Billing and Operations Specialist

We are looking for a Billing & Operations Specialist with strong experience in QuickBooks, invoicing workflows, and service-based businesses. This role is central to ensuring all services, repairs, and treatments are accurately quoted, billed, and recorded.

You will manage billing operations using QuickBooks and Skimmer, oversee accounts receivable, and help build scalable processes by creating and improving Standard Operating Procedures (SOPs). This is an ideal opportunity for someone who thrives in structured, detail-heavy environments and has experience in field service industries such as pool service, HVAC, plumbing, or similar sectors.

Key Responsibilities

• Manage QuickBooks reconciliations and month-end closing processes

• Create, send, and track quotes and invoices using Skimmer (or similar tools)

• Ensure accurate data synchronization between service platforms and QuickBooks

• Monitor accounts receivable, including follow-ups on overdue or declined payments

• Maintain clean and accurate financial records; investigate and resolve discrepancies

• Develop, document, and optimize SOPs for billing and operational workflows

• Support general administrative and operational tasks across the business

• Collaborate with field and operations teams to ensure accurate job costing and billing

• Proven experience with QuickBooks (reconciliation and month-end close required)

• Experience working in field service industries (pool service, HVAC, plumbing, etc.)

• Familiarity with service management platforms such as Skimmer, Jobber, or Housecall Pro

• Strong attention to detail and accuracy in financial data management

• Tech-savvy with the ability to quickly learn new tools and systems

• Experience creating and implementing SOPs and process improvements

• Strong organizational and communication skills

• Ability to work independently in a remote, fast-paced environment

💻 Fully Remote: Work from anywhere with international teams