Billing Specialist - Commercial HVAC/R

Job Description

Job Description

Position Summary  
The Billing Specialist is responsible for the accurate and timely processing of invoices while supporting the company's financial performance and operational efficiency. This role requires a high level of attention to detail, accountability, and the ability to work independently to meet daily production goals, maintain gross margin targets, and ensure compliance with client-specific invoicing requirements. The Billing Specialist plays a critical role in revenue cycle performance by delivering quality, timely, and compliant billing outcomes.  

 

Experience Requirement  

• Minimum of 5 years of experience in billing, invoicing, or revenue cycle operations, preferably in a high-volume or service-based environment.  

• HVAC and/or refrigeration industry experience is a plus, with familiarity in service work orders, labor tracking, and materials billing strongly preferred.  

 

Key Responsibilities  

1. Invoicing Performance & Accuracy

• Process a high volume of invoices daily, maintaining both speed and accuracy.  

• Review all invoices prior to posting to ensure completeness and correctness.  

• Validate labor hours, materials, and pricing to ensure accuracy and margin compliance.  

• Submit invoices to clients within 1 business day, including all required documentation.  

• Consistently achieve a minimum KPI target of 30 invoices processed per day while maintaining accuracy and efficiency.  

1. Gross Margin (GM) Management

• Ensure all invoices meet company gross margin expectations  

• Review billing components to support profitability and prevent margin leakage.  

• Identify discrepancies and take corrective action to protect financial performance.  

1. Client-Specific Billing & Portal Management

• Understand and follow individual client billing requirements, formats, and submission processes.  

• Submit invoices through appropriate client portals accurately and within required timelines.  

• Troubleshoot and resolve client-specific billing issues promptly and professionally.  

 

Core Competencies  

• Strong attention to detail and accuracy  

• Advanced organizational and time management skills  

• Solid understanding of billing processes and gross margin principles  

• Ability to manage high-volume workloads efficiently  

• Analytical and problem-solving mindset  

• Adaptability to client-specific requirements and changing processes  

• Strong communication and collaboration skills  

 

Helios HVAC/R Services LLC determines compensation based on the cost of labor across several US geographic markets. The base pay for this position ranges from $18-22 hour. Pay is based on a number of factors including market location, job-related knowledge, skills, and experience.

* Helios is an equal opportunity employer. The company provides equal opportunity to qualified persons without regard to race, color, creed, religion, sex, national origin, age, disability, medical condition, genetic characteristics, veteran status, citizenship, ancestry, marital status, gender, or any other characteristic protected by federal, state, or local law. This nondiscrimination policy extends to all terms, conditions, and privileges of employment.

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