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 

1. 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. 

1. 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.  

1. 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