AR Portal Billing Specialist

Summary / Position Purpose:

The AR Portal Billing Specialist is responsible for managing and maintaining billing processes through various customer portals. This role ensures timely and accurate submission of invoices, resolves portal-related billing issues, and maintains compliance with customer-specific billing requirements. The ideal candidate will have strong attention to detail, proficiency in billing systems and customer portals, and a customer-service mindset.

Essential Duties, Functions and/or Responsibilities:

• Use and maintain online billing portals to manage customer accounts, process billing transactions, and ensure accurate data entry.
• Generate invoices, process payments received through the portal, and reconcile accounts to ensure accuracy.
• Address customer inquiries related to billing, provide support, and resolve any billing-related issues or disputes through the portal.
• Maintain accurate records of customer accounts, including payment history, outstanding balances, and any relevant billing information within the portal system.
• Investigate and resolving billing discrepancies, errors, or disputes reported through the portal, coordinating with other departments as needed.
• Input billing information into the portal, generating reports on billing activity, and ensuring data integrity within the system.
• Perform account reconciliations & create reports using Excel
• Make daily contact to collect payment via phone, email or fax utilizing weekly aging reports, updated payment history, and recording all notes electronically within the contact management system.
• Verify Account Info & Payment on all International Orders
• Review/Release daily scheduled orders on credit hold utilizing credit & payment history and account status.
• Add and maintain all customer accounts and shipping locations in the computer system.
• Run credit reports and check trade references utilizing D&B reporting system to determine credit status for new account set-up.
• Maintain & update customer accounts for taxable status and verify and update all tax certificates for billing and audit purposes.
• Maintain relationships with customers, inside sales, and outside sales to maximize timely collection of payments.
• Indirectly and directly responsible for product quality
• Other duties as assigned

Education and/or Work Experience Requirements:

• High school diploma or GED is required
• Associates/Bachelor's degree in related field preferred, but not required.
• 2+ years accounts receivable and general accounting procedures experience required
• Customer service experience required, excellent verbal and written communication
• Experience working in a fast-paced, team environment, and positive attitude
• Proficiency in using online portals, billing software, and Microsoft Office Suite (especially Excel and Word) is essential.
• Ability to communicate effectively with customers, both verbally and in writing, to resolve billing issues and provide support.
• Accuracy in data entry, invoice creation, and account reconciliation is crucial for maintaining accurate billing information.
• Ability to identify, analyze, and resolve billing discrepancies and disputes.
• Ability to manage multiple tasks, prioritize work, and meet deadlines.
• Providing excellent customer service and maintaining a positive and professional attitude when interacting with customers.
• Understanding basic billing principles, accounts receivable, and revenue cycle management.

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and
• other federal, state and local standards.

This position requires applicants to be authorized to work in the US without sponsorship; TestEquity does not sponsor applicants for work visas.

TestEquity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.