Billing Specialist - Commercial HVAC​/R

Position Summary
The 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