Billing and Data Associate

Valid8 Financial, Inc.; Oceanside (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Pacific Backflow in Oceanside, CA is seeking a Billing and Data Associate to support our billing operations using QuickBooks and ServiceTitan. You’ll enter data, maintain records, and generate invoices while helping with general office tasks and keeping our customers well cared for.

This role requires accurate data entry (45 WPM), a sharp eye for detail, and comfort with basic accounting and web apps. English fluency is expected; Spanish is a huge plus.

Qualifications

• High school diploma or equivalent required.
• QuickBooks, web apps, Word, Excel, and email skills.
• One year of accounts receivable experience preferred.
• English fluency required; Spanish is a huge plus.

Responsibilities

• Maintain and update records in QuickBooks and our database, and generate invoices for completed work.
• Handle general office duties including word processing, copying, scanning, filing, answering phones, and other communications.
• Review all service reports for accuracy before invoicing.
• Enter reports accurately into web apps and other software.
• Process and document customer payments, including checks and credit cards.
• Stay current on updates to our billing procedures.
• Send invoices according to each customer's preferences.
• Jump in wherever you're needed to support the team!

Skills

Data entry accuracy

Typing speed 45 WPM

10-key by touch

Customer service

Attention to detail

Team player

Bilingual Spanish (a plus)

Education

High school diploma or equivalent

Tools

QuickBooks

ServiceTitan

Microsoft Word/Excel

Email tools

Job description

Are you ready to grow with a team that's going places? Pacific Backflow has been serving our community for over 40 years. We have a loyal, established client base. Our warm, close-knit team offers the stability of a seasoned company with the energy of one that's always leveling up. If you love connecting with customers, thrive on variety, and bring a sharp eye for detail to everything you do, we want to hear from you!

JOB SUMMARY

As our Billing and Data Associate, you'll be the backbone of our billing operations! You'll use tools like QuickBooks and ServiceTitan to enter data, maintain records, and generate invoices — all while pitching in on general office tasks and keeping our customers well cared for.

WHAT YOU'LL DO

• Maintain and update records in QuickBooks and our database, and generate invoices for completed work.
• Handle general office duties including word processing, copying, scanning, filing, answering phones, and other communications.
• Review all service reports for accuracy before invoicing.
• Enter reports accurately into web apps and other software.
• Process and document customer payments, including checks and credit cards.
• Stay current on updates to our billing procedures.
• Send invoices according to each customer's preferences.
• Jump in wherever you're needed to support the team!

WHAT YOU BRING

• Experience with computer data entry and the ability to type at least 45 WPM.
• Ability to operate a 10-key calculator by touch.
• Familiarity with data management software and basic accounting — or the drive to learn quickly!
• A sharp eye for detail, even in a fast-paced environment, and the ability to follow directions accurately.
• Strong customer service skills — professional, friendly, and courteous every time.
• Flexibility and the ability to adapt when priorities shift.
• Self-motivation and the ability to juggle multiple tasks at once.
• Knowledge of plumbing or construction terminology is a plus!
• Must pass an FBI / California DOJ fingerprint background check upon hire, with continued employment depending on a clear result.

EDUCATION & EXPERIENCE

• High school diploma or equivalent required.
• Intermediate to advanced skills in QuickBooks, web apps, Word, Excel, and email.
• One year of accounts receivable experience preferred — though related experience as an office, admin, or retail associate may substitute.
• English fluency required. Bilingual in Spanish is a huge plus!

WHY PACIFIC BACKFLOW?

Everything we do is guided by our Mission and Core Values:

Our Mission: "Caring for our Community by protecting the water supply with the most respected, responsive, and reliable Backflow Service."

Our Core Values:

• We serve with Integrity, Expertise, and Quality
• We are Responsive & Thorough Communicators
• We Develop Lasting Relationships with our Customers
• We Invest in our People
• We Win as a Team

Come do your best work with people who truly care — and help us fulfill our mission, one invoice at a time!