Customer Accounts Coordinator

Position Overview: The Customer Account Coordinator is responsible for managing customer accounts, collections, cancellations, payment processing, and recurring billing activities. This position serves as a primary point of contact for customers regarding billing inquiries, account status, and payment arrangements while supporting various accounting functions as needed. **Key duties & Responsibilities:** *Please note the essential functions may vary depending on department size, organizational structure and/or geographic location.* **Customer Account Administration** - Serve as a point of contact for customer account inquiries. - Process customer account changes, updates, and cancellations. - Issue customer documentation, including W-9s, Certificates of Installation, Conditional Releases, and Unconditional Releases. **Recurring Billing & Accounting Support** - Assist with monthly recurring billing processes and customer rate increases. - Generate finance charges and late fees according to company policies. - Provide Accounts Payable and general accounting support as needed. - Assist with month-end reporting, reconciliations, and special projects. **Accounts Receivable Support** - Assist customers with billing questions and payment inquiries. - Follow up on outstanding invoices and payment issues as needed. - Research and resolve account discrepancies and billing concerns. - Process customer payments, including credit card, ACH, and EFT transactions. - Support collection efforts and account reconciliations when required. **Billing & Job Cost Functions** - Schedule installation appointments and coordinate customer communications as needed. - Provide backup support for billing and job cost functions, including installation billing, service ticket billing, billing adjustments, disconnect bill-outs, guard charges and inter-department billings. Process parts transfers between warehouse and work-in-progress (WIP) and job cost labor hours. - Assist with billing-related reporting, reconciliations, and special projects as needed. **Permits, Reporting & Compliance** - Maintain San Francisco and Oakland permit records. - Obtain and review commercial credit reports, including D&B and TransUnion reports. - Annual business license renewals - Process UL Certificate and Permit applications when needed **Qualifications** - Minimum 3 years of billing, customer account administration, accounting support, or related experience. - Experience with job cost billing, recurring billing, customer account maintenance, or project billing preferred. - Strong customer service, communication, and organizational skills. - Proficient in Microsoft Outlook, Word, and Excel. - Experience with accounting software; DICE and NetSuite experience is a plus. - Ability to manage multiple priorities, meet deadlines, and work independently. **Work Environment** - Professional office environment with low to moderate noise levels. - Primarily desk-based work involving computer, phone, and customer communication. **Pre-Employment Requirements** - Must be able to pass a pre-employment physical/drug screen, including the Bureau of Security background check to obtain an ACE License per Company guidelines. **Physical Demands**: *In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.* - Must be able to see, hear, speak, and write clearly in order to communicate with employees, customers, and/or vendors; manual dexterity required for occasional reaching and lifting of small objects, and operating office equipment.