Billing Specialist

Billing Specialist

Hybrid

Ignition Park South Bend, IN

Full time

R25_0000001070

Company Description

PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries—a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare –perhaps the most complex of all industries.

Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world’s most recognized brands.

As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action. 

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood. 

• Energize the customer relationship: Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions. 
• Success starts with me: Personal ownership fuels collective success. We each play our part and empower our teammates to do the same. 
• Commit to learning: Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow. 
• Dare to innovate: We challenge the status quo with creativity and innovation as our true north. 
• Better together: We check our egos at the door. We work together, so we win together. 

This position will have a hybrid schedule requiring to go to the South Bend's office Tuesday through Thursday and work from home Monday and Friday.

Job Overview

This position will support the Business Services team by managing a wide range of responsibilities that ensure accuracy and efficiency across billing and client services.

Key duties include creating bundled surveys to address client overages, reviewing documentation for billing component setup, maintaining client records such as billing contact updates and purchase orders, assisting Billing Analysts with contract setup, completing clean up of monthly audits, and offering general administrative support as needed.

In addition, the role is responsible for coordinating all billing related to travel expenses and conference registrations. This includes gathering information from multiple systems, generating and distributing invoices and supporting documentation, and serving as a primary point of contact for inquiries from both clients and Press Ganey associates.

Success in this position requires the ability to build and maintain strong working relationships with internal and external stakeholders, along with exceptional attention to detail to proactively identify, prevent, and resolve billing issues in a timely and accurate manner.

Duties and Responsibilities

• Maintain and reconcile a monthly spreadsheet of all client‑billable travel expenses, including retrieving receipts from Workday, cross‑referencing them against submitted expenses, preparing and sending invoices, responding to client and peer inquiries, and issuing credits as necessary.
• Manage bundled survey spreadsheet to ensure clients are billed for survey overages according to their contracts.
• Ensure all required documentation is prepared and available for the Component Implementation Audit by updating the tracking spreadsheet, verifying that billing components are correctly updated within the system, and forwarding final contracts to the appropriate Billing Analyst for review. Collaborate with the Contracts Team, Regional Support, and Sales Teams to identify and resolve any missing documents or discrepancies.
• Oversee updates to purchase orders and billing contact information.
• Review audits and spreadsheets sent by Sr. Director or Director of Billing Services and ensure appropriate updates have been made.
• Work with marketing team to identify conference registrants that have requested an invoice for their registration fees.  This includes creating and sending invoices to clients, answering any questions that arise and issuing credits as necessary.
• Serve as a resource to the team by supporting projects aligned with this role’s responsibilities.

Qualifications

• 3-5 years of relevant experience in billing, finance, banking or similar role
• Excellent written and verbal communication skills are required
• Excellent analytical, organization and problem-solving skills
• Strong attention to detail
• Proficiency with Microsoft Office (Excel, Word, Outlook, etc.)
• Ability to work independently

Education                                               

• High School Diploma

The expected base hourly range for this position is $20 p/h to $21.60 p/h.

Offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary, we offer a competitive benefits package.

Don’t meet every single requirement? 

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.

At PG Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.