Billing & Accounts Specialist — Growth & Collaboration

Socket.dev; Brea (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

Air Treatment Corporation is seeking a detail-oriented Billing Coordinator to support sales and operations through accounting, billing, CRM, and administrative tasks. The role handles order processing, invoicing, accounts payable/receivable, and reconciling inventory with accuracy.

The position requires experience with AP/AR, invoicing, and ERP/CRM systems, plus strong Excel skills and the ability to manage multiple priorities. Onsite daily in a collaborative team environment.

Qualifications

• Experience with AP/AR, invoicing, and reconciliations.
• Strong attention to detail and organizational skills.
• Excellent communication and customer service abilities.
• Ability to manage multiple priorities and meet deadlines.
• Proficient with Microsoft Excel and ERP/CRM systems.

Responsibilities

• Review and process CRM orders, invoices, and billing transactions for accuracy.
• Perform AP/AR functions, including factory invoice review and customer billing.
• Prepare customer invoices, calculate sales tax, and ensure FOB term compliance.
• Assist with cost recognition, job reconciliation, and inventory transactions.
• Maintain accurate customer, order, billing, and financial data in CRM/ERP systems.
• Audit CRM transactions, pricing, costs, and inventory activity; assist with inventory reconciliation.
• Use Excel to analyze financial and operational data and generate reports.
• Provide billing, order, and administrative support to Sales and internal teams.
• Maintain records and assist with audits, projects, and coverage.
• Perform other related duties as assigned.

Skills

Accounts payable

Accounts receivable

Invoicing

Excel

ERP/CRM

Attention to detail

Communication

Education

High School diploma

Tools

ERP system data entry

CRM systems

Job description

Air Treatment Corporation is seeking a detail-oriented Billing Coordinator to support sales and operations through accounting, billing, CRM, and administrative tasks. The role handles order processing, invoicing, accounts payable/receivable, and reconciling inventory with accuracy.

The position requires experience with AP/AR, invoicing, and ERP/CRM systems, plus strong Excel skills and the ability to manage multiple priorities. Onsite daily in a collaborative team environment.