Customer Accounts & Billing Specialist

All-Guard Alarm Systems, Inc.; Livermore (CA); Presencial; USD 52.000 - 75.000; Jornada completa

Descripción de la vacante

All-Guard Alarm Systems, Inc. in California seeks a Customer Account and Billing Specialist to manage customer accounts, billing, payments, and related documentation.

You will handle inquiries, processing, and documentation such as W-9s and permits, while supporting month-end close and collections as needed. The role requires strong communication and organizational skills, proficiency with MS Office and accounting software, and the ability to manage multiple priorities in a professional office

Formación

• Minimum 3 years of billing, customer account administration, accounting support, or related experience.
• Experience with job cost billing, recurring billing, customer account maintenance, or project billing preferred.
• Strong customer service, communication, and organizational skills.
• Proficient in Microsoft Outlook, Word, and Excel.
• Experience with accounting software; DICE and NetSuite experience is a plus.
• Ability to manage multiple priorities, meet deadlines, and work independently.

Responsabilidades

• Serve as a point of contact for customer account inquiries.
• Process customer account changes, updates, and cancellations.
• Issue customer documentation, including W-9s, Certificates of Installation, Conditional Releases, and Unconditional Releases.
• Assist with monthly recurring billing processes and customer rate increases.
• Generate finance charges and late fees according to company policies.
• Provide Accounts Payable and general accounting support as needed.
• Assist with month-end reporting, reconciliations, and special projects.
• Assist customers with billing questions and payment inquiries.
• Follow up on outstanding invoices and payment issues as needed.
• Research and resolve account discrepancies and billing concerns.
• Process customer payments, including credit card, ACH, and EFT transactions.
• Support collection efforts and account reconciliations when required.
• Schedule installation appointments and coordinate customer communications as needed.
• Provide backup support for billing and job cost functions, including installation billing, service ticket billing, billing adjustments, disconnect bill-outs, guard charges and inter-department billings.
• Assist with billing-related reporting, reconciliations, and special projects as needed.

Conocimientos

Customer service

Communication

Organizational skills

Educación

3 years billing/accounting experience

Herramientas

Microsoft Outlook

Microsoft Word

Microsoft Excel

DICE

NetSuite

Descripción del empleo

Position Overview: The Customer Account and Billing specialist is responsible for managing customer accounts, collections, cancellations, payment processing, and recurring billing activities. This position serves as a primary point of contact for customers regarding billing inquiries, account status, and payment arrangements while supporting various accounting functions as needed.

Key duties & Responsibilities:

Please note the essential functions may vary depending on department size, organizational structure and/or geographic location.

Customer Account Administration

• Serve as a point of contact for customer account inquiries.
• Process customer account changes, updates, and cancellations.
• Issue customer documentation, including W-9s, Certificates of Installation, Conditional Releases, and Unconditional Releases.

Recurring Billing & Accounting Support

• Assist with monthly recurring billing processes and customer rate increases.
• Generate finance charges and late fees according to company policies.
• Provide Accounts Payable and general accounting support as needed.
• Assist with month-end reporting, reconciliations, and special projects.

Accounts Receivable Support

• Assist customers with billing questions and payment inquiries.
• Follow up on outstanding invoices and payment issues as needed.
• Research and resolve account discrepancies and billing concerns.
• Process customer payments, including credit card, ACH, and EFT transactions.
• Support collection efforts and account reconciliations when required.

Billing & Job Cost Functions

• Schedule installation appointments and coordinate customer communications as needed.
• Provide backup support for billing and job cost functions, including installation billing, service ticket billing, billing adjustments, disconnect bill-outs, guard charges and inter-department billings. Process parts transfers between warehouse and work-in-progress (WIP) and job cost labor hours.
• Assist with billing-related reporting, reconciliations, and special projects as needed.

Permits, Reporting & Compliance

• Maintain San Francisco and Oakland permit records.
• Obtain and review commercial credit reports, including D&B and TransUnion reports.
• Annual business license renewals
• Process UL Certificate and Permit applications when needed

Qualifications

• Minimum 3 years of billing, customer account administration, accounting support, or related experience.
• Experience with job cost billing, recurring billing, customer account maintenance, or project billing preferred.
• Strong customer service, communication, and organizational skills.
• Proficient in Microsoft Outlook, Word, and Excel.
• Experience with accounting software; DICE and NetSuite experience is a plus.
• Ability to manage multiple priorities, meet deadlines, and work independently.

Work Environment

• Professional office environment with low to moderate noise levels.
• Primarily desk-based work involving computer, phone, and customer communication.

Pre-Employment Requirements

• Must be able to pass a pre-employment physical/drug screen, including the Bureau of Security background check to obtain an ACE License per Company guidelines.

Physical Demands

In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Must be able to see, hear, speak, and write clearly in order to communicate with employees, customers, and/or vendors; manual dexterity required for occasional reaching and lifting of small objects, and operating office equipment.