Customer Accounts & Billing Specialist
About The Position
The Customer Account and Billing Specialist manages customer accounts, collections, cancellations, payment processing, and recurring billing. The role is a primary point of contact for customers with billing inquiries, account status questions, and payment arrangements, and also supports accounting functions. Essential functions may vary depending on department size, organizational structure, and geographic location. The position supports customer account administration, recurring billing, accounts receivable, billing and job cost functions, permits, reporting, and compliance. It processes customer account changes and payment transactions, assists with billing and account discrepancies, supports reporting and reconciliations, and coordinates certain customer communications and installation appointments.
Requirements
- Minimum 3 years of billing, customer account administration, accounting support, or related experience.
- Strong customer service, communication, and organizational skills.
- Proficiency in Microsoft Outlook, Word, and Excel.
- Experience with accounting software.
- Ability to manage multiple priorities, meet deadlines, and work independently.
- Must pass a pre-employment physical/drug screen, including the Bureau of Security background check to obtain an ACE License per Company guidelines.
- Must be able to see, hear, speak, and write clearly to communicate with employees, customers, and/or vendors.
- Manual dexterity is required for occasional reaching and lifting of small objects and operating office equipment.
Nice To Haves
- Experience with job cost billing, recurring billing, customer account maintenance, or project billing.
- Experience with DICE and NetSuite.
Responsibilities
- Serve as a point of contact for customer account inquiries.
- Process customer account changes, updates, and cancellations.
- Issue customer documentation, including W-9s, Certificates of Installation, Conditional Releases, and Unconditional Releases.
- Assist with monthly recurring billing processes and customer rate increases.
- Generate finance charges and late fees according to company policies.
- Provide Accounts Payable and general accounting support as needed.
- Assist with month-end reporting, reconciliations, and special projects.
- Assist customers with billing questions and payment inquiries.
- Follow up on outstanding invoices and payment issues as needed.
- Research and resolve account discrepancies and billing concerns.
- Process customer payments, including credit card, ACH, and EFT transactions.
- Support collection efforts and account reconciliations when required.
- Schedule installation appointments and coordinate customer communications as needed.
- Provide backup support for billing and job cost functions, including installation billing, service ticket billing, billing adjustments, disconnect bill-outs, guard charges, and inter-department billings.
- Process parts transfers between warehouse and work-in-progress (WIP), and job cost labor hours.
- Assist with billing-related reporting, reconciliations, and special projects as needed.
- Maintain San Francisco and Oakland permit records.
- Obtain and review commercial credit reports, including D&B and TransUnion reports.
- Complete annual business license renewals.
- Process UL Certificate and Permit applications when needed.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
