CSR Administrator
Job Description
Responsibilities Billing
- Prepare, review, and issue accurate customer invoices (facturas/CFDI) in compliance with SAT (Mexican tax authority) requirements and company policy.
- Reconcile invoices against orders, delivery tickets, and pricing agreements prior to billing.
- Monitor accounts receivable, follow up on outstanding balances, and support collections efforts.
- Process credit notes, billing adjustments, and payment applications as needed.
- Coordinate with the accounting/finance team to research and resolve billing discrepancies or disputes.
- Maintain accurate, well-organized billing files and documentation to support internal and external audits.
- Manage incoming calls and customer service inquiries from customers, transloading facilities, and carriers regarding orders, deliveries, and general questions.
- Act as a liaison for the company, providing product/service information and resolving emerging problems accurately and efficiently.
- Identify and assess customer needs to achieve satisfaction, building sustainable relationships and trust with customer accounts through open, interactive communication.
- Process purchase orders and track shipments from order creation through completion of delivery to the well site.
- Provide accurate, valid, and complete information using approved methods and tools, and consistent, timely status updates throughout the life of each order.
- Handle customer and carrier complaints, provide appropriate solutions and alternatives within established time limits, and follow up to ensure resolution.
- Keep detailed records of customer interactions, process customer accounts, and file supporting documentation.
- Gather and provide information related to MSDS/SDS, technical data sheets, and product samples.
- Confer with trucking companies and distribution center personnel to coordinate delivery logistics.
- Identify opportunities to support additional business and refer qualified leads to the sales team.
- Follow communication procedures, guidelines, and policies, and manage multiple orders and inquiries simultaneously across various stages of the delivery cycle.
- Set up and maintain new customer and carrier accounts.
- Go the extra mile to engage customers and ensure a positive experience.
- Provide general administrative and office support, including recordkeeping, filing, and correspondence.
- Draft, format, and proofread correspondence, reports, and other documents in English and Spanish.
- Support the implementation and upkeep of administrative systems, procedures, and policies.
- Maintain organized digital and physical filing systems for orders, invoices, and customer records.
- Assist with special projects and other duties as assigned.
- Bilingual: proficient in reading, writing, and speaking Spanish and English.
- Proven customer support, billing, or administrative support experience.
- Strong phone contact handling skills and active listening.
- Customer-oriented, with the ability to adapt and respond to different types of customer personalities.
- Excellent communication, presentation, and interpersonal skills.
- Strong multitasking, organizational, and time-management skills; ability to prioritize effectively.
- High attention to detail and accuracy, particularly with billing and documentation.
- Strong problem-solving skills, sound judgment, and a sense of urgency.
- Team player with a professional, courteous, and reliable demeanor.
- Honest, dependable, and self-motivated.
- Minimum 2 years of experience in customer service, billing, or administrative support; experience in logistics, oilfield services, or a related industry preferred.
- Working knowledge of invoicing/billing practices; familiarity with Mexican CFDI/factura requirements is a plus.
- Proficient in Microsoft Office Suite (Excel, Word, Outlook) and standard office equipment.
- High school diploma or equivalent required; associate's or bachelor's degree in Business Administration, Accounting, or a related field preferred.
- Maintains a neat, clean, and professional appearance at all times.
Meet The Recruiter
Brandy Falcon
Sr. Direct-Hire Recruiter
A Top Recruiting Expert at Burnett with Over 10 Years of Proven Success
Once I started my recruiting career, I knew I would never turn back. I treat my candidates and clients with the same respect, transparency, and compassion that I give to my loved ones. It can be easy to find a job but challenging to find the right fit, so my focus is listening to the wants and needs of those I work with to identify an excellent match for both parties.
I’ve been passionate about connecting talented professionals with their dream jobs for over a decade, and I’m proud to be a top recruiter at Burnett Specialists. Let’s work together to find your perfect match



