Billing Specialist - Commercial HVAC/R

Helios HVACR Services • Maitland, FL

6d

About The Position

The Billing Specialist is responsible for the accurate and timely processing of invoices while supporting the company’s financial performance and operational efficiency. This role requires a high level of attention to detail, accountability, and the ability to work independently to meet daily production goals, maintain gross margin targets, and ensure compliance with client-specific invoicing requirements. The Billing Specialist plays a critical role in revenue cycle performance by delivering quality, timely, and compliant billing outcomes.

Requirements

• Minimum of 5 years of experience in billing, invoicing, or revenue cycle operations, preferably in a high-volume or service-based environment.
• Strong attention to detail and accuracy
• Advanced organizational and time management skills
• Solid understanding of billing processes and gross margin principles
• Ability to manage high-volume workloads efficiently
• Analytical and problem-solving mindset
• Adaptability to client-specific requirements and changing processes
• Strong communication and collaboration skills

Nice To Haves

• HVAC and/or refrigeration industry experience is a plus, with familiarity in service work orders, labor tracking, and materials billing strongly preferred.

Responsibilities

• Process a high volume of invoices daily, maintaining both speed and accuracy.
• Review all invoices prior to posting to ensure completeness and correctness.
• Validate labor hours, materials, and pricing to ensure accuracy and margin compliance.
• Submit invoices to clients within 1 business day, including all required documentation.
• Consistently achieve a minimum KPI target of 30 invoices processed per day while maintaining accuracy and efficiency.
• Ensure all invoices meet company gross margin expectations
• Review billing components to support profitability and prevent margin leakage.
• Identify discrepancies and take corrective action to protect financial performance.
• Understand and follow individual client billing requirements, formats, and submission processes.
• Submit invoices through appropriate client portals accurately and within required timelines.
• Troubleshoot and resolve client-specific billing issues promptly and professionally.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed