The Role A Billing Specialist Level 2 plays a crucial role in maintaining the financial health of an organization by ensuring that the billing process is efficient, accurate, timely and compliant with regulations.
The role is responsible for managing complex billing situations and providing leadership and guidance to junior billing staff.
They play a critical role in maintaining financial accuracy and customer satisfaction through efficient and precise invoicing procedures.
What You Will Do
Billing Process Management
Generate invoices for products or services provided to customers.
Generate and review complex invoices accurately and in a timely manner.
Ensure that invoices are accurate, complete, and compliant with company policies and relevant regulations.
Include and verify all necessary information on invoices, such as itemized charges, pricing, discounts, taxes, and payment terms.
Process special billing requests and adjustments.
Address billing discrepancies and resolve billing-related issues.
Update customer account information as needed.
Customer Communication
Address customer inquiries and concerns related to their bills.
Provide excellent customer service while explaining billing discrepancies and resolving disputes.
Establish and maintain strong relationships with key customers or clients.
Documentation & Reporting
Analyze billing data to identify trends, potential issues, and areas for improvement.
Prepare reports on billing activities as necessary.
Present findings to management for decision-making.
Reconciliation
Meticulously reconcile invoices and billing records to ensure accuracy and consistency.
Investigate and resolve discrepancies and billing disputes as they arise.




Compliance
Stay informed about relevant laws, best practices and regulations related to billing and taxation.
Ensure that billing practices comply with local, state, and federal tax laws.
Implement internal controls to maintain data security and confidentiality.
Quality Assurance
Conduct quality checks on billing documents to ensure accuracy and compliance with company policies and legal regulations.
Implement and improve billing procedures to minimize errors and enhance efficiency.
Collaborate with other departments to gather accurate billing data.
Team Collaboration
Work closely with other departments, such as sales, customer service, and finance, to gather accurate billing information and resolve issues.
Training & Support
May be asked to provide guidance and training to junior billing staff.
May be asked to oversee and mentor less experienced billing specialists.
Software and Tools
Proficiently use billing software, accounting systems, and spreadsheet tools to streamline billing processes.
Identify and recommend software improvements or updates to enhance efficiency.
Qualifications
Bachelor's degree in finance, accounting, business, or a related field (or equivalent work experience).
Minimum of 2 years of experience in an accounts receivable team.




Preferably in a level 1 Billing Specialist role.
Familiarity with basic accounting principles.
Strong knowledge of billing software, accounting systems, and Microsoft Office tools.
Knowledge of relevant laws and regulations regarding billing and taxation.
Experience with collections software or enterprise resource planning (ERP) systems is a plus.
Required Skills and Abilities
Excellent attention to detail, accuracy, and organizational skills.
Strong communication and interpersonal skills, especially when dealing with customers.
Ability to handle confidential information with integrity.
Analytical thinking for identifying trends and process improvements.
Ability to work well under pressure and meet deadlines.
Ability to prioritize tasks and work in a fast-paced environment.
Willingness to learn and follow established procedures.
Ability to work collaboratively as part of a team.
Excellent customer service skills.
Ability to mentor and coach.
Multi‐lingual is preferred.
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required to sit for extended periods of time.
Required to wear a telephone headset to interact with clients and/or associates over the phone for 7+ hours a day.
Required to type for extended periods of time.
Required to work with digital displays for 7+ hours a day.
Work Environment
Work from the office or remote.
Ability to work hours as dictated by the project.
Accountability
This position does not have subordinates.
Decisions are escalated to a senior level.
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📌 Accounts Receivable Billing Specialist Ii (Xico)
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