Service Champions Heating Cooling Water Electrical NorCal→
Accounts Receivable Clerk
Entry LevelOn-siteFull-time
Location
US-CA-Pleasanton
Salary
Not listed
Experience
Not specified
Posted
2 months ago
Skills
servicetitandata entryaccounting principlesms excelcustomer serviceenglish proficiencytime-management
Job Description
Summary: Service Champions is a nationally recognized home service company providing HVAC, insulation, electrical and plumbing services. They are seeking an Accounts Receivable Clerk to support management of the membership program, ensuring accurate data integrity and timely billing for their valued clients.
Responsibilities:
- Maintain and update membership records, ensuring accuracy, completeness, and data integrity
- Review new agreements daily to verify accurate entry by field staff and other team members
- Process membership transactions including renewals, terminations, adjustments, and account updates
- Facilitate recurring billing cycles within ServiceTitan (e.g., every 5 days) and ensure successful processing
- Manually process renewals for agreements exceeding standard auto-renewal terms
- Process credit card transactions, refunds, and chargebacks accurately and in a timely manner
- Research and resolve past due balances identified on aging reports
- Review and audit membership data to identify and correct discrepancies or inconsistencies
- Prepare and process monthly MVP commissions and submit to Payroll by the 15th of each month
- Support call center operations by processing requests, resolving data issues, and ensuring alignment with program policies
- Assist with mailing of member statements as required
- Identify opportunities to improve workflows, data accuracy, and overall program efficiency
- Provide backup support for Accounts Receivable clerical functions as needed
- Perform other administrative and clerical duties as assigned
- Utilize MS Excel to track and reconcile membership and billing data
- Basic understanding of accounting principles, including billing, receivables, and reconciliations
- Clerical duties as assigned
Required Qualifications:
- Excellent customer service skills
- Accurate data entry
- Continuous knowledge improvement of ERP software (ServiceTitan / Intacct)
- Keen ability to work accurately, efficiently, and manage multiple tasks
- Excel within a team environment and willing to support all areas of the business
- Be able to work both independently and in a team setting
- Reliable and punctual attendance
- Strong time-management skills – able to manage many tasks with short deadlines
- Excellent communication & rapport-building skills – working with clients, field team, general managers, Install team, and finance team
- Intermediate computer skills
- Ability to fluently speak, read, and write in the English language
- Basic understanding of accounting principles, including billing, receivables, and reconciliations
Required Skills: ServiceTitan, Data entry, Accounting principles
Important Skills: MS Excel, Customer service
Nice-to-Have Skills: English proficiency, Time-management
Benefits: Paid Vacation, Paid Birthdays off, Health, Vision, and Dental plans for you and your family, 401k Retirement Plan with company match up to 30%, Life insurance and accident insurance, Special Program Options: FSA & EAP, Referral Bonuses and Employee Discounts Program, Continuous Training for your Professional Development & Life Skills Courses, Fun Company Sponsored Events, Working in a dynamic, collaborative, and fun environment, Coached and supported career growth
Benefits
Paid Vacation
Paid Birthdays off
Health, Vision, and Dental plans for you and your family
401k Retirement Plan with company match up to 30%
Life insurance and accident insurance
Special Program Options: FSA & EAP
Referral Bonuses and Employee Discounts Program
Continuous Training for your Professional Development & Life Skills Courses
Fun Company Sponsored Events
Working in a dynamic, collaborative, and fun environment
Coached and supported career growth