Billing Specialist Job Description: Top Duties and Requirements

A Billing Specialist, or Billing Coordinator, is someone who works on a company’s finance team and is responsible for overseeing the billing process within the organization. The main responsibilities of a Billing Specialist include running end-to-end payment cycles, performing regular reconciliations, and analyzing or monitoring cash collections.

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Bilingual Specialist duties and responsibilities

When writing a job description for a Billing Specialist, it is important to specify the main functions of the role. Some of the most important duties and responsibilities required to excel as a Billing Specialist include:

  • Ensuring any billing process inquires are handled quickly and efficiently
  • Preparing invoices and forwarding to the appropriate contact or department as required
  • Monitoring and reviewing outstanding bills and following up with the appropriate internal or external teams to ensure payment is made
  • Preparing various reports and spreadsheets related to billing and receivables
  • Working with the finance department to ensure that contract specifications are up-to-date and procedures are followed
  • Completing any online status reports
  • Working to reduce delinquent payments for assigned accounts
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Billing Specialist Job Description Examples:


Example 1

*Company Description: * At Horizons Digital Marketing, our vision is that we live in a world where every single person is empowered to follow their passion, build the life of their dreams and not be restricted by limiting beliefs. We help to empower small business owners and their teams by partnering with them to develop, create and optimize their digital marketing campaigns. This extends beyond our clients and to our team as well. *What We Do: * Our results-driven ad buying strategies are geared towards eCommerce businesses looking to scale their stores to 7 and 8 figures. Whether they just need an action plan, want to start slow or want us to take care of everything, we're here to help them with everything digital so that they can get back to focussing on running the business! Our clients are leaders in their industry, long-term strategists and have built a strong reputation in the community they serve. Our job is to ensure that their brand image stays consistent online and offline and, more importantly, that their business is growing. *What Will YOU Do: * * Handling all failed payments --correcting the billing issue, revising their payment plan as needed -- for all products & clients in our ecosystem * Maximizing the revenue we are able to collect from people within the parameters & restrictions of our payment options * Managing an invoicing client payments for plans * Keeping our client finances incredibly well-organized so we are able to get total transparency into financial data & trends * Working with the client success coaches as needed with students that are struggling to meet payments to make sure we are maximizing client success in our community * Managing & organizing team payouts -- calculating commissions & bonuses, setting up payroll for new team members, and paying them out on a monthly basis *Required experience* Absolute beast (at least 1 year experience in all of the following): * Stripe * Paypal * Client-facing role where they dealt with client finances * Administrative tasks *Desired experience* * At least 1 year experience with: * Working remotely * Go High Level * Financial data, spreadsheets, tracking, etc. * They MUST have the following core skills: * Insane attention to detail -- they will managing payments for dozens of clients, they need to be able to reliably check their own work and make sure we are always billing correctly without any oversight * Highly Organized -- At any time there will be quite a few ongoing conversations with clients regarding payments, they need to keep a personal track of those conversations and not drop the ball. They also need to organize a lot of data, keep client finance tracking clear & transparent across spreadsheets, softwares & reports * Fluent English * Strong mental math -- they’ll be juggling a lot of numbers, need to be able to make quick and 100% accurate calculations * Personable, trustworthy & empathic -- they will be managing delicate financial situations that often get pretty personal, they need to be able to navigate those situations calmly, from a place of empathy & support, while remaining firm and holding clients accountable to fair billing * Resilient -- clients often try to shirk paying, they must have a sales-persons tenacity in follow-up and not taking silence or NO as an acceptable answer Part-time hours: 10 per week Job Types: Part-time, Contract, Permanent Salary: $16.00-$20.00 per hour Benefits: * Company events * Discounted or free food * Work from home Experience: * Client Billing: 1 year (required) * Accounts Receivables: 1 year (required) Work remotely: * Yes

Example 2

*Billing Specialist* *Location: Toronto * *Working Hours: 10:30AM-7PM* The Billing Specialist position is responsible for billing initiatives within prescribed scope of work. This position handles all billing exceptions including invoice corrections, invoice discrepancies, and processing of debits and credits. Processing invoice errors and managing unbilled report as needed. Responsible for following and complying with all policies and procedures. Work closely with the Customer Solutions (CS) and Account Receivable team members within Shared Services Organization (SSO) to drive profitability. Reports to Customer Solutions. *What you will do: * * Process all assigned invoice discrepancies and corrections in a timely manner * Process all credits and debits within agreed operating level agreements * Analyze process and business workflows and develop solutions to prevent delays, backlogs, inefficiencies and minimize internal control issues. * Be an active participant in developing solutions for complex problems. Demonstrate ability to identify risks. * Proactively collaborate with internal teams to identify business issues and quickly develop resolution * Prepare ad hoc reporting that may be needed by our clients and management * Perform other duties as assigned by management *What you will require: * * * Detail-oriented, and ability to multi-task in a deadline-oriented environment * Ability to work independently to resolve problems successfully with clients and internal teams * Excellent organizational and time management skills * Ability to develop an expertise in the business we support * Ability to work in a changing, fast paced environment * Potential to learn, use and navigate file sharing programs Teams, One Note, SharePoint * as you will be working with privileged corporate information * Dependability * Ability to work in a team environment * Communication skills both written and verbal, and internal personal skills * 3 plus years billing experience and/or bachelor’s degree * Microsoft Office; Excel, Word, and Power point & SAP * *To Apply: * Univar Solutions is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against based on their race, gender, sexual orientation, gender identity, religion, national origin, age, disability, veteran status, or other protected classification. All candidates are subject to a background check. We thank all applicants for their interest in a career at Univar Solutions. Safety is our first priority, both the starting point and foundation for all aspects of our global business operations. Safe transport and storage of products, safe operational practices and safe working conditions enable us to protect our employees, customers, suppliers and the environment. To read more about our successes and what we do, please visit: *We offer: * * Competitive Compensation Package: base and performance incentive plan * Generous Retirement Contributions * Great benefits including medical, dental, eyecare and more! * An experience to work independently, make your own schedule to plan customer/ vendor meetings and have the ability to work from home for some portion of the job * A pleasant and supportive place to work with the best co-workers out there * Enjoyable company events throughout the year: summer BBQ’s, golf tournaments, bowling [website] * Training and education reimbursement programs *Join our team today – challenge your limits.* *Innovate. Grow. Together.* Job Types: Full-time, Permanent Additional pay: * Bonus pay Benefits: * Dental care * Disability insurance * Employee assistance program * Employee stock purchase plan * Extended health care * Life insurance * On-site gym * Vision care Schedule: * 8 hour shift Education: * Bachelor's Degree (required) Experience: * Billing: 3 years (required) Work remotely: * Temporarily due to COVID-19

What does a Billing Specialist do?

A Billing Specialist usually works in an insurance company to support the growth of a company by helping to control cash flow. Often, the Billing Specialist works with internal teams to help with special work orders and ensure the cash flow for that particular department is running smoothly. A Billing Specialist may be required to provide feedback to Sales Representatives or company leaders.

Billing Specialist skills and qualifications

A successful Billing Specialist candidate will have various prerequisite skills and qualifications required for the duties of this job, including:

  • Ability to work as an independent contractor and as part of a team
  • Excellent communication skills, both written and verbal
  • Ability to work proactively with very little supervision
  • Ability to be flexible and adapt to a frequently changing environment
  • Ability to receive and give constructive feedback
  • Strong analytical and problem-solving skills
  • Strong attention to detail and a high level of accuracy

Billing Specialist experience requirements

A successful Billing Specialist applicant will usually have at least two to three years of experience related to client service, billing, collections and/or accounts receivables. When reviewing resumes, look for a Billing Specialist who has experience working in a similar industry to the one they will be hired in, such as insurance or manufacturing.

Billing Specialist education and training requirements

Billing Specialist applicants typically need a bachelor’s degree in a related subject. Depending on whether the hiring company will provide on-the-job training, they may also need previous training or certifications in using billing software and recordkeeping.

Billing Specialist salary expectations

According to Indeed Salaries, the average pay for a Billing Specialist in Canada is $25.48 per hour. Rates can vary depending on factors such as experience, location, and the company that is hiring.

Job description samples for similar positions

If a Billing Specialist isn’t quite what you are looking for, other related job descriptions include:

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Billing Specialist job description FAQs

What should you look for in a Billing Specialist's resume?

When reviewing resumes for a Billing Specialist position, look for candidates that can demonstrate prior experience using billing or pricing software such as ARIA, Zuora, Salesforce, Chargebee, or something similar. Look for resumes that demonstrate experience in working with billing or financial records, and a keen eye for detail. Ideal candidates will have demonstrable experience in your industry. 

What qualities make a good Billing Specialist?

A good Billing Specialist has the ability to navigate through various types of software programs to process orders. A Billing Specialist is also able to build and maintain strong and trusting working relationships with various team members and departments within an organization. It’s important that a Billing Specialist has the knowledge to determine when work order requests or delinquent payments should be escalated.

What makes a good Billing Specialist job description?

A good Billing Specialist job description will include information about the company and the type of payments they should expect to be collecting, such as sales payments. The job description should also list any required training or certification. When listing the duties of the role, it is best to outline in detail what will be expected from the applicant. Lastly, the role should also identify what kind of teams or departments the successful applicant will be working with.

How do you make a Billing Specialist job description stand out?

To make your Billing Specialist job description sample stand out, describe your company and the type of products or services it sells. Include information about the type of billing or recordkeeping software the Billing Specialist will be using, and any relevant certifications for that software that you require. Additionally, include information about the salary and any competitive benefits you may offer such as an RRSP-matching program or a company pension program. 

Job Description Examples

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