Workhero

Junior Office Manager (HVAC), Accounts Receivable Specialist

USA (Remote). Posted 3 months ago

The role

You will perform accounts receivable collections calls to follow up on unpaid invoices and resolve billing questions for HVAC clients. You will also handle scheduling calls and occasional outbound campaigns.

What you will do

  • Perform A/R collections calls on past-due invoices
  • Negotiate payment and take payments over the phone
  • Document call outcomes and payment commitments
  • Maintain a callback cadence on open balances
  • Flag disputed invoices and accounts for escalation
  • Confirm and reschedule appointments
  • Reach out for maintenance agreement renewals
  • Conduct ad hoc outbound campaigns like membership renewals and estimate follow-ups
  • Log call notes in tracking sheets or field service management platforms

Required qualifications

  • 2+ years in an outbound or high-volume call centre role for an HVAC shop, or 2+ years as a dispatcher/CSR at an HVAC shop
  • HVAC-shop experience is a must-have
  • Familiarity with HVAC terminology
  • Comfort with collections conversations
  • Above average people skills
  • Solid written communication
  • Reliability and self-management in a remote setting
  • Reliable high-speed internet
  • Quiet dedicated workspace

Nice to have

  • Hands-on experience with ServiceTitan, Housecall Pro, or Jobber
  • Prior A/R or collections experience specifically in the trades
  • Experience working with U.S. customers across multiple time zones

Benefits

  • Fully remote
  • Opportunities for growth and promotion

About the company

WorkHero provides expert office support to small HVAC business owners, combining industry expertise with cutting-edge AI tools. They handle administrative and operational tasks such as billing, payroll, permitting, and procurement.

Junior Office Manager (HVAC), Accounts Receivable Specialist at Workhero | JobZoey