Accounts Receivable & Customer Accounts & Membership Specialist
About The Position
Leaky's is hiring an organized, customer-focused specialist to support its growth. The position is based in San Antonio, Texas, and supports the company's locations in Lubbock and San Antonio, as well as its planned expansion into Midland/Odessa. The role handles invoicing and accounts receivable, customer account maintenance, residential and commercial maintenance agreements, customer follow-up, and administrative support. The specialist will work with customers and office teams across locations, help ensure agreed services are delivered, and contribute to improving processes as the company grows.
Requirements
- Strong Microsoft Excel proficiency, including formulas, sorting, filtering, and managing large spreadsheets.
- Proficiency with Microsoft 365, including Outlook, Word, and Teams.
- Excellent organization and attention to detail.
- Excellent customer service and communication skills.
- Strong follow-up skills and a sense of ownership.
- Comfort making phone calls and communicating with customers.
- Ability to manage multiple responsibilities and deadlines.
- Dependable, self-motivated, and able to work without constant supervision.
- Strong problem-solving skills and willingness to improve processes.
Nice To Haves
- Experience with accounts receivable, billing, or customer account management.
- ServiceTitan experience.
- Experience in plumbing, HVAC, construction, property management, medical billing, or other service industries.
Responsibilities
- Prepare and send customer invoices using ServiceTitan.
- Track outstanding invoices and follow up on payments.
- Communicate with customers about billing questions and payment arrangements.
- Keep customer accounts accurate and up to date.
- Help prepare estimates and verify job information.
- Manage residential and commercial maintenance agreements across all locations.
- Track agreement renewals, cancellations, and upcoming maintenance services.
- Contact customers to schedule maintenance visits and renew agreements.
- Ensure customers receive all services included in their agreements.
- Support growth of the maintenance agreement program through consistent customer follow-up.
- Communicate with customers by phone, email, and text.
- Follow up on outstanding estimates, invoices, and customer requests.
- Help resolve customer concerns professionally and promptly.
- Coordinate with office teams across all locations.
- Maintain accurate spreadsheets, reports, and customer records.
- Track outstanding tasks and ensure they are completed.
- Assist with reporting and other administrative projects.
- Help improve processes as the company grows.
Benefits
- 401(k) matching
- Performance-based bonus
- Dental insurance
- Health insurance
- Paid time off
- Training and development
- Vision insurance
- Opportunity for advancement
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
