Client Services & Billing Coordinator

The Trade Group; Grapevine (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

The Trade Group in Grapevine, TX seeks an experienced Administrative/Account Coordinator to support EMP projects and financial activities, including invoicing, prepayments, and reconciliation. This role collaborates with Sales, Project Management, Accounting, and client teams to ensure accurate communication and timely progress of projects and payments.

Responsibilities include document administration (DocuSign), records maintenance in Business Central, and assisting Account Managers with

Qualifications

• Associate degree or equivalent in business administration, accounting, finance, or related field.
• Experience in administrative support, account coordination, or project support preferred.
• Strong organizational, confidentiality, and written/verbal communication skills.

Responsibilities

• Attend departmental and sales meetings as needed.
• Learn TTG’s standard products, services, culture, and procedures.
• Perform administrative and system maintenance duties as needed.
• Demonstrate strong customer service, conflict resolution, communication, attention to detail, and urgency in day-to-day responsibilities.
• Responsibilities are assigned based on business needs and workload balancing.
• Support client communications, respond to inquiries, and address service gaps with follow-up.
• Administer DocuSign agreements, including preparation, routing, and status monitoring.
• Distribute and monitor prepayment invoices and provide weekly status updates.
• Support Account Managers with daily administrative and project tasks.
• Assist with customer communication and documentation as needed.
• Maintain accurate records in Business Central and other internal systems.
• Assist with invoice reconciliation, reviewing quotes vs actual charges.
• Track project details, timelines, and customer requests.
• Ensure internal processes are followed and information is entered correctly.
• Coordinate with Account Management, Project Management, Sales, Accounting, and other teams.
• Other duties as assigned.

Skills

Administrative support

Account coordination

Customer service

Communication skills

Education

Associate degree in business administration

Tools

Business Central

Job description

The Trade Group in Grapevine, TX seeks an experienced Administrative/Account Coordinator to support EMP projects and financial activities, including invoicing, prepayments, and reconciliation. This role collaborates with Sales, Project Management, Accounting, and client teams to ensure accurate communication and timely progress of projects and payments.

Responsibilities include document administration (DocuSign), records maintenance in Business Central, and assisting Account Managers with