Internal : Billing & Collections Specialist

INTERNAL JOB POSTING & JOB DESCRIPTION

Position Title:

Billing & Collections Specialist

Department:
Admin

Location:

Internal Opportunity

Reports To:

Business Operations Manager

Trader PhD AG Marketing is seeking an organized and detail-oriented internal team member to transition into the role of Billing & Collections Specialist. This role plays a critical part in maintaining the financial health of the organization by overseeing accurate invoice generation, processing payments, following up on outstanding accounts, and handling day-to-day administrative billing tasks.

• Billing & Invoicing:
  Generate and send out regular customer invoices as well as past due invoice notices aligned with purchase orders or sales agreements.
• Payment Processing & Check Deposits:
  Receive, process, and post payments (checks, electronic transfers, credit cards) to customer accounts. Prepare and complete physical or electronic check deposits and reconcile accounts receivable ledgers.
• Collections Activity & Follow-Up:
  Conduct proactive collections activity by following up on outstanding balances via phone, email, and mail. Negotiate payment plans when needed and coordinate with third-party collection agencies or attorneys for severely past-due accounts.
• Customer Support & Phone Coverage:
  Field incoming billing calls, answer customer questions, and resolve payment discrepancies while maintaining positive client relationships.
• Administrative & Clerical Support:
  Manage physical and digital filing of billing documents, prepare outgoing mailings (statements, reminders, and notices), and record commissions data.

• Experience:
  
  General knowledge of billing and accounts receivable procedures preferred. Related experience and a willingness to learn will also be considered.
• Technical
  
  Skills:
  
  Previous experience with Salesforce, Google Workspace (Google Docs & Google Sheets) and Microsoft Office.
• Core Competencies:
  
  High attention to detail and accuracy, exceptional phone etiquette and communication skills, strong organizational habits for managing physical filing/mailings, and the ability to work independently.