Billing Specialist - Generator Sales

At Peterson, we partner with our customers to build the future. For over 85 years, our peoples’ work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson’s legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don’t just have a career, you have a purpose.

Our family-oriented environment is built on safety, winning, growth, and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values.

You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter.  Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It’s time to use your skills and passion to do work that matters!

Job Description

SUMMARY

The Billing Specialist manages the full billing process by preparing accurate invoices, maintaining client accounts, and updating charges and payments. This role verifies billing data for accuracy, handles customer inquiries to resolve discrepancies promptly, identifies and implements process improvements to increase efficiency, and ensures accurate, organized, and consistent record keeping of all billing activities.

ESSENTIAL JOB FUNCTIONS

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned.

• Generate and issue accurate invoices for generator sales, installation, and maintenance services to data center clients.

• Review sales contracts, purchase orders, and service agreements to ensure billing aligns with negotiated terms.

• Track project milestones and coordinate with sales and operations teams to ensure timely billing

• Monitor accounts receivable and follow up on outstanding balances.

• Reconcile billing discrepancies and resolve clients’ billing-related inquiries professionally.

• Maintain detailed billing records and customer account data in enterprise resource planning (ERP) systems.

• Support internal and external audits with required documentation.

• Ensure compliance with company billing policies, industry billing standards, and client-specific billing requirements.

• Use electronic billing system to approve and code vendor invoices.

• Maintain client accounts; update charges, payments, and overages; and track account balances.

• Identify and implement process improvements to enhance efficiency and accuracy in the billing process.

• Collaborate with Accounting department on sales promotions, inventory documentation, and vendor cost calculations.

• Collaborate with Credit department on unpaid invoices and ensure alignment between customer account data and resale documentation.

• and reporting.

• Assist with month-end close processes, including revenue recognition.

• Assist with ordering equipment and other sales coordination functions as directed.

• Maintain punctual, regular, and predictable attendance.

QUALIFICATIONS

Bachelor’s degree in Accounting, Finance, or other closely related field and a minimum of three (3) years of directly related experience in billing and/or accounting, preferably in a heavy industrial or business-to-business (B2B) environment; or an equivalent combination of education and work experience.

• Proficiency in accounting software and Microsoft Excel

• Strong attention to detail and organizational skills

• Excellent communication and customer service skills

• Ability to manage multiple priorities and meet deadlines in a dynamic environment

• Familiarity with generator sales, service contracts, or construction billing is highly preferred

• Experience with ERP systems and CRM platforms is preferred

• Knowledge of project-based billing and revenue recognition is preferred

• Understanding of data center industry billing practices is preferred

• Familiarity with tax implications related to equipment sales and services is preferred

The hourly pay range for this position is: $35.00 - 40.00 hourly. (Starting wage will depend on experience and education. We also offer a total compensation package in addition to base salary.) 

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