Billing Clerk

Department: Accounting |
Category: General & Administrative (Clerical & Admin) |
FLSA Status: Non-Exempt

Reports to: Director, Finance & Administration

Leading mechanical contractor in Northwest Ohio, is seeking a Service Billing Clerk (Level
2) to join our team in Lima, OH. In this role, you’ll be a key contributor to the smooth execution of our billing operations, ensuring accurate, timely, and professional invoicing of service work across the organization. This role is essential to the financial health and customer satisfaction of our business.

In this role, the Service Billing Clerk opportunity offers a unique chance to:

• Make a direct impact on the financial cycle and client relationships.
• Collaborate cross-functionally with technicians, service managers, and finance staff.
• Build expertise in billing practices for the HVAC and service industries.
• Develop professionally in a fast‑paced, supportive environment.
• Contribute to the continued growth of a respected Ohio‑based mechanical firm

Billing Review & Processing - 40%

• Review completed work orders for accuracy and completeness, verify labor, materials, and parts billed correctly, and apply correct rates and markups.
• Generate and send invoices for service work and agreements.

Cross‑Departmental Communication - 20%

• Collaborate with service technicians and managers to resolve discrepancies.
• Partner with internal departments (service, finance, customer service) to ensure alignment on job billing.

Client Account Management - 15%

• Send monthly statements, respond to client billing inquiries and disputes, and follow up on past‑due invoices via email or phone.

ERP & Recordkeeping - 15%

• Maintain accurate billing records and documentation in ERP software.
• Ensure records are organized, audit‑ready, and aligned with company standards.

Administrative Support & Other Duties - 10%

• Provide general support to the Director of Finance & Administration and assist with additional administrative or financial tasks as needed.

The ideal candidate is highly organized, detail‑oriented, and driven to ensure accuracy and efficiency in all billing‑related tasks. You thrive in a fast‑paced environment where cross‑functional communication is key, and you enjoy solving problems and clarifying discrepancies. You bring a strong understanding of billing processes—ideally within a service or HVAC environment—and are comfortable using ERP systems and Microsoft Office. You’re proactive, communicative, and value being part of a team that supports both internal departments and external clients with professionalism.

• Associate degree or equivalent combination of training and experience (2‑5 years in billing or office administration).
• Familiarity with HVAC or service industry terminology and work order processing.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Working knowledge of accounting procedures and ERP billing systems.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines independently.
• Notary Public certification preferred or willingness to obtain.

• Accuracy and timeliness of service billing
• Responsiveness to internal and external inquiries
• Effective collaboration with service and finance teams
• Annual performance review and adherence to departmental KPIs
• Willingness to grow skills and adopt process improvements

• Competitive compensation including base salary + annual performance bonus
• Comprehensive benefits
  : medical, dental, vision, and 401(k) with company match
• Paid time off plus paid company holidays
• Career advancement opportunities within a respected and growing organization
• Collaborative work environment that values innovation, integrity, and craftsmanship

Exigent brings together world‑class mechanical services companies, creating an integrated platform powered by cutting‑edge technology and union expertise. We focus on critical facilities in recession‑proof verticals like healthcare, education, and government, delivering exceptional HVAC, plumbing, and building automation services. Our platform provides operating companies with advanced sales tools, technical training, and operational support while maintaining their entrepreneurial spirit. Check out our website for more information.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• Associate

• Full‑time

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