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Accounts Receivable & Customer Accounts & Membership Specialist

Accounts Receivable & Customer Accounts & Membership Specialist

air conditioning contractors of america accaSan Antonio, TX

today

$20.00 - $26.00 per hour

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Leaky's Plumbing & HVACLeaky's is a fast-growing plumbing and HVAC company, and we're looking for a highly organized, customer-focused person to help support our growth. This position is located in San Antonio, TX, but will support all of our locations, including Lubbock, San Antonio, and soon Midlan/Odessa.
What You'll Be Doing: 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 renewals, cancellations, and upcoming maintenance services. Contact customers to schedule maintenance visits and renew agreements. Make sure customers receive all services included in their agreements. Help grow our 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 to keep things moving. Maintain accurate spreadsheets, reports, and customer records. Track outstanding tasks and make sure nothing falls through the cracks. Assist with reporting and other administrative projects. Help improve processes as our company continues to grow.
What We're Looking For: Strong Microsoft Excel proficiency is required, including formulas, sorting, filtering, and managing large spreadsheets. Proficient with Microsoft 365, including Outlook, Word, and Teams. Extremely organized and detail-oriented. Excellent customer service and communication skills. Outstanding follow-up skills and a strong sense of ownership. Comfortable making phone calls and communicating with customers. Able to manage multiple responsibilities and deadlines. Dependable, self-motivated, and able to work without constant supervision. Strong problem-solving skills and a willingness to improve processes. Experience with accounts receivable, billing, or customer account management preferred. ServiceTitan experience is a plus. Experience in plumbing, HVAC, construction, property management, medical billing, or other service industries is helpful but not required. Why Join Leaky's? Competitive pay based on experience. Paid time off and benefits. Stable, growing company with opportunities for advancement. Friendly, team-oriented work environment. Opportunity to play an important role as we expand into new markets. Who Will Succeed Here? We're looking for someone who is naturally organized, great with customers, and takes ownership of their responsibilities. Someone who doesn't need to be reminded to follow up, enjoys keeping things organized, and takes pride in getting things done right. We're growing quickly, and we need someone who can keep up, solve problems, and help us build better systems along the way.
Compensation: $20.00 - $26.00 per hour

Also on the board Same function, level within a rung

Level

Junior

Salary

$20.00 - $26.00 per hour

Location

San Antonio, TX

Occupation

Bookkeeping, Accounting, and Auditing Clerks

Industry

Plumbing, Heating, and Air-Conditioning Contractors

Posted

today

Apply for this role (opens in a new tab)