Accounts Receivable & Customer Accounts & Membership Specialist
Required skills
- organized
- customer-focused
- Microsoft Excel proficiency
- formulas
- sorting
- filtering
- Microsoft 365
- Outlook
- Word
- Teams
Nice to have
- accounts receivable
- billing
- customer account management
- ServiceTitan
- plumbing
- HVAC
Role summary
Leaky's, a fast-growing plumbing and HVAC company, seeks a highly organized and customer-focused Accounts Receivable & Customer Accounts & Membership Specialist in San Antonio, TX. This role involves preparing and sending invoices using ServiceTitan, tracking payments, managing maintenance agreements, and providing excellent customer service via phone, email, and text. The specialist will maintain accurate records, assist with reporting, and help improve processes. Key requirements include strong Microsoft Excel and Microsoft 365 proficiency, exceptional organization, customer service, and follow-up skills. Experience in accounts receivable, billing, or customer account management is preferred.
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
This position is located in San Antonio, TX, but will support all of our locations, including Lubbock, San Antonio, and soon Midlan/Odessa.
Leaky's is a fast-growing plumbing and HVAC company, and we're looking for a highly organized, customer-focused person to help support our growth.
We're looking for someone who loves staying organized, enjoys working with customers, and takes pride in getting things done.
What You'll Be Doing
Accounts Receivable & Invoicing
- Prepare and send customer invoices using ServiceTitan.
- Track outstanding invoices and follow up on payments.
- Communicate with customers about billing questions and payment arrangements.
- Keep customer accounts accurate and up to date.
- Help prepare estimates and verify job information.
- Manage residential and commercial maintenance agreements across all locations.
- Track renewals, cancellations, and upcoming maintenance services.
- Contact customers to schedule maintenance visits and renew agreements.
- Make sure customers receive all services included in their agreements.
- Help grow our maintenance agreement program through consistent customer follow-up.
- Communicate with customers by phone, email, and text.
- Follow up on outstanding estimates, invoices, and customer requests.
- Help resolve customer concerns professionally and quickly.
- Work with office teams across all locations to keep things moving.
- Maintain accurate spreadsheets, reports, and customer records.
- Track outstanding tasks and make sure nothing falls through the cracks.
- Assist with reporting and other administrative projects.
- Help improve processes as our company continues to grow.
Organization, customer service, and follow-through are the most important qualities for this position.
- Strong Microsoft Excel proficiency is required, including formulas, sorting, filtering, and managing large spreadsheets.
- Proficient with Microsoft 365, including Outlook, Word, and Teams.
- Extremely organized and detail-oriented.
- Excellent customer service and communication skills.
- Outstanding follow-up skills and a strong sense of ownership.
- Comfortable making phone calls and communicating with customers.
- Able to manage multiple responsibilities and deadlines.
- Dependable, self-motivated, and able to work without constant supervision.
- Strong problem-solving skills and a willingness to improve processes.
- Experience with accounts receivable, billing, or customer account management preferred.
- ServiceTitan experience is a plus.
Why Join Leaky's?
- Competitive pay based on experience.
- Paid time off and benefits.
- Stable, growing company with opportunities for advancement.
- Friendly, team-oriented work environment.
- Opportunity to play an important role as we expand into new markets.
We're looking for someone who is naturally organized, great with customers, and takes ownership of their responsibilities.
Someone who doesn't need to be reminded to follow up, enjoys keeping things organized, and takes pride in getting things done right.
We're growing quickly, and we need someone who can keep up, solve problems, and help us build better systems along the way.
If you're the type of person who stays on top of everything, follows through on every task, and enjoys helping customers, we'd love to hear from you!
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