Role Description
The Billing and Collections team member is responsible for processing billing and ensuring efficient collections operations. This role involves:
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Reviewing contracts and processing sales orders.
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Processing invoicing while engaging in proactive collections activities.
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Maintaining clear communication with customers and internal teams.
Billing Operations:
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Review opportunities and contracts in Salesforce (SF) and other source systems to ensure accurate billing setup.
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Approve sales orders and ensure all products and services are billed accurately in NetSuite (NS).
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Submit invoices through customer portals and send invoices directly to customers.
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Perform account reconciliations to verify billing accuracy and resolve discrepancies.
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Handle expense billing to ensure all relevant costs are included in customer invoices.
Collections Activities:
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Update Salesforce or relevant systems with detailed collection notes to maintain accurate records of customer interactions.
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Collaborate with the billing team on escalations and address any billing-related questions.
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Forecast cash flow by analyzing collections data and identifying trends.
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Address sales escalations related to aged receivables and work with sales teams to resolve outstanding issues.
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Conduct regular collection meetings with sales teams to align strategies and priorities.
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Issue demand letters for overdue accounts and manage the distribution of account statements.
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Manage account automations related to statement distribution to ensure timely communication with customers.
Qualifications
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Experienced in billing and collections, with a strong understanding of accounts receivable processes, minimum 2-5 years.
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Proficiency in Salesforce and NetSuite, or similar systems, with the ability to manage billing and collections activities within these platforms.
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Strong analytical skills to forecast cash flow and identify trends in collections data.
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Excellent communication and interpersonal skills to work effectively with customers and internal teams.
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Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Benefits
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Medical, dental, vision, life and LTD insurance.
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Health Savings Account (HSA).
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401(k) retirement plan.
Company Description
Fortiveβs essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.
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We are a global industrial technology innovator with a startup spirit.
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Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies.
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Weβre a force for progress, working alongside our customers and partners to solve challenges on a global scale.
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We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth.
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We use the proven Fortive Business System (FBS) to accelerate our positive impact.