Operations Scheduler & Billing Specialist

Socket.dev; Grand Rapids (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Premiere Property Services in Grand Rapids, MI is seeking a Scheduler & Billing Specialist to coordinate field operations and manage billing processes. This full-time role requires strong organization and customer-service skills.

You will schedule technicians, input data in Salesforce, generate invoices in Salesforce and transfer to QuickBooks, and collaborate across departments to ensure accuracy and timely communications.

Qualifications

• Experience in scheduling, billing, or administrative roles (property services or trades industry preferred).
• Proficiency with Salesforce and QuickBooks (or similar CRM and accounting platforms).
• Strong organizational and multitasking skills.
• Excellent written and verbal communication skills.
• High attention to detail and a commitment to accuracy.
• Strong problem-solving skills and the ability to adapt to shifting priorities.
• Customer service mindset with a team-oriented approach.

Responsibilities

• Coordinate daily appointments and job schedules for technicians.
• Answer phones and emails related to scheduling inquiries and service requests.
• Input and manage customer and job data in Salesforce.
• Confirm appointments with customers and follow up on schedule changes.
• Communicate scheduling updates and conflicts with internal teams and customers in a timely and professional manner.
• Maintain accurate and up-to-date records of all schedules, job status, and appointments.
• Collaborate with other departments to align technician availability with job priorities.
• Provide outstanding customer service with a focus on responsiveness and professionalism.
• Review completed work orders to ensure all necessary job details and charges are recorded accurately.
• Verify that technicians have completed jobs and charged appropriately based on services rendered.
• Generate invoices in Salesforce and ensure accurate data transfer to QuickBooks.
• Monitor and follow up on outstanding billing tasks to ensure timely invoicing.
• Assist in resolving billing discrepancies or customer inquiries related to invoices.
• Collaborate with technicians and management to improve billing accuracy and consistency.

Skills

Scheduling

Billing

Administrative

Salesforce

QuickBooks

Communication

Organization

Tools

Salesforce

QuickBooks

Job description

Premiere Property Services in Grand Rapids, MI is seeking a Scheduler & Billing Specialist to coordinate field operations and manage billing processes. This full-time role requires strong organization and customer-service skills.

You will schedule technicians, input data in Salesforce, generate invoices in Salesforce and transfer to QuickBooks, and collaborate across departments to ensure accuracy and timely communications.