Service Billing an Account Receivable Specialist

Upchurch • Dallas, TX

23d

About The Position

The Service Billing & Accounts Receivable Specialist is responsible for accurately billing service work, monitoring customer account balances, and ensuring timely payment collection. This role works closely with Service Coordinators, Project Sales, Field Technicians, and Accounting to process invoices, reconcile accounts, and support a healthy financial cycle for our Service divisions. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment where accuracy, accountability, and customer service matter.

Requirements

• 4+ years of experience in billing, accounts receivable, or accounting support.
• Knowledge of cost codes, invoicing cycles, and collections practices.
• Strong attention to detail with the ability to manage competing priorities.
• Effective written and verbal communication skills.
• Proficiency in Microsoft Excel, Outlook, and business software systems.
• Ability to manage confidential financial data responsibly and professionally.

Nice To Haves

• Experience in construction, field service, or mechanical trades preferred.

Responsibilities

• Review work orders, labor entries, material charges, and purchase orders for billing accuracy.
• Generate and issue service invoices, T&M invoices, PM invoices, and project/service sales invoices.
• Ensure proper cost coding and adherence to company billing procedures.
• Track billable labor, warranty work, and service contract coverage.
• Partner with Service Leadership on disputed invoices, adjustments, credits, and escalations.
• Monitor A/R aging reports and identify overdue accounts.
• Conduct collections outreach and maintain positive customer relationships.
• Apply customer payments (check, ACH, credit card, lockbox, etc.).
• Process credit memos, short-pays, and reconciliations with supporting documentation.
• Assist with customer onboarding (billing contacts, tax certificates, account setup).
• Support cash flow goals and reduce uncollectable balances.
• Communicate invoice status, account issues, and payment delays to internal teams.
• Support project closeout and contract billings.
• Assist with month-end closing, reporting, and financial reconciliations.
• Maintain organized records in accordance with company policies and audit standards.
• Identify opportunities to streamline billing processes and reduce rework.

Benefits

• Competitive salary based on experience.
• Health, dental, and vision insurance.
• Paid time off and holiday pay.
• Opportunities for professional development and certification assistance.

What This Job Offers

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