Billing & Receivables Coordinator

A growing, service-oriented organization is seeking a detail-focused Billing & Receivables Coordinator to support its expanding customer billing and accounts receivable functions. This individual will be responsible for coordinating the invoicing process, maintaining accurate financial documentation, and assisting with customer account follow-up.

The ideal candidate is organized, proactive, and comfortable managing a high volume of transactions with varying documentation and billing requirements. Success in this role requires strong attention to detail, effective communication, and the ability to collaborate with multiple departments to resolve discrepancies and keep billing activities on schedule.

• Prepare customer invoices using approved work records, service documentation, and other supporting information.
• Review billing materials for accuracy and completeness before processing invoices.
• Partner with internal departments to clarify discrepancies, obtain missing information, and resolve billing issues.
• Route invoices through established review and approval processes before distribution.
• Submit finalized invoices in accordance with customer-specific procedures and documentation requirements.
• Upload invoices and supporting materials to customer portals and other designated platforms as needed.
• Organize and maintain electronic billing files and supporting records.
• Ensure customer and transaction documentation is properly recorded in the accounting system.
• Assist with establishing new customer accounts and maintaining accurate account information.
• Monitor outstanding balances and conduct routine follow-up on past‑due invoices.
• Communicate with customers regarding invoice questions, payment status, and outstanding balances.
• Document collection efforts, customer correspondence, and account updates.
• Prepare recurring customer reports and respond to requests for billing‑related information.
• Coordinate with the accounting team to support accurate financial records and timely receivables processing.
• Prioritize competing billing deadlines and manage multiple accounts simultaneously.
• Identify process gaps, incomplete records, or account discrepancies and follow through on resolution.

• Three or more years of experience in accounts receivable, customer billing, invoicing, or a related accounting function preferred.
• Experience in a service‑based, project‑driven, or operationally complex business environment is a plus.
• Familiarity with Quick Books Online or a comparable accounting platform preferred.
• Proficiency with Microsoft 365 applications, particularly Excel, Outlook, and Teams.
• Experience with electronic document storage, collaboration platforms, or similar systems is beneficial.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational skills and the ability to manage multiple priorities and deadlines.
• Clear, professional written and verbal communication skills.
• Confidence communicating with customers and internal stakeholders to resolve account issues.
• Ability to work independently while contributing to a collaborative team environment.
• Strong problem‑solving skills, accountability, and consistent follow‑through.