Appleton, Wisconsin
Invoice and Reverse Bill Specialist Job Opening in Appleton, Wisconsin - The Invoice & Reverse Bill Specialist is responsible for preparing invoices for clients and reverse bills for affiliate provider vendors for our Total MSP division: ensuring candidates are set up properly with correct contract data, sending timecards to affiliate provider, timecard entry into CRM site, auditing and approving data, and handling all related issue resolution until payment has been received in full.
Additional Responsibilities:
Working with Customer Relations and Fulfillment teams to ensure information provided is complete and 100% accuracy in Pipeline and CRM tool.
Track paper and electronic timecards and receive and send to affiliate provider.
Create invoice and reverse bills in CRM and ensure accurate importing into QuickBooks Online.
Merge invoices and timecards using Nitro Pro.
Work directly with clients and affiliate providers to resolve issues.
Accounts Receivable for assigned clients.
Reporting weekly spread for assigned clients.
Perform miscellaneous clerical duties, such as answering correspondence, preparing reports, etc.
Perform various administrative functions for assigned clients, such as recording address changes, maintaining client records, etc.
Review the terms of sales, service, or master service agreements for assigned clients.
Other duties as assigned.
Skills Requirements
Minimum of a high school diploma, GED. Associates degree in Accounting or similar program preferred
Minimum of one-year experience in payroll, accounting, or customer service setting preferred
Must be highly proficient in Microsoft Office
Must be comfortable with technology as all work is completed in online databases (Accounting database and CRM tool) and Microsoft Office
Ability to establish and maintain effective public and working relationships
Ability to maintain accurate and complete records and prepares clear and detailed reports
Must have strong written and verbal communication skills
Must be able to work individually with little supervision and also work in a team
Knowledge of generally accepted accounting principles and procedures
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized conditions
To perform this job successfully, an individual should have knowledge of accounting, spreadsheet, and word processing software
Physical Requirements
Ability to lift up to 50 lbs. as necessary
Must be able to remain in a stationary position at least 50% of the time
Occasionally move throughout office environment
Continually observe information/data both on paper and electronically at a close range/distance
Continually operate computer and other electronic office equipment
Are you excited to learn and accrue knowledge while working with a progressively growing company? Don?t hesitate to apply!
Job Type: Full-time
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