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

Job Title: Scheduler & Billing Specialist

Company: Premiere Property Services

Location: Grand Rapids, MI

Job Type: Full-Time

About Us: Premiere Property Services is a leading property service and renovation company dedicated to delivering high-quality products and services to our customers. With a strong commitment to excellence and innovation, we are seeking a highly organized, detail-oriented, and proactive individual to join our team as a Scheduler & Billing Specialist. This dual-role position is critical to ensuring both the efficient coordination of field operations and the accuracy of billing processes.

Key Responsibilities:

Scheduling & Coordination:

• 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.

Billing & Invoicing:

• 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.

Qualifications:

• Proven 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.