Billing & Operations Specialist (In-Office)

Air Treatment Corporation; Brea (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

Air Treatment Corporation is seeking a Billing Coordinator to support sales and operations through accounting, billing, CRM, and administrative functions. You will process orders, invoices, AP/AR, and prepare financial reports, ensuring accuracy and compliance while maintaining ERP/CRM data integrity.

The role emphasizes coordination with Sales and internal teams, cost recognition, and inventory activity. Strong Excel and ERP/CRM experience are essential, with a focus on accuracy and timely

Qualifications

• High School diploma or equivalent.
• Minimum 2 years in billing, accounting, AP/AR, or related role.
• Experience with ERP data entry required.
• Experience with CRM systems preferred.
• Proficiency with Microsoft Excel.

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 compliance with FOB terms.
• Assist with cost recognition, job reconciliation, unbilled transactions, and discrepancy resolution.
• Maintain accurate customer, order, billing, and financial information in CRM and ERP systems.
• Audit CRM transactions, pricing, costs, and inventory activity; assist with inventory reconciliation.
• Use Excel to analyze financial and operational data and prepare reports as needed.
• Provide billing, order, and administrative support to Sales and internal teams.
• Maintain accurate records and assist with audits, projects, and administrative coverage.
• Perform other related duties as assigned.

Skills

Accounting principles

Attention to detail

Communication

Multitasking

Excel

ERP systems

CRM systems

Independent work

Problem solving

Team collaboration

Education

High School diploma or equivalent

Tools

ERP systems

CRM systems

Excel

Job description

Air Treatment Corporation is seeking a Billing Coordinator to support sales and operations through accounting, billing, CRM, and administrative functions. You will process orders, invoices, AP/AR, and prepare financial reports, ensuring accuracy and compliance while maintaining ERP/CRM data integrity.

The role emphasizes coordination with Sales and internal teams, cost recognition, and inventory activity. Strong Excel and ERP/CRM experience are essential, with a focus on accuracy and timely