Internal Job Posting: Billing & Collections Specialist

INTERNAL JOB POSTING & JOB DESCRIPTION

Position Title: Billing & Collections Specialist

Department: Admin 

Location: Internal Opportunity

Reports To: Business Operations Manager

Position Summary

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.

Key Responsibilities

• 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.
  

Qualifications & Requirements

• 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.
  

Application Process

If you are interested in applying for this internal opportunity, please submit an updated resume by Friday, September 4th.