Billing & Operations Specialist
Core
Ensure accurate quoting, billing, and recording of services and repairs for a pool maintenance and repair company.
Role type
Billing & Operations Specialist
Builds
Accurate financial records and operational workflows for a residential and commercial pool care business.
Domain
Residential and commercial pool maintenance and repair services.
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
QuickBooks (reconciliation and month-end close), Skimmer/Jobber/Housecall Pro, accounts receivable management, SOP creation, job costing, data synchronization.
Preferred skills
Experience in field service industries (pool, HVAC, plumbing), tech-savviness, process improvement.
Technologies
QuickBooks, Skimmer, Jobber, Housecall Pro.
Responsibilities
Oversee QuickBooks reconciliations and month-end close; Generate, issue, and track quotes and invoices; Maintain accurate data sync between service platforms and QuickBooks; Manage accounts receivable and chase overdue payments; Ensure clean, accurate financial records and resolve discrepancies; Create, document, and improve SOPs for billing and operational processes; Provide general administrative and operational support; Work with field and ops teams to ensure accurate job costing and billing.
Seniority
Individual Contributor, operational support role.
