Billing & Operations Specialist

Air Treatment Corporation; Brea (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Air Treatment Corporation in Brea, CA is seeking a Billing Coordinator to support sales and operations through accurate accounting, billing, CRM, and administrative duties. You will process orders, invoices, and reconciliations while ensuring financial accuracy and timely billing.

The role requires attention to detail, strong Excel skills, experience with ERP/CRM systems, and the ability to manage multiple tasks in a collaborative environment. Onsite daily in our California office.

Qualifications

• At least 2 years in billing, accounting, or related role.
• Experience with invoicing, cost recognition, and reconciliations.
• Familiarity with CRM and ERP data entry.
• Proficiency with Microsoft Excel and financial data handling.

Responsibilities

• Review and process CRM orders, invoices, and billing transactions for accuracy.
• Perform AP/AR functions and customer billing.
• Prepare invoices and calculate sales tax per FOB terms.
• Maintain accurate CRM and ERP records.
• Use Excel to analyze financial data and generate reports.
• Support Sales and internal teams with billing and admin tasks.

Skills

AP/AR knowledge

Excel proficiency

CRM/ERP familiarity

Attention to detail

Communication skills

Education

High School diploma or equivalent

Tools

ERP system

CRM system

Microsoft Excel

Job description

Air Treatment Corporation in Brea, CA is seeking a Billing Coordinator to support sales and operations through accurate accounting, billing, CRM, and administrative duties. You will process orders, invoices, and reconciliations while ensuring financial accuracy and timely billing.

The role requires attention to detail, strong Excel skills, experience with ERP/CRM systems, and the ability to manage multiple tasks in a collaborative environment. Onsite daily in our California office.