5 Billing Clerk Job Description Templates and Examples | Himalayas

5 Billing Clerk Job Description Templates and Examples

Billing Clerks are responsible for managing and processing billing information for a company. They ensure that invoices are accurate and sent out in a timely manner, handle billing inquiries, and maintain financial records. Junior roles focus on data entry and basic billing tasks, while senior roles may involve overseeing billing processes, resolving complex billing issues, and supervising other clerks.

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1. Junior Billing Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented Junior Billing Clerk to join our finance team at [$COMPANY_NAME]. In this entry-level role, you will support billing operations, ensuring accuracy and efficiency in our invoicing process while contributing to a culture of precision and accountability.

Responsibilities

  • Assist in the preparation and processing of invoices, ensuring all billing information is accurate and complete
  • Conduct routine audits of billing data to identify discrepancies and implement corrective actions
  • Collaborate with internal teams to resolve billing inquiries and provide excellent customer service
  • Maintain organized records of billing transactions and assist in month-end closing activities
  • Support senior billing staff in various tasks as needed to enhance team efficiency

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent
  • Basic understanding of billing processes and accounting principles
  • Proficiency in Microsoft Excel and other office software

Preferred:

  • Experience in a billing or accounting role, even if through internships or part-time positions
  • Familiarity with billing software or ERP systems

Technical Skills and Relevant Technologies

  • Proficient with spreadsheet applications for data analysis and reporting
  • Basic understanding of accounting software (e.g., QuickBooks, SAP, or similar)

Soft Skills and Cultural Fit

  • Strong attention to detail and accuracy
  • Excellent organizational and time management skills
  • Ability to communicate effectively with team members and clients
  • A proactive approach to learning and problem-solving
  • Willingness to contribute positively to a collaborative team environment

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Health insurance coverage
  • Retirement savings plan with company match
  • Paid time off and holidays
  • Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.

Location

This role requires successful candidates to be based in-person at our office in [$COMPANY_LOCATION].

Note: This position is subject to global data privacy regulations (GDPR and CCPA). By submitting your application, you agree to our data processing terms as outlined in our Global Data Privacy Notice for Job Candidates and Applicants.

2. Billing Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Billing Clerk to join our dynamic team. In this fully remote role, you will be crucial in managing billing operations, ensuring accuracy in invoicing, and maintaining financial records to support our organization's growth and efficiency.

Responsibilities

  • Process and issue invoices accurately and in a timely manner to clients
  • Maintain billing records and ensure accuracy by reconciling discrepancies
  • Respond to customer inquiries regarding billing issues and provide exceptional service
  • Collaborate with the finance team to streamline billing processes and improve operational efficiency
  • Assist in preparing monthly financial reports and tracking outstanding invoices
  • Ensure compliance with company policies and procedures related to billing

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent; additional education in finance or accounting is a plus
  • 1+ years of experience in billing, accounts receivable, or related field
  • Strong attention to detail and accuracy in financial reporting
  • Proficient in using accounting software and Microsoft Excel

Preferred:

  • Experience with invoicing systems and financial software
  • Knowledge of accounting principles and practices

Technical Skills and Relevant Technologies

  • Proficient in accounting software such as QuickBooks, FreshBooks, or similar
  • Strong skills in Microsoft Office Suite, particularly Excel
  • Familiarity with online payment systems and electronic invoicing

Soft Skills and Cultural Fit

  • Exceptional organizational and time management skills
  • Strong communication skills, both verbal and written
  • Ability to work independently in a remote environment and meet deadlines
  • Team-oriented mindset with a positive attitude towards collaboration

Benefits and Perks

Salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Flexible work hours
  • Health and wellness programs
  • Professional development opportunities
  • Generous paid time off policy

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Location

This is a fully remote position.

We encourage applicants from all backgrounds to apply, even if you don’t meet all the criteria listed. Your unique experiences and perspectives can add value to our team!

3. Senior Billing Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Senior Billing Clerk to join our finance team at [$COMPANY_NAME]. In this role, you will play a crucial part in ensuring accurate billing operations, managing invoicing processes, and resolving discrepancies. Your expertise will help streamline our billing procedures, enhance customer satisfaction, and contribute to overall financial integrity.

Responsibilities

  • Oversee the complete billing cycle, from invoice generation to payment collection and reconciliation
  • Ensure accuracy and compliance in billing practices by reviewing invoices and related documentation
  • Collaborate with internal departments to resolve billing discrepancies and provide timely solutions
  • Prepare and analyze billing reports, identifying trends and areas for improvement
  • Maintain detailed records of billing activities, ensuring data integrity and confidentiality
  • Assist in the development and implementation of billing policies and procedures to enhance efficiency

Required and Preferred Qualifications

Required:

  • 5+ years of experience in billing, accounts receivable, or a related financial role
  • Strong understanding of billing software and accounting principles
  • Proficient in Microsoft Excel, with experience in data analysis and reporting

Preferred:

  • Experience with ERP systems such as SAP, Oracle, or similar platforms
  • Advanced problem-solving skills and attention to detail

Technical Skills and Relevant Technologies

  • Proficiency in billing software and accounting systems
  • Knowledge of tax regulations and compliance standards relevant to billing
  • Experience with financial reporting tools and data analysis

Soft Skills and Cultural Fit

  • Excellent communication skills, both verbal and written
  • Strong organizational skills with the ability to manage multiple priorities effectively
  • Ability to work collaboratively in a team-oriented environment while maintaining a high level of accuracy
  • Proactive mindset with an aptitude for identifying process improvements

Benefits and Perks

We offer a competitive salary and a comprehensive benefits package, including:

  • Health, dental, and vision insurance
  • Retirement savings plans with company matching
  • Paid time off and holiday pay
  • Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other protected characteristic.

Location

This role requires successful candidates to be based in-person at our office located in [$COMPANY_LOCATION].

4. Billing Specialist Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Billing Specialist to join our finance team. In this role, you will be responsible for managing billing processes, ensuring accuracy in invoicing, and maintaining strong relationships with clients regarding their billing inquiries. You will play a critical role in optimizing our billing procedures and contributing to the overall financial health of [$COMPANY_NAME].

Responsibilities

  • Process and issue invoices accurately and timely to clients, ensuring compliance with company policies
  • Review and reconcile discrepancies in billing data, collaborating with other departments as necessary
  • Respond to client billing inquiries with professionalism and efficiency
  • Analyze billing processes to identify areas for improvement and implement solutions
  • Maintain organized records of customer accounts, payments, and invoices
  • Assist in month-end closing activities and financial reporting as needed

Required and Preferred Qualifications

Required:

  • 2+ years of experience in billing, accounts receivable, or related financial roles
  • Proficient in Microsoft Excel and experience with billing software
  • Strong attention to detail and accuracy in financial data
  • Excellent communication skills, both written and verbal

Preferred:

  • Experience working in a fast-paced environment, preferably within the tech or finance industry
  • Familiarity with accounting principles and practices
  • Experience with automated billing systems

Technical Skills and Relevant Technologies

  • Proficiency in billing and invoicing software (e.g., QuickBooks, FreshBooks)
  • Understanding of financial reporting and accounting software
  • Experience with data analysis tools for financial metrics tracking

Soft Skills and Cultural Fit

  • Strong organizational and time management skills
  • Proactive problem-solving skills and the ability to think critically
  • Ability to work independently and collaboratively within a remote team
  • Commitment to maintaining confidentiality and security of financial information

Benefits and Perks

Salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Flexible work hours
  • Comprehensive health insurance
  • Retirement savings plan with company match
  • Professional development opportunities
  • Wellness programs and stipends

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer and values diversity. We encourage all qualified applicants to apply regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Location

This is a remote position within [$COMPANY_LOCATION].

We encourage applicants who may not meet all qualifications to apply, as we value diverse perspectives and experiences.

5. Billing Supervisor Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a meticulous and experienced Billing Supervisor to oversee our billing operations at [$COMPANY_NAME]. In this role, you will manage the billing team, ensuring accuracy and compliance in billing processes while enhancing operational efficiency. You'll drive the execution of billing strategies and collaborate with cross-functional teams to optimize our financial workflows.

Responsibilities

  • Supervise daily billing operations, ensuring timely and accurate invoicing for all clients
  • Lead, mentor, and develop a team of billing specialists to achieve departmental goals
  • Implement and maintain billing policies and procedures to enhance efficiency and compliance
  • Analyze billing data and prepare reports for senior management, identifying trends and areas for improvement
  • Collaborate with finance, sales, and customer service teams to resolve billing discrepancies and enhance customer satisfaction
  • Oversee the integration of billing systems and technologies to streamline processes and improve data accuracy

Required and Preferred Qualifications

Required:

  • 5+ years of experience in billing or accounts receivable management, with demonstrated leadership capabilities
  • Strong understanding of billing systems and financial regulations
  • Proven ability to analyze complex data and generate actionable insights
  • Exceptional attention to detail and organizational skills

Preferred:

  • Bachelor's degree in finance, accounting, or a related field
  • Experience with billing software and ERP systems
  • Knowledge of revenue recognition principles and compliance standards

Technical Skills and Relevant Technologies

  • Proficiency in billing software (e.g., NetSuite, QuickBooks) and Microsoft Excel
  • Familiarity with data analysis tools and reporting software
  • Understanding of financial modeling and forecasting

Soft Skills and Cultural Fit

  • Excellent verbal and written communication skills
  • Strong leadership qualities with a focus on team development
  • Ability to work collaboratively in a fast-paced, remote environment
  • Problem-solving mindset with a commitment to continuous improvement

Benefits and Perks

We offer a competitive salary and comprehensive benefits package, which may include:

  • Health, dental, and vision insurance
  • 401(k) plan with company match
  • Flexible work hours and remote work options
  • Professional development opportunities
  • Generous paid time off and holidays

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

Location

This is a remote position within [$COMPANY_LOCATION].

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