Description

Execute daily progress billing activities related to the set-up of customer engagements, creating and distributing milestone invoices, and collecting outstanding AR.

Principal Duties and Responsibilities (Essential Functions) :

• Set-up and maintain progress billing for customer engagements.
• Participate in weekly customer project status meetings and maintain ongoing communication with internal project teams to stay apprised of milestone status or achievement.
• Track multi-unit orders with ship when ready’ agreements, ensuring invoices created are accurate and reflect shipments to-date.
• Track the fulfillment of equipment included in orders, billing freight accurately and timely following final shipment.
• Perform Cash in’ forecasting for machine orders when required based on knowledge gained on customer behaviors and anticipated milestone achievement dates.
• Engage with customers via phone calls and emails on matters related to open equipment purchases.
• Engage with customers on status of open AR and late payments. Communicate collections status to supported divisions and execute collections where needed to minimize past due AR.
• Log collections contact activity daily for active AR in your scope of responsibility. Assigning collection status codes, contact dates, promise to pay dates, comments, etc.
• Maintain records of invoice distribution and customer correspondence.
• Field customer inquiries and provide customers with requested documentation when requested and deemed appropriate.

Job Specifications :

• Performs well in an individual and team environment.
• Customer-centric mindset.
• Effective communication skills (verbal and written).
• Strong organization and time management skills.
• Detail oriented and analytical.
• Professional and courteous.
• Comfortable working in a fast-paced environment.
• Ability to summarize and concisely report the status of work and known issues.

Required Education and Experience :

• Experience and knowledge of full order to cash lifecycle.
• 1-5 years’ experience with progressive payment contractual agreements (progress billing).
• Proficient in Microsoft Office Suite. Strong Excel skills required.
• Infor Visual, Infor XA, or Cashbook knowledge is a plus.

Supervisory / Responsibility : None Work Environment : This is an office position associated with a manufacturing facility.

Although the employee may spend a portion of his / her time in the office area, the employee’s essential job duties also require the employee to spend a portion of his / her time in the manufacturing area.

The employee must be able to correctly wear and use any Personal Protective Equipment (PPE) required by the employer when in the manufacturing area.

Position Type : Hourly Travel : Limited travel is expected for this position, less than 10%. Physical Demands : The physical demands described here are representative of the those performed in the job duties.

The employee sits at a desk and uses a computer for prolonged periods of time. Performing the role frequently uses close vision, speech, hearing, and dexterity to operate office equipment.

The employee must occasionally lift and / or move up to 15 pounds.

Disclaimer : The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.

It’s not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this job.

This job description is subject to change at any time.#LI-BO1

Barry-Wehmiller is an equal opportunity employer. M / F / D / V This organization uses E-Verify.

Applicants may be subject to pre-employment screening which may include drug screening, reference checks, employment verifications, background screening and / or skills assessments.

Company : BW Corporate US

Last updated : 2024-04-27