Job Description

Job Summary

The Billing Representative is responsible for the prompt and accurate creation and distribution of invoices upon completion of any work order. This position is the main contact person interacting with customers after the completion of the on-site work.

Essential Duties and Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Reviews service work orders in Acumatica for completeness and accuracy to produce invoices in accordance with customer contracts and requirements. Identifies and researches discrepancies and communicates with managers and technicians to acquire proper documentation to complete the billing process. Enter cost/billing adjustments when data is missing, incorrect, or changes are requested by approving Service Manager. Creates new opportunities/leads from work order notes on any additional opportunities identified by field personnel.
• Ensures accurate work order information is submitted to Service Manager for approval and Finance for processing/distribution. Provides continuous improvement feedback to Service Manager on any process or work order gaps/challenges that occur.
• Responds to customer communications regarding billing inquiries via phone and email. Pulls historical invoices and work order data as needed for management or customers.
• Provides support for the Customer Service team and other Service Biller areas as needed.
• Follows standard practices and procedures. Makes continual improvement suggestions to further enhance practices and procedures. Ensures quality of work and data into Service Titan. Reviews daily job logs for incomplete and dropped calls and work orders that need to be billed.
• Releasing and submitting invoices via email, customer portal, and mailing out invoices.

Requirements

Required Education and Experience

• Education and/or experience equivalent to a high school diploma and 2-3 years of relevant experience in billing/invoicing for time and materials projects/work.
• Experience in Construction, Field Services, HVAC or Home Security environments preferred.

Additional Qualifications

• Communications: Able to read, write and communicate effectively and professionally, including active listening skills and the ability to demonstrate empathy. Able to present information and respond to questions from peers, managers, clients, customers, and the general public in a courteous and helpful manner. A customer focus with an emphasis on the quality of the customer experience and a “can do” attitude. Ability to interact effectively at all levels and across diverse cultures.
• Math: Able to perform simple addition, subtraction, multiplication and division using standard units of measure and weight.
• Reasoning: Able to apply common sense understanding to carry out simple instructions furnished in written, oral, or diagram form. Able to follow instructions and deal with problems involving several concrete variables in standardized situations with only general supervision.
• Teamwork/Reliability: Solutions-oriented and able to track and prioritize tasks in a fast-paced environment with several simultaneous projects. Able to follow instructions thoroughly and completely. Able to work with minimal supervision.
• Technology: Proficient with word processing/data entry, spreadsheets, use of the internet, and email. Able to use Microsoft Office at an advanced level.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

License/Certification:

• Driver's License (Required)

Work Location:

• Fully Remote Position.