Accounts Receivable & Customer Accounts & Membership Specialist

Leaky's Water and Air•San Antonio, TX

10d

About The Position

Leaky’s Plumbing & HVAC is hiring an organized, customer-focused specialist based in San Antonio, Texas, to support locations in Lubbock, San Antonio, and the planned Midland/Odessa expansion. The role supports the company’s growth by managing accounts receivable, invoicing, customer accounts, and residential and commercial maintenance agreements across locations. The specialist prepares and sends invoices using ServiceTitan, tracks outstanding payments, handles customer billing questions and payment arrangements, maintains accurate account records, helps prepare estimates, and verifies job information. They also manage agreement renewals and cancellations, schedule maintenance visits, ensure customers receive their contracted services, and support growth of the maintenance agreement program through follow-up. The position includes customer communication by phone, email, and text; follow-up on estimates, invoices, and requests; and professional resolution of customer concerns. Administrative work includes maintaining spreadsheets, reports, and customer records, tracking tasks, assisting with projects and reporting, and helping improve processes. The role offers pay of $20.00–$26.00 per hour, paid time off and benefits, and opportunities for advancement in a growing, team-oriented company.

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.
Outstanding follow-up skills and a strong 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 another service industry.

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 quickly.
Work with office teams across all locations.
Maintain accurate spreadsheets, reports, and customer records.
Track outstanding tasks and ensure they are followed through.
Assist with reporting and other administrative projects.
Help improve processes as the company grows.