Schedule:

• Monday to Friday, 8 AM to 5 PM

• Client timezone: Perth, Australia

 

Job Description

We are seeking a highly organized and detail-oriented remote Billing, Payments & Accounts Receivable Specialist to join our client's team. In this fully remote role, you will be responsible for processing customer deposit payments, applying payments to sales orders booked for installation, and maintaining accurate financial records across multiple systems.

This position plays a critical role in ensuring accurate payment processing, data integrity, and smooth coordination between sales, installation, and finance teams. The ideal candidate is comfortable working independently in a remote environment, has strong attention to detail, and is confident cross-checking financial data across systems.

 

Key Responsibilities

1. Deposit Invoice Creation & Payment Processing

• Generate and manage deposit invoices for sales orders within the inventory management system (Fishbowl).

• Cross-check customer and payment information between the CRM and payment platforms to ensure accuracy.

• Confirm receipt of deposit payments and accurately record payment amounts.

• Maintain an up-to-date CRM list of deals requiring invoice creation, ensuring all required data is complete.

• Ensure all invoices are processed accurately and within established financial deadlines.

• Perform administrative data entry for Notices of Intention (e.g., plumbing certificates).

2. Applying Payments to Customer Orders

• Cross-reference customer details (name, system type, order details) across CRM and inventory systems.

• Apply partial or full payments to sales orders processed through the inventory program.

• Update CRM records to reflect accurate payment status and transaction history.

• Adjust customer installation schedule dates as needed and assign the appropriate installation plumber remotely.

• Regularly review and reconcile scheduled installations across CRM and inventory systems to maintain data accuracy.

3. Collaboration & Communication

• Maintain clear, proactive communication with sales, installation, and finance teams.

• Provide timely updates to internal stakeholders regarding payment status and order progress.

• Participate in virtual meetings and collaborate via email, chat platforms, and project management tools.

4. Training & Documentation

• Assist in developing training resources such as scenario-based videos, process documentation, and cheat sheets.

• Participate in virtual training sessions to stay current on internal systems, policies, and best practices.

 

 

Required Skills & Qualifications

• Proficiency in CRM systems and inventory management software (Fishbowl preferred).

• Strong attention to detail and high accuracy when handling financial transactions.

• Excellent organizational and time-management skills, with the ability to work independently.

• Strong written and verbal communication skills for cross-functional collaboration.

• Ability to identify, troubleshoot, and resolve data discrepancies.

• Comfortable working in a remote, digital-first environment with minimal supervision.

 

Preferred Qualifications

• Previous experience in accounts receivable, billing, payment processing, or finance operations.

• Familiarity with invoicing, payment workflows, and financial systems.

• Prior experience working in a fully remote role.

 

Working Conditions

• Full-time, remote position with set working hours.

• Reliable internet connection and a quiet, distraction-free workspace required.

• Occasional overtime may be required to meet operational deadlines.

• Regular virtual check-ins and team meetings.

 

Independent Contractor Perks

• Health Insurance for eligible locations
• Permanent work from home
• Immediate hiring