regarding client billing cycles.
- Demonstrate a clear understanding and use discernment on internal escalation process, including notification to both management and other relevant OSC associates regarding critical client issues.
- Demonstrate ability to navigate, utilize and maintain all pertinent internal databases.
- Develop knowledge of products, pricing and promotions as it relates to telecom providers in the OSC portfolio.
- Collaborate with internal teams to improve project timelines.
- Develop a clear understanding and performance of all Billing procedures and protocols. Demonstrate ability to navigate and utilize databases.
- Demonstrate a disciplined work ethic including being adaptable and taking necessary steps to fill in any gaps that may arise. Use knowledge and skills efficiently and effectively and be willing to develop personal knowledge and skills. Take responsibility for mistakes and thoroughly correct mistakes in a timely manner.
- Data and system use must comply with One Source information security policies and standards.
- Unauthorized access to data and/or systems is prohibited.
- Serve as an escalation resource for junior team members. Assist in training process for new employees as designated by the leadership team.
- Collaborate with junior team members in ensuring client billing is accurate, timely, and consistent with protocols that have been setup.
- Assist in the management of departmental workload in collaboration with other internal key stakeholders
- Intermediate knowledge of OSC products, pricing, and billing schedule. Use discernment in using internal resources to ensure client requests are completed accurately, efficiently and within acceptable timeframe
Qualifications: Required Skills/Abilities:
- Ability to read documents such as invoices.
- Ability to apply concepts of basic algebra.
- Organization, prioritization and proactive problem-solving skills.
- Ability to work independently and in a team setting.
- Ability to present oneself and communicate both orally and writing in a professional, positive, and courteous manner always.
- Work as an effective and proactive team member; understands the importance of supporting our clients, teammates, and vendors.
- Ability to be flexible and productive in an environment with regular interruptions.
- Ability to apply effective time management and self-management skills.
Preferred Skills/Abilities:
- Knowledge of telecommunications invoices and solutions, terms and conditions, and contractual agreements.
- Knowledge of Microsoft Office programs (Word, Excel, PowerPoint, and Outlook).
- Knowledge of accounting software, database software and/or project management software.
- Interpret a variety of technical instructions and deal with several abstract and concrete variables.
Education and Experience:
- Graduation from high school or high school equivalency is required with at least two years of related experience and/or training is preferred. Some college course work in finance/accounting/bookkeeping strongly preferred.
Updated: 7/10/2024