Biller/Invoice Clerk for Commerical Customers

The Biller/Invoicer/Service Call Flow Specialist II helps to enhance the efficiency of business processes by obtaining cost pricing for materials from vendors or other necessary sources and help prepare accurate quotes for pricing and gathers information, submitting quotes and then billing for RUI's services. The Biller/Service Call Flow Specialist will work with vendors to coordinate the timing and means of delivery and develop contacts in the market and with vendors to help prepare accurate quotes. this position ensures that technician time and materials are billed to the customer accurately and incudes all the supporting documentation. Some invoicing is performed in customer invoicing portals.

• Proficient with all aspects of the complete to closed portion of the process.
• Ability to gather all needed information, so we can accurately bill for materials and time our technicians spend at the commercial customer sites repairing refrigeration equipment.
• Knowledgeable of company KPI’s and dashboards to articulate the financial impact of their team’s performance.
• Able to assist with building training materials and feedback to adjust materials accordingly to improve the overall call to cash process.
• Knowledgeable of training materials, user guides, SOP’s, and using them to improve team members performance.
• Capable of working with cross functional teams to meet internal and external KPI’s.
• Create PO’s and place orders while organizing transportation and follow the shipment to delivery.
• Ensure continual improvement of quoting process.
• Receive calls from customers and obtain and review customer documentation for accuracy, completeness, and exactness.
• Interface with technician supervisors on any issues relating to quotes.
• Create after the fact quotes and submit for approval.
• Create and track approval or rejection of quotes via third party website daily.
• Manage third party systems (TPS) quotes rejections and approvals.
• Ensure continual customer interaction thru TPS, email, and verbal communication.
• Manage follow up appointments.
• Communicate with dispatch on open calls.
• Updates in third party systems (TPS).
• Review all open calls.
• Ensure PM pull through quotes are completed.
• refrigerant compliance

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• One or more years of experience as a quoter or expeditor in the HVAC/R industry a plus.
• Good Computer proficiency.
• High school diploma or general education degree.
• HVAC/R industry knowledge or experience preferred.
• Strong organizational and communication skills.
• Good customer service/phone skills and flexibility for handling a wide range of activities.
• Data entry for accurately processing invoices and payment runs.
• Self-motivated and work well with others.
• Demonstrates time management skills.
• Flexibility and desire to take on additional responsibilities.
• Willing to learn and grow with the company.
• Ability to work independently, multi-task and prioritize tasks with strict deadlines.
• Self-motivated and works well with others.
• 15% travel required.
• Extended work hours and on-call weekends during the summer.
• This position qualifies for our Hybrid work from home model. Once employee is proficient in the position, the ability to work from home part of the week is possible.

Job Type: Full-time

Salary: $22.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

AbilitA y to commute/relocate:

• Puyallup, WA; reliably transportation to commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have 2 or more years of Commercial Customer Invoicing?
• Do you have 2 or more year's experience clerical experience in a HVAC or construction company?
• Have you created invoices and uploaded or entered them into a third-party portal (customers invoice entry system)?

Work Location: In Office