EDI Billing Specialist

ORGANIZATIONAL STRUCTURE

• This position reports to the Accounts Receivable Credit and Collections Manager

POSITION SUMMARY 

The EDI Billing Specialist is responsible for managing electronic billing processes, maintaining EDI (Electronic Data Interchange) transactions, ensuring accurate and timely invoice submission, resolving billing discrepancies, and supporting customer billing requirements. This position works closely with customers and internal departments to ensure invoices are submitted accurately and according to customer billing requirements. The EDI Billing Specialist is also responsible for identifying and resolving rejected, delayed, or incorrect invoice submissions that could impact timely payment.

RESPONSIBILITIES

• Process and monitor electronic billing transactions through EDI platforms.


• Generate, validate, and transmit invoices in accordance with customer requirements.


• Monitor and investigate electronic invoice submissions for accepted, rejected, failed, or pending invoices and resolve rejected, failed, or disputed EDI transactions.


• Maintain customer billing profiles, EDI setups, and trading partner configurations.


• Review billing information and supporting documentation for accuracy prior to invoice submission.


• Coordinate with Operations, Accounting, Credit & Collections, Customer Service, and other internal departments to obtain missing or corrected information required for billing.


• Reconcile invoicing discrepancies and research customer billing inquiries.


• Monitor Accounts Receivable aging and research past-due invoices when payment is delayed due to billing, documentation, or submission issues to assist with collections efforts.


• Maintain accurate customer billing profiles, portal instructions, submission requirements, and billing documentation.


• Test and implement new customer EDI connections and billing formats.


• Identify opportunities to improve billing workflows, efficiency, and accuracy.


• Ensure compliance with company policies, customer contracts, and regulatory requirements.


• Prepare reports and provide analysis related to billing performance and EDI transaction activity.


• Perform additional billing and Accounts Receivable duties as assigned.

EDUCATION AND EXPERIENCE

• High school diploma or GED required.


• Associate's or Bachelor's degree in Accounting, Finance, Business Administration, Information Systems, or a related field preferred.


• 2 years of billing, accounts receivable, EDI, or related experience preferred.


• Experience working with transportation, logistics, oil & gas, construction, or service-based billing environments is a plus.


• Experience with ERP systems and customer billing portals preferred.


• Experience working in a high-volume billing environment preferred.


• Experience researching rejected invoices, billing discrepancies, or electronic invoice submission issues is a plus.

REQUIRED SKILLS / ABILITIES

• Working knowledge of EDI transactions and electronic invoicing processes preferred.


• Strong understanding of billing, invoicing, and Accounts Receivable processes.


• Proficiency in Microsoft Excel and Microsoft Office applications.


• Ability to learn and navigate multiple customer billing portals and systems.


• Strong analytical and problem-solving skills with the ability to identify and resolve billing discrepancies.


• Strong organizational skills and attention to detail.


• Strong follow-up skills with the ability to track unresolved billing issues through completion.


• Excellent written and verbal communication skills.


• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.


• Ability to work independently while coordinating effectively with multiple departments.


• Strong customer service mindset with an emphasis on accuracy, responsiveness, and timely issue resolution.

PHYSICAL AND TRAVEL REQUIREMENTS

• Ability to sit and work at a keyboard for extended periods of time.


• Must be physically able to operate a variety of office equipment including computer, office equipment, telephone, etc.