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Customer Account & Service Invoicing Specialist

Company/organization: Bancsource
Contact: Janene Chaffin
Phone: 417-732-7238
Website: https://bancsource.net/

Overview We are seeking a self-motivated, self directed team player to work independently with our dynamic team. The ideal candidate will be able to multi-task 3 key functions:

  • Handling customer accounts/tasks with outstanding customer service
  • Invoicing service calls while complying with customer contracts abiding by company rules and regulations
  • Be a purpose driven partner with our sales representatives to maximize customer satisfaction while maintaining an extensive contract database


Essential Duties and Responsibilities include the following, but not limited to:

  • Implements new contracts into Great Plains
  • Invoice the contract per client billing requirements
  • Update contracts as changes are submitted
  • Invoice other than annual contracts per billing frequency and client requirements
  • As contracts expire Client Services Specialists reviews & corrects if required
  • Receive/execute cancelation notices
  • Set up clients on CustomerSource website
  • Review service calls submitted to the Ready to Invoice queue in Great Plains
  • Invoice the service calls per client billing requirements
  • Service Reports for Special Clients
  • Handle client & internal reviews & disputes
  • Process credit requests
  • Ensure all special requirements (PO, work order, service report…) is on service calls
  • Communicate changes of billing processes or client contracts to other departments


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