WHAT YOU NEED (REQUIREMENT)

• Minimum 2 years’ similar work experience in a corporate environment
• Related post-secondary education preferred, or similar in education and experience.
• Working experience in CRM and Wennsoft products.
• Excellent computer skills. General understanding of computerized accounting systems.
• Excellent working knowledge of Microsoft Office.
• Good organizational, time management and prioritizing skills.
• Strong problem identification resolution skills.

• Monitor multiple national smart lists to determine available calls that can be invoiced.
• Create customer invoices for contractual field service work performed. Ensure accuracy in amounts compared to contracts.
• Process invoices and forward them to our customers by mail or email, adjusting invoices as needed with required credits
• Monitor return invoice inbox for customer correspondence and rejected invoices.
• Follow up with the branches, technicians for completion of documentation.
• Verify that all supporting documentation is attached to each invoice.
• Metrics set in place with monthly goals to be achieved.
• Attend quarterly meetings and be ready to share ideas revolving around invoicing.
• Work with customer service to ensure that all scheduled contract work is completed and invoiced monthly.
• Confirm that the value invoiced aligns with the scope of work.
• Interact with other department personnel to ensure accurate accounting on all invoices.
• Ensure all related company documents are accurate, professional, spell checked, and aesthetically pleasing for all our customers, and suppliers.
• Work with the Customer Support Manager and contracts department to establish policies, practices, and systems to improve the invoicing function and process.
• Other tasks and responsibilities as may be required from time to time consistent with the position of Invoicing Specialist and the job description and duties set out herein.