Accounts Receivable & Membership Coordinator

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

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.