Accounts Receivable & Customer Accounts & Membership Specialist

Leakys; San Antonio (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Leaky's, a growing plumbing and HVAC company in San Antonio, TX, is seeking an organized, customer-focused team member to support our accounting and operations. You will handle invoicing, maintain client records, and coordinate maintenance agreements across locations.

The role emphasizes strong Excel skills, ServiceTitan experience, and excellent communication as you assist with billing, scheduling, and customer follow-up to help grow our service programs.

Qualifications

• Strong Excel skills with formulas, sorting, and large spreadsheets.
• Proficient with Microsoft 365 apps (Outlook, Word, Teams).
• Extremely organized and detail-oriented.
• Excellent customer service and communication skills.
• Strong follow-up and ownership.
• Experience with accounts receivable, billing, or customer accounts preferred.
• ServiceTitan experience is a plus.
• Experience in plumbing/HVAC or service industries helpful but not required.

Responsibilities

• Prepare and send customer invoices using ServiceTitan.
• Track outstanding invoices and follow up on payments.
• Communicate billing questions and payment arrangements.
• Keep customer accounts accurate.
• Help prepare estimates and verify job information.
• Manage residential and commercial maintenance agreements across 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 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 locations to keep things moving.
• Maintain accurate spreadsheets, reports, and customer records.
• Track outstanding tasks and ensure nothing falls through the cracks.
• Assist with reporting and other administrative projects.
• Help improve processes as our company grows.

Skills

Excel proficiency

Microsoft 365

Organization

Customer service

Follow-up

Communication

Multi-tasking

Problem-solving

Accounts receivable

ServiceTitan

Tools

ServiceTitan

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

About Us

This position is located in San Antonio, TX, but will support all of our locations, including Lubbock, San Antonio, and soon Midlan/Odessa.

Leaky'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.

We're looking for someone who loves staying organized, enjoys working with customers, and takes pride in getting things done.

What You'll Be Doing

Accounts Receivable & Invoicing

• 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.

Maintenance Agreement Management

• 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.

Customer Service & 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.

Organization & Administrative Support

• 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.

If you're the type of person who stays on top of everything, follows through on every task, and enjoys helping customers, we'd love to hear from you!