POSITION OVERVIEW

This role is vital for managing incoming payments, ensuring accurate billing, and maintaining financial health. You’ll be the primary point of contact for outstanding receivables, helping keep operations fluid and cash flow steady.

QUALIFICATIONS

• Experience: 1–3 years in accounts receivable or general accounting, construction-related or plumbing industry experience preferred.
• Software Proficiency: Strong Excel skills; familiarity with accounting/ERP software (QuickBooks, ServiceTitan) beneficial.
• Education: High school diploma required; Associate’s or Bachelor’s degree in accounting/business preferred.
• Soft Skills: Exceptional attention to detail, organizational abilities, communication skills (for polite collection outreach), and ability to work independently and as part of a team.

SAMPLE JOB SUMMARY

“We’re looking for an Accounts Receivable Representative to manage invoicing, collections, payment processing, and account reconciliation for our busy plumbing company. This role requires strong Excel skills, excellent customer communication, and a proactive approach to maintaining clean receivable records and supporting month-end close.”
Job Type: Full-time
Pay: $23.73 - $28.57 per hour
Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance

Ability to Commute:

• Ventura, CA 93003 (Required)

Ability to Relocate:

• Ventura, CA 93003: Relocate before starting work (Required)

Work Location: In perso

• Generate & Send Invoices: Issue timely and accurate invoices for plumbing services, projects, and service calls (e.g., fixture installations, repairs).
• Payment Processing: Apply payments received via checks, ACH, credit cards, or other channels; record details accurately in accounting or ERP systems such as ServiceTitan.
• Collections & Follow-Up: Monitor aging accounts and contact customers—by phone, email, text, or mail—to collect overdue balances professionally.
• Dispute Resolution: Address billing inquiries or discrepancies, working closely with internal teams (e.g., dispatch, service technicians) to resolve issues.
• AR Reporting: Maintain aging reports, reconciliation logs, and send monthly statements; assist with month-end close activities and generate necessary AR metrics.
• Job Cost Support: Cross-check customer billing matches work performed and materials used; support job cost reconciliation and lien preparation when applicable.
• Project & ERP Coordination: Support setup of new jobs in ERP systems, including billing workflows and project commitments.
• Preparing Lien Waivers: ensuring lien wavers are signed and submitted to customers or general contractors to facilitate payment. (usually big projects)
• Coordinate with Project Managers: confirm work is complete before issuing a final unconditional waiver.