Billing Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Assess service work orders in Acumatica to ensure they are complete and accurate, and generate invoices based on customer contracts and specifications.

• Detect and investigate discrepancies, collaborating with managers and technicians to gather necessary documentation for billing.

• Input cost and billing adjustments when data is absent, erroneous, or modified by the approving Service Manager.

• Generate new opportunities or leads from work order notes that highlight additional field-identified prospects.

• Guarantee that precise work order details are submitted to the Service Manager for approval and to Finance for processing and distribution.

• Offer ongoing improvement suggestions to the Service Manager concerning process or work order deficiencies and challenges.

• Address customer billing inquiries via phone and email.

• Access historical invoices and work order information for management or customer requests.

• Assist the Customer Service team and other Service Biller functions as required.

• Adhere to standard practices and procedures while proposing enhancements.

• Maintain the quality of work and data within ServiceTitan.

• Examine daily job logs for incomplete and missed calls, as well as work orders needing billing.

• Dispatch and submit invoices via email, customer portal, and postal mail.

• Act as the primary contact for customers following the completion of on-site work.

⛳️ Requirements

• Education and/or experience comparable to a high school diploma.

• 2–3 years of pertinent experience in billing/invoicing for time and materials projects or work.

• Experience in Construction, Field Services, HVAC, or Home Security sectors is preferred.

• Proficient in reading, writing, and communicating effectively and professionally.

• Possess active listening skills and the ability to exhibit empathy.

• Capable of presenting information and responding to inquiries in a courteous and helpful manner.

• Customer-oriented with a focus on enhancing the customer experience and a “can do” mindset.

• Ability to interact effectively at all levels and across diverse cultural backgrounds.

• Competent in performing basic arithmetic using standard units of measure and weight.

• Able to apply common sense and execute simple written, oral, or diagram-based instructions.

• Capable of following instructions and managing issues involving multiple concrete variables in standardized scenarios.

• Solutions-oriented and adept at tracking and prioritizing tasks in a fast-paced environment with concurrent projects.

• Able to thoroughly and completely follow given instructions.

• Can work with minimal supervision.

• Skilled in word processing/data entry, spreadsheets, internet usage, and email.

• Advanced proficiency in Microsoft Office.

• Valid Driver's License (Required).

🏝️ Benefits

• 401(k)

• 401(k) matching

• Dental insurance

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

• Monday to Friday schedule

• Fully remote position