Finance Team: Billing

Feel free to slide or navigate through the different roles in the below Billing Team overview. For more in-depth information about a specific role click ``learn more``.


  • Direct Reports

  • Education / Experience

  • Application / Technical Aptitude

  • Soft Skills

  • Role Requirements

  • Billing Coordinator



  • None

  • •BA/BS in job field concentration or 1 year of experience

  • •Strong computer skills
    •Microsoft Office Experience (Word, PowerPoint, Outlook)
    •Intermediate Excel skills
    •QuickBooks or other accounting software experience

  • •Well organized written & confident verbal communication skills
    •Command (Present with confidence & authority both internally & externally)
    •Attention to detail
    •Able to execute tasks independently
    •Time management skills
    •Understand reporting systems
    •Professional & persistent in seeking payment from dealers
    •Self-motivated
    •Treat all departments with respect
    •Customer-Centric Mindset

  • •Understand & apply all SOPs
    •Ensure contracts are compliant based on OEM guidelines
    •Process budget increases/decreases & cancellations
    •Act as training resource for Field Sales and CST
    •Generate Invoices & post customer payments
    •Oversee enrollments & billing for major OEM programs
    •Reconcile revenue between QuickBooks & contracting system
    •Oversee collection of accounts
    •Process customer credit card payments
    •Prepare monthly analysis reports for senior management
    •Turn bad debt clients to the collections

  • Senior Billing Coordinator



  • None

  • •BA/BS in job field concentration
    •1-3 years of experience in billing and/or accounting

  • Mastery of all Billing Coordinator level
    •Able to run spend reports out of Google, Facebook, and Bing
    •Understand JIRA
    •Basic understanding of Salesforce
    •Knowledge of Excel Macro/VBA & L2T Rate Card
    •Understand OEM Billing Requirements

  • Mastery of all Billing Coordinator level soft skills
    •Exemplary communication skills
    •Commitment to meeting the needs of internal & external customers
    •Escalates critical issues
    •Contribute to team & company goals for overall success
    •Proposes optimal solutions to business problems
    •Anticipate the needs of internal customers & acts as a partner to sales/CST
    •Supervise work performed by the Billing Coordinator

  • Mastery of all TDR’s at Billing Coordinator Level.
    •Act as a gatekeeper for new deals & upsells
    •Keep discounted rate list up to date for
    •Provide revenue analysis & client count on a product level for EMT
    •Complete the monthly Margin Tracker
    •Quantify & track liability for underspends & issue credits
    •Oversee all program billing & ensure new programs/ products are set up in MAP
    •Identify process inefficiencies & write stories to be considered by platform development team
    •Ensure collection of past due amounts for program clients with professional follow-up.
    •Own the weekly flash reporting to management team
    •Ensure that all billing is accurate and sent out on time
    •Track new, upsell, budget decreases & cancellations

  • Billing Supervisor



  • One

  • •BA/BS in job field concentration
    •2-4 years of experience in billing and/or accounting

  • Mastery of all Senior Billing Coordinator level application software
    •Technical skills regarding revenue recognition
    •Understand the of co-op reimbursement rules by OEM
    •Technical understanding of MAP platform
    •Able to develop acceptance criteria for development stories & evaluate test cases

  • Mastery of all Senior Billing Coordinator soft skills
    •Answer complex questions internally and externally about any billing issues.
    •Aptitude at screening new hire candidates
    •Track record of cross-collaboration & establish processes across departments
    •Develop & train employees on policies & procedures
    •Able to anticipate resource constraints and plans accordingly
    •Emotional intelligence
    •Inspirational team & thought leader
    •Development of direct reports and long-term investment of team development

  • Mastery of all Senior Billing Coordinator level
    •Manage OEM relationships
    •Ensure internal technology has the capabilities to meet OEM billing needs.
    •Communicate/escalate pertinent information to ensure cohesiveness between teams & management
    •People Management
    •Develop strong working relationships & collaborate with peers to solve client issues
    •Own finance OEM reporting for month end.
    •Lead OEM billing changes
Finance Billing