Billing Specialist
We are seeking a high-performing Billing Specialist with a strong foundation in accounting and a passion for solving problems. This role is ideal for someone who thrives in a fast-paced environment, demonstrates exceptional attention to detail, and possesses advanced analytical thinking. You will be responsible for managing complex billing operations for service calls, installations, maintenance agreements, and parts. This includes overseeing billing workflows, resolving discrepancies, and driving process improvements. Candidates must have an Associate's degree in Accounting (or related) and at least 2 years of billing or accounts receivable experience.
Primary Duties and Responsibilities :
- Operate with a high level of customer service
- Generate and issue accurate invoices for HVAC services, installations, maintenance contracts, and parts
- Audit work orders, job costing, and technician notes to ensure billing integrity and compliance
- Validate service ticket completion and job closure documentation prior to invoicing
- Monitor and follow up on outstanding receivables; initiate customer outreach for payment resolution
- Collaborate with technicians, project managers, and dispatch personnel to resolve billing discrepancies
- Maintain comprehensive billing records and customer account files in accordance with audit and regulatory standards
- Support monthly statement preparation, collections efforts, and payment application processes
- Reconcile customer accounts and resolve payment discrepancies
- Contribute to month-end revenue reporting and financial tracking
- Ensure compliance with internal controls and external regulations (e.g., lien waivers, sales tax, contract terms)
Advanced Billing :
Perform Billing Batch ReviewsManage and respond to inquiries via the Billing Email channelInvestigate and resolve Billing Issues with urgency and accuracyConduct Collections Invoice Reviews and support collection effortsProcess and track Credit Requests and apply Credits accuratelyReview Daily Cash Receipts and ensure proper postingManage Invoice Holds and monitor Invoices in ProcessTrack and follow up on Past Due accountsOversee Posting Inventory related to billing transactionsExecute Agreement Billing for service contractsIdentify and prepare jobs marked Ready for BillingProcess Refunds and ensure proper documentationProcess Service Billing with urgency and accuracyProcess Voids and maintain audit trailsAdminister multiple Billing Portals and ensure data consistency across platformsLeadership & Growth Expectations :
Demonstrate strong problem-solving skills and take initiative to resolve complex billing challengesExhibit exceptional attention to detail in all aspects of billing and documentationApply analytical thinking to identify trends, improve processes, and reduce errorsCommunicate effectively with internal teams and customers to ensure billing clarity and resolutionShow readiness to lead billing operations, mentor junior staff, and contribute to strategic improvementsRequired Qualifications :
Associate's degree in Accounting, Finance, or a related fieldMinimum of 2 years of billing or accounts receivable experience (service-based or project-driven environment a plus)Proficiency in Microsoft Office Suite (Excel, Outlook, Word)Strong analytical skills and attention to detailExcellent written and verbal communication skillsAbility to work independently and manage multiple priorities in a fast-paced settingPreferred Qualifications :
Experience with flat-rate pricing, time and materials billing, and contract billing modelsKnowledge of lien rights and state-specific billing regulationsProficiency in accounting software such as QuickBooks, Sage, or similar platformsExperience supporting financial audits or internal compliance reviewsWe offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer / Veterans / Disabled
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.