ESSENTIAL RESPONSIBILITIES & COMPETENCIES:

Review customer setup to ensure accuracy, including contract packages, resale certificates, data integrity, chain codes, store numbers, pricing, assets, sales quotes, and recurring charges. Research customer accounts to identify billing inconsistencies and make necessary corrections for full account reconciliation. Analyze customer accounts to determine root cause issues. Coordinate with the IT department to identify system failures affecting customer accounts and requiring reconciliation. Collaborate with IT to identify system gaps, process needs, and implement workaround processes to ensure billing accuracy. Work with Operations, Sales, and Asset Management to ensure accurate customer setup. Process account adjustments and maintenance. Manually process accounts when systematic processing is not possible. Conduct financial integrity reviews of assigned accounts, including reconciliation of receivables and payables. Follow up with customers on reconciliation activities. Coordinate with Sales for account updates, including tank swaps, plan changes, service work, and related billing. Process customer check refund requests.

 

QUALIFICATIONS:

Strong business and systems background. Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations. Proficient in writing reports and business correspondence. Effective in presenting information and responding to questions from managers and customers. Ability to apply mathematical concepts such as fractions, percentages, ratios, and proportions. Excellent verbal and written communication skills. Exceptional customer service skills with a proactive approach. Proficient in Microsoft Office programs (Word, Excel, Outlook, PowerPoint). Highly organized and detail oriented. Ability to multitask and interact effectively with management. Capable of working independently and in a team environment in a fast-paced setting.

EDUCATION AND TRAINING:

Associates degree preferred, or equivalent working experience.

 

EXPERIENCE:

Critical thinking and problem-solving skills related to identifying billing discrepancies. Experience with customer data account setup and billing reconciliation. Ability to communicate reconciliation results to business leaders. Minimum of one year experience in NuCO2 sales, billing, accounts payable, or coordination roles.

 

CERTIFICATES, LICENSES, REGISTRATIONS:

Minimum one-year JDE experience

 

INTERACTION:

Will interact with all levels of the organization’s internal and external customers.