What are the responsibilities and job description for the Accounts Receivable and Customer Invoicing Specialist position at Crockett Facilities Services, Inc.?
Job Title: Accounts Receivable & Customer Invoicing Specialist
Industry: HVAC/Mechanical Contracting & Facilities Maintenance
Location: 4438 Lottsford Vist Rd, Lanham, MD 20706
Employment Type: Full-Time | Hybrid
About Us
We are a growing HVAC/Mechanical Contractor and Facilities Management company committed to delivering reliable service, quality workmanship, and exceptional customer care. As we continue to expand, we are looking for a highly organized and driven professional to support our customer invoicing and accounts receivable operations.
Position Summary
The Accounts Receivable & Customer Invoicing Specialist will be responsible for accurate and timely customer billing, managing collections efforts, and ensuring strong communication with customers regarding outstanding balances. This role is critical to maintaining healthy cash flow and excellent customer relationships.
Key Responsibilities
- Process customer invoices for service and project work with accuracy and attention to detail
- Review work orders, purchase orders, contract terms, and pricing for invoicing completion
- Monitor accounts receivable aging and proactively follow up on overdue balances
- Communicate professionally with customers to resolve billing issues and payment discrepancies
- Record and apply customer payments within accounting systems
- Support month-end closing activities related to AR
- Work closely with Service and Project Management teams to maintain proper documentation
- Maintain customer account data integrity within BuildOps and Sage Intacct
- Assist with process improvements to streamline billing and collection workflows
Required Qualifications
- Minimum 5 years of experience in Accounts Receivable and customer billing within the HVAC, mechanical contracting, or service trade industry
- Hands-on experience with BuildOps and Sage Intacct — strongly required
- Strong understanding of service workflows, job costing, and contract billing
- Excellent communication and customer service skills
- Highly detail-oriented and dependable with strong follow-through
- Ability to work in a fast-paced environment with competing priorities
- Proficient in Microsoft Office (Excel, Outlook, etc.)
Preferred Qualifications
- Experience with lien notices, waiver forms, and commercial collections
- Familiarity with mechanical and facilities maintenance service terminology
- Ability to analyze and troubleshoot billing discrepancies independently
What We Offer
- Competitive compensation
- Health & retirement benefits
- Supportive team environment
- Growth opportunities as our operations continue to expand
