Billing Specialist - Commercial HVAC/R
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Overview
Job Description
Position SummaryThe Billing Specialist is responsible for the accurate and timely processing of invoices while supporting the company’s financial performance and operational efficiency. This role requires a high level of attention to detail, accountability, and the ability to work independently to meet daily production goals, maintain gross margin targets, and ensure compliance with client-specific invoicing requirements. The Billing Specialist plays a critical role in revenue cycle performance by delivering quality, timely, and compliant billing outcomes.
Experience Requirement
- Minimum of 5 years of experience in billing, invoicing, or revenue cycle operations, preferably in a high-volume or service-based environment.
- HVAC and/or refrigeration industry experience is a plus, with familiarity in service work orders, labor tracking, and materials billing strongly preferred.
Key Responsibilities
- Invoicing Performance & Accuracy
- Process a high volume of invoices daily, maintaining both speed and accuracy.
- Review all invoices prior to posting to ensure completeness and correctness.
- Validate labor hours, materials, and pricing to ensure accuracy and margin compliance.
- Submit invoices to clients within 1 business day, including all required documentation.
- Consistently achieve a minimum KPI target of 30 invoices processed per day while maintaining accuracy and efficiency.
- Gross Margin (GM) Management
- Ensure all invoices meet company gross margin expectations
- Review billing components to support profitability and prevent margin leakage.
- Identify discrepancies and take corrective action to protect financial performance.
- Client-Specific Billing & Portal Management
- Understand and follow individual client billing requirements, formats, and submission processes.
- Submit invoices through appropriate client portals accurately and within required timelines.
- Troubleshoot and resolve client-specific billing issues promptly and professionally.
Core Competencies
- Strong attention to detail and accuracy
- Advanced organizational and time management skills
- Solid understanding of billing processes and gross margin principles
- Ability to manage high-volume workloads efficiently
- Analytical and problem-solving mindset
- Adaptability to client-specific requirements and changing processes
- Strong communication and collaboration skills
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
