Billing & Revenue Specialist

• This is an on-site role at our location in Clermont, Florida

• $17-20 per hour

Full-Cycle Billing & Portal Management

• Execute all billing for services and jobs within the Kalos system
• Ensure 100% compliance with individual client standards, navigating various third-party portals with precision
• Maintain and update Standard Operating Procedures (SOPs) for client billing manuals and portal credentials
• Confirm COD (Collect on Delivery) clients are paying while the technician is on site
• Mark clients who are not paying on time as a no-serve client, and communicate with the client and correct Kalos internal staff

Accounts Receivable & Collections

• Own the Aging Report: Proactively monitor outstanding balances and ensure “Net Term” clients adhere to their agreements
• Conduct daily follow-ups via email, phone, and text to secure timely payments
• Keep credit cards on file, update accordingly, and run the charges when applicable over the phone
• Have confident, professional, yet “tough” conversations with clients regarding overdue balances or payment disputes

Credit & Risk Management

• Oversee the intake of credit applications for new clients
• Perform due diligence to recommend and confirm Net 10 or Net 30 billing terms
• File formal notices of non-payment and property liens when necessary to protect company interests

Documentation & Compliance

• Manage all ancillary paperwork required for payment, including proposals, job photos, COIs, change orders, and notarized waivers
• Internal Accountability: Be relentless in following up with technicians, account managers, and directors to gather missing photos or paperwork required to close a file

• Communication: Exceptional verbal and written skills; must be comfortable with assertive internal and external communication
• Technical Proficiency: Highly skilled in Google Sheets and advanced email organization
• Detail-Oriented: Ability to catch minute errors in job documentation that could lead to billing rejections
• Efficiency: A “helper” mentality—willing to support the broader finance team while maintaining a high velocity of individual output
• Resilience: Able to remain professional and focused when dealing with difficult clients or internal bottlenecks