Accounts Receivable Associate

StoryBuilt is a leading urban residential and commercial community developer headquartered in Austin, Texas, and building in Austin, Dallas, Denver, San Antonio and Seattle. As an urban infill developer, we are exclusively focused on developing communities in thriving neighborhoods surrounding major downtowns. Our vertically integrated approach to development is at the heart of our success, with in-house expertise, including civil engineering, architecture, construction management, sales, customer service, and property management, driving our innovative approach to design and construction.

This position reports to the Accounts Receivable Manager.

Essential Duties:

• Track each job in Service Fusion, technician’s billable hours, materials, parking charges, rental equipment, in-house equipment charges, etc.

• For each job verify tech’s hours, job completion notes, materials, equipment, subs, etc. and before/after photos are uploaded to close out ticket

• Invoice customers according to time and material or signed quote • Email invoices to customers or upload through customer portal and respond to inquiries as necessary

• Follow-up with customers to make sure they received invoices • Correspond with service technicians regarding the following information:

o Clarification on work performed and related customer questions

o Verify thorough job completion notes on service ticket and edit for spelling, grammar, and removal of confidential information

o Ensure “truck stock” items are allocated at the correct price

o Communicate with technicians and Dispatch regarding questions about service tickets or scope of work performed.

o Calculating invoice amount due on residential tickets

• If necessary, negotiate customer discounts for service issues to resolve disputes or achieve customer satisfaction and obtain payment; in excess of 10% of invoice total discuss with AR Manager • Impose late fees for delinquent invoices

• Approve material invoices, equipment rentals and subcontractor invoices, enter in Service Fusion to appropriate job ticket with mark-up and give to Fixed A/P for payment.

• Monitor materials purchased for truck stock, personal tool purchases, etc. Personal tool purchases are sent to Payroll Dept. for deduction from paycheck.

• Create process for delinquent invoices (over 90 days) being turned over to attorney for sending lien warning.

• Maintain records by customer of collection efforts and keep Accounting Manager updated on delinquent accounts over 90 days

• Contact customers regarding outstanding invoices (30 ) or residential (due upon completion) but not collected; attempt to collect all residential invoices (via credit card) before technician leaves job site; please call rather than relying on emails

• Maintain various rate sheets and invoice accordingly for different customers based on executed service agreements

• Pickup checks from PO Box and enter into Service Fusion to respective ticket; give to AR Senior or Manager for immediate deposit

Other duties as requested by management Qualifications:

• Detail oriented

• Strong computation skills needed to calculate job charges and mark-up on materials

• Customer friendly; capable of being firm to customers when necessary for collections

• Proficient at spelling and grammar needed to edit job completion/invoicing notes

Academic Skills/Knowledge/Experience:

• Bachelor’s degree in business, finance, accounting, or related field preferred

• Minimum of 1-2 years of experience in accounts receivable and collections

• Experience using Service Fusion, Sales Force and/or Yardi Maintenance is a plus

• Excellent analytical skill and oral and written communication/interpersonal skills as this role requires frequent communication with customers

• Excellent interpersonal skills and ability to work as part of team; demonstrated abilities to facilitate cross departmental collaboration

• Technologically savvy with advanced Microsoft Office suite (Specifically Excel, PowerPoint and Word)