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Portal Billing Lead

5 months ago


Calgary, Canada Gateway Mechanical Services Full time

At Gateway Mechanical, the extraordinary is possible to achieve in the role of Portal Billing Lead

The Portal Billing Lead is responsible for successful oversight of portal billing activities including process documentation, directing workflow, and developing effective processes for third-party portal billing to achieve desired outcomes. In addition, the portal billing lead will assist with resolving customer payment issues and maintaining accurate customer accounts.
This position is temporary 9-month position with the possibility of becoming permanent.

**Key Responsibilities**:

- Audit and create step-by-step billing processes on each third-party billing portal (e.g., Ariba, Service Channel, FM Pilot, Oracle, Coupa, Open Invoice, etc).
- Utilize effective problem-solving techniques to troubleshoot rejected invoices.
- Implement and train personnel on correct billing procedures for all portals.
- Meet regularly with individual team members to build rapport, provide support, and break down any obstacles they encounter.
- Identify gaps in billing process and implement effective solutions.
- Work with accounts receivable team to identify and assist in customer payment issues.
- Apprise Controller of progress and obstacles encountered.

Other required duties may be assigned that fall within the parameters of the primary responsibility of the position.

**Minimum Requirements**:

- Portal based billing experience (e.g., Ariba, Service Channel, FM Pilot, Oracle, Coupa, Open Invoice, etc.).
- Understanding of customer accounts and account reconciliations.
- 5+ years experience in billing.
- Excellent problem solving and critical thinking skills.
- Demonstrated Intermediate level in Microsoft Excel, Word, and other Office products.

**Preferred Experience and Knowledge**:

- Diploma or bachelor’s degree in accounting or finance.
- 1+ Year of accounts receivable experience.
- 1+ Year of management experience.

**Perks of Working at Gateway Mechanical**:

- Competitive salary.
- Flexible work schedule.
- Great team environment.
- Employee Assistance Program.

The Future is Bright. Come Grow with Us