Billing Specialist

• Prepare, review, and issue customer invoices while investigating discrepancies related to pricing, purchase orders, taxes, or freight charges
• Administer credit memo and return transactions by verifying documentation and ensuring alignment with company guidelines
• Maintain recurring billing timelines and contribute to month-end activities to support timely and accurate financial reporting
• Create and update customer account records, including payment terms, credit parameters, tax settings, and required supporting documents
• Track accounts receivable aging, conduct routine follow-up on outstanding balances, and raise higher-risk items according to established policy
• Review orders placed on hold and release them within approved authority levels after confirming account status and compliance requirements
• Assist with credit evaluations and provide informed recommendations on customer credit limits and risk exposure
• Support sales tax exemption certificate administration, including record maintenance, system updates, and audit-related information requests
• Provide backup coverage for credit management and payment posting functions while helping document controls, improve workflows, and report key billing performance metrics

• 4 to 6 or more years of experience in billing, accounts receivable, credit, or a closely related finance function
• Practical experience handling invoicing, credit adjustments, customer account setup, and vendor onboarding activities
• Working knowledge of sales and use tax processes, including exemption certificate tracking and administration in Avalara or a similar platform
• Ability to interpret account information, identify risk indicators, and follow established credit and collections procedures
• Strong attention to detail with the ability to manage high-volume transactional work accurately and consistently
• Effective communication skills and the ability to collaborate with internal teams to resolve billing and account issues
• Proficiency with billing or ERP systems
• experience with platforms such as Great Plains, Shopify, Versapay, or similar tools is advantageous
• Experience operating in a multi-state business environment is preferred

Experience operating in a multi-state business environment

• Medical, vision, dental, and life and disability insurance
• Eligibility to enroll in our company 401(k) plan