Accounts Receivable / Billing & Collections Customer Service Representative

About the role

• Create and send approximately 35–40 invoices per week.
• Review job and customer information to ensure invoices are complete and accurate.
• Ensure invoices are delivered to the appropriate client or customer contact.
• Follow established billing and coding procedures.
• Work within QuickBooks and other company systems to process billing activity.
• Review job files when additional information is required before invoicing.
• Gather missing information and resolve billing-related issues.

• Monitor outstanding invoices and track incoming payments.
• Conduct timely follow-up on unpaid invoices.
• Make outbound collection calls to customers and clients.
• Use phone communication proactively rather than relying exclusively on email.
• Escalate unresolved collection or billing issues when appropriate.
• Maintain accurate records of collection activity and follow-up.
• Identify potential issues that could delay payment and work toward resolution.

• Provide professional and responsive customer service throughout the billing and

• Communicate with customers who may be frustrated or upset while maintaining a

• Investigate discrepancies and billing concerns.
• Review relevant files and documentation to determine appropriate next steps.
• Resolve routine issues independently and escalate more complex matters when

• Work efficiently across multiple software programs and platforms.
• Participate in the company's daily 8:00 a.m. team huddle.
• Communicate regularly with the internal team regarding billing, collections, and

• Maintain organized and accurate documentation.
• Adapt to changing priorities and business needs.
• Participate in internal meetings and team communication as required.

• Demonstrated experience using QuickBooks; strong QuickBooks knowledge is

• Experience with billing, invoicing, accounts receivable, collections, customer service,

• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Professional and customer-focused communication style.
• Ability to remain calm and composed when interacting with frustrated or upset

• Strong problem-solving and critical-thinking skills.
• Ability to multitask effectively across two or three software programs.
• Ability to learn and navigate multiple technology platforms.
• Comfortable making outbound phone calls for billing and collection follow-up.
• Strong organization and follow-through.
• Ability to work independently while remaining closely connected to a remote team.

• Experience in a restoration, construction, home services, HVAC, landscaping, or

• Experience with accounts receivable and collections.
• Experience working with multiple CRM or business-management platforms.
• Prior remote work experience.

• QuickBooks
• AR Workflow
• WorkCenter
• Dash
• Google Drive
• WhatsApp

• Follow through consistently on outstanding items.
• Be comfortable picking up the phone and speaking directly with customers.
• Maintain professionalism during difficult conversations.
• Catch details and billing discrepancies others may overlook.
• Transition comfortably between multiple software systems.
• Ask questions when information is missing.
• Solve problems rather than simply identifying them.
• Communicate proactively with the internal team.
• Work well in a close-knit, collaborative environment.
• Demonstrate reliability and accountability in a remote setting.

• Remote position.
• Candidate must be available to participate in the company's 8:00 a.m. daily team

• Preference for candidates who can work within a CST-aligned schedule.
• Standard schedule is expected to remain within 40 hours per week.
• Overtime requires prior approval.

• Accurate and timely invoice creation.
• Consistent processing of approximately 35–40 invoices weekly.
• Timely customer follow-up.
• Effective collection activity.
• Accurate documentation.
• Resolution of billing issues.
• Professional customer interactions.
• Ability to manage multiple systems without losing accuracy.
• Reliable participation in team communication and the daily morning huddle.