Billing & Operations Specialist

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Job Summary
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.

Key Responsibilities
- Oversee QuickBooks reconciliations and month-end close
- Generate, issue, and track quotes and invoices using Skimmer (or similar tools)
- Maintain accurate data sync between service platforms and QuickBooks
- Manage accounts receivable, including chasing overdue and failed payments
- Ensure clean, accurate financial records and resolve any discrepancies
- Create, document, and improve SOPs for billing and operational processes
- Provide general administrative and operational support across the business
- Work closely with field and ops teams to ensure accurate job costing and billing

Requirements
- 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