Billing and Data Associate

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Pacific Backflow Corporation

Posted 2 months ago

Full Time

Oceanside, California

In Person

Smart Summary

Responsibilities

The Billing and Data Associate is responsible for maintaining records in QuickBooks, generating invoices, and processing customer payments. They also handle general office duties such as filing, scanning, and answering phones to support the team.

Qualifications

The Billing and Data Associate will be responsible for maintaining records, generating invoices, and processing payments using software like QuickBooks and ServiceTitan. Key qualifications include strong data entry skills (45 WPM), proficiency with a 10-key calculator, and familiarity with data management software and basic accounting. Excellent customer service, attention to detail, and the ability to adapt to shifting priorities are also essential.

Job Description

BILLING AND DATA ASSOCIATE

Are you ready to grow with a team that's going places? Pacific Backflow has been serving our community for over 40 years and have a loyal, established client base.  Our warm, close-knit team, offers the stability of a seasoned company with the energy of one that's always leveling up. If you love connecting with customers, thrive on variety, and bring a sharp eye for detail to everything you do, **we want to hear from you!**

JOB SUMMARY

As our Billing and Data Associate, you'll be the backbone of our billing operations! You'll use tools like QuickBooks and ServiceTitan to enter data, maintain records, and generate invoices — all while pitching in on general office tasks and keeping our customers well taken care of.

WHAT YOU'LL DO

1. Maintain and update records in QuickBooks and our database, and generate invoices for completed work.
2. Handle general office duties including word processing, copying, scanning, filing, answering phones, and other communications.
3. Review all service reports for accuracy before invoicing.
4. Enter reports accurately into web apps and other software.
5. Process and document customer payments, including checks and credit cards.
6. Stay current on updates to our billing procedures.
7. Send invoices according to each customer's preferences.
8. Jump in wherever you're needed to support the team!

WHAT YOU BRING

1. Experience with computer data entry and the ability to type at least 45 WPM.
2. Ability to operate a 10-key calculator by touch.
3. Familiarity with data management software and basic accounting — or the drive to learn quickly!
4. A sharp eye for detail, even in a fast-paced environment, and the ability to follow directions accurately.
5. Strong customer service skills — professional, friendly, and courteous every time.
6. Flexibility and the ability to adapt when priorities shift.
7. Self-motivation and the ability to juggle multiple tasks at once.
8. Knowledge of plumbing or construction terminology is a plus!
9. Must pass an FBI / California DOJ fingerprint background check upon hire, with continued employment depending on a clear result.

EDUCATION & EXPERIENCE

1. High school diploma or equivalent required.
2. Intermediate to advanced skills in QuickBooks, web apps, Word, Excel, and email.
3. One year of accounts receivable experience preferred — though related experience as an office, admin, or retail associate may substitute.
4. English fluency required. Bilingual in Spanish is a huge plus!

WHY PACIFIC BACKFLOW?

Everything we do is guided by our Mission and Core Values:

Our Mission: "Caring for our Community by protecting the water supply with the most respected, responsive, and reliable Backflow Service."

Our Core Values:
We serve with Integrity, Expertise, and Quality
We are Responsive & Thorough Communicators
We Develop Lasting Relationships with our Customers
We Invest in our People
We Win as a Team

Come do your best work with people who truly care — and help us fulfill our mission, one invoice at a time!

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Pacific Backflow Corporation

Providing convenient backflow services at competitive prices since 1982, Pacific Backflow will test and repair all makes and models of backflow prevention assemblies. We also install new backflow preventers, replace damaged or stolen backflows, and offer sollutions to deter theft. We create lasting relationships with our customers by providing the highest level of service with value, integrity and quality workmanship. California Plumbing Contractor #1122068. Our service is the difference! Our staff is ready and able to assist with your backflow needs. Each person is uniquely qualified and trained to assist our clients. Our Certified Testers have almost 75 years of combined backflow experience. Our office staff are all customer service professionals who use our technology to effectively communicate with you and the Water Districts.
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