JOB SUMMARY:

The Portal Billing Specialist is responsible for assigned portal account invoice uploads. This entails timely accurate invoice uploads into the client portals, supporting prompt client payments. This includes departmental collaboration with the Billing Specialists to provide current client PO status in portal, potential research on previously entered invoices, investigation of pricing issues, resolving invoice rejections, required credit memos, and other actions as required. There will also be cross departmental collaboration when an issue arises.

The position requires a strong customer service acumen through the timely resolution of disputed invoices to achieve the goals of the organization.

 

MAJOR RESPONSIBILITIES:

Upload client invoices generated by the Billing team into the third-party client portals. Ensure all client invoice portal uploads are accurately completed in a timely manner. Maintain records of all portal invoice activity via the use of a department SmartSheet. Follow up activity to monitor upload status changes until confirmed and client approved status is achieved. Engage with client portal “Help Desk” to resolve issues as required. Maintain records of special client requirements for assigned portals to ensure client requirements are met in the upload process. Investigate, research, and resolve portal issues as they relate to purchase orders, billing issues, and other disputes Collaborate with appropriate inner or cross functional departments as required to ensure issue resolution. Monitor portal dashboards to identify rejected invoices or customer requests. Update Portal SmartSheet per client portal notifications that are presented via the OneDesk ticketing system. Communicate issues or portal maintenance with Third-Party Portal Administrator as necessary. Other duties as required by the Billing Leadership team.

 

KNOWLEDGE / SKILL REQUIREMENTS:

Strong written and verbal English communication skills to ensure the details of the job can be clearing understood and communicated. Exposure and use of client portal. I.E. Ariba, Coupa, Taulia, Textura, etc. Attention to detail, organization, speed and accuracy Understanding of basic administrative procedures Ability to work effectively as a collaborator Ability to operate a computer, using the Microsoft Office suite of applications. I.E. Outlook, Teams, Excel, etc. Intermediate Excel knowledge Experiencing using SmartSheet Ability to read and interpret client documents. I.E. Client PO, client portal requirements, etc. Ability to solve practical problems and deal with a variety of concrete variables Ability to interpret a variety of instructions furnished in written or oral form Ability to handle multiple demands and meet deadlines Ability to organize tasks and time to ensure timely completion of all assignments Ability to work closely with the Finance Ops and other cross functional associates and also independently to execute daily assigned tasks.

 

EDUCATION / WORK EXPERIENCE:

Education/Certification/License Requirements:

Associates degree, preferably in Accounting/Business or related field.

  Working Experience:

2+ years’ experience in client billing/invoicing. 2+ Years’ experience working in client portals I.E. Ariba, Coupa, Taulia, Textura, etc.