Billing Specialist

SVM; San Jose (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401k with employer contribution

Paid holidays

PTO & sick leave

Volunteer opportunities

Team building activities

Job summary

SVM Billing Specialist role responsible for accurate and timely invoices for HVAC service work. You will collaborate with service operations and customer service teams to verify data, resolve discrepancies, and maintain clean customer files.

The compensation range is generous, with full-time benefits including health, retirement contributions, and paid time off. A flexible, team-oriented environment supports professional growth at SVM.

Qualifications

• 2+ years experience in Billing or Accounting.
• Experience with public agency or prevailing wage contracts preferred.
• 1+ years billing as a Mechanical Contractor preferred.
• High School Diploma or GED required.
• Proficient MS Office including Excel and Teams.

Responsibilities

• Generate accurate invoices for HVAC, plumbing, and service work in the assigned area.
• Distribute invoices via email, mail or electronic platforms.
• Verify billing information aligns with contracts and policies.
• Address discrepancies promptly to prevent delays and dissatisfaction.
• Maintain billing tracker and ensure timely invoicing to customers.
• Collaborate with service, operations, and sales teams daily.
• Review work orders and ensure documentation matches invoicing.

Skills

Billing experience

Attention to detail

MS Office

Strong communication

Cross-team collaboration

Education

High School Diploma or GED

Tools

Viewpoint

Email platforms

Job description

Are you known for being good with numbers? Do you have a keen eye for details ensuring nothing falls through the cracks?

As a Billing Specialist, you will have the opportunity to ensure accurate and timely billing processes for HVAC service work performed at SVM’s customers within an assigned geographical area. The Billing Specialist will work closely with service operations and customer service teams to maintain efficient billing operations and uphold SVM’s commitment to customer satisfaction.

What You Will Do

• Generate accurate and detailed invoices for HVAC and Plumbing service calls, time & maintenance, quoted work, and planned maintenance.
• Distribute invoices to clients via email, mail or electronic billing platforms.
• Verify customer billing information is complete, accurate and compliance with SVM’s policies and client agreements.
• Address any discrepancies or errors in billing promptly to prevent payment delays and customer dissatisfaction.
• Maintains internal billing tracker to ensure invoices are created and sent out to the correct customer in a timely manner.
• Partner with various service team members daily to ensure data received is accurate.
• Final auditor of Work Orders for service jobs within assigned area ensuring work performed, materials used, and equipment serviced is accurately documented prior to invoicing.
• Review and Process Service invoices, ensuring all necessary information is included and accurate.
• Partner with Project Managers on AIA progress billing.
• Work closely with Sales Managers to ensure billing aligns with contract requirements.
• Maintain Service Department’s AP and AR.
• Generate regular reports on billing activity, outstanding invoices and perform collections within assigned area.
• Maintain customer files within assigned areas, ensuring billing information is updated and accurate.
• Support service team with reports needed or other important information.
• Address customer billing inquiries and recommend solutions as needed.
• Support the Service Biling team with other tasks and projects as business requires.

Education, Skills & Experience

• 2+ years of experience in a Billing, Accounting, Service Billing, or similar role required.
• Experience supporting billing for public agency or prevailing wage service contracts preferred.
• 1+ years’ experience billing as a Mechanical Contractor preferred.
• High School Diploma or GED required.
• Highly proficient with various office equipment and programs including MS Office Suite (Word, Excel, Teams, One Note, etc.) required.
• Demonstrated experience working with a flexible schedule preferred.
• Proven work experience utilizing Billing and Dispatch systems; Viewpoint a plus.
• Proven ability to work with different individuals and personalities while maintaining a professional atmosphere required.
• Strong knowledge of HR common practices and strategies highly preferred.
• Is willing to submit to a comprehensive background check required.

Compensation & Company Benefits Include

This is a full-time exempt position. The compensation for this role is $75,000 - $110,000 annually and is based on experience and skillset.

Health: Medical / Dental / Vision / Life & Disability Insurance / FSA

Well-Being: Robust Maternity & Paternity Leave / EAP / Paid Holidays / PTO / Sick Leave / Interactive Breakroom

Financial Wellness: / 401k w/ Employer Contribution / Employee Referral Bonus / “Positive Pulse”

Community Investment: Volunteer Opportunities / Team Building Activities / Employee Activities

Physical Requirements

As a Billing Specialist in the Mechanical Contracting Industry, there are certain physical requirements you should be aware of. These requirements ensure that you are capable of performing the necessary tasks safely and effectively. Reasonable accommodations may be provided to qualified applicants who may not be able to fulfil certain aspects of the role. The key physical requirements for this role are outlined below:

• This role may involve working at a desk, computer, or standing for prolonged periods of time.
• This role may be required to handle physical paperwork, files, office supplies, and using office equipment like a computer, mouse, keyboard, and calculators.
• While the role is predominantly desk-based, there might be instances where standing or moving around the office is required.
• This role does not typically involve heavy lifting, however lighting lightweight items such as files or other office supplies up to 50lbs might be required.

Who We Are

At SVM, we are more than just a leading mechanical contractor specializing in design-build commercial HVAC, plumbing, piping, service/maintenance, and 24-hour emergency services. We’re a team dedicated to supporting the Bay Area, Sacramento, and Nevada regions with trusted expertise and an unwavering commitment to delivering exceptional experiences at every level.

Our success is built on a collaborative culture that values teamwork, innovation, and doing the right thing. We take pride in fostering an inclusive and welcoming environment where every team member feels supported, valued, and empowered to grow. At SVM, we believe our people are our greatest asset, and we prioritize their development, well-being, and success.

Our state-of-the-art fabrication facility reflects our dedication to quality and efficiency. By leveraging cutting-edge 3D design and manufacturing technology, we detail and fabricate ductwork, piping, and pre-skidded equipment to execute projects with precision and excellence.

At SVM, we don’t just focus on work—we focus on balance. We encourage a life-work approach that allows our team to thrive both personally and professionally. We are committed to helping our team members grow, stay curious, and work collaboratively to tackle any challenge. With the support of peers, managers, and executive leadership, our team is equipped to succeed and build meaningful careers.

The statements above reflect the general nature and level of work expected for this role. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. The company reserves the right to modify, add, or remove responsibilities as needed to meet business and organizational needs.