Cousino Restoration & Environmental

Accounts Receivable

• Qualify jobs on intake and enter all available information into HubSpot
• Send Introduction C3 emails for new leads entered in NetSuite
• Create and update Work Breakdown Structures (WBS) for projects
• Create Sales Orders matching WBS and verify activity codes and information
• Maintain dates, notes, photos, and documents in NetSuite
• Send Project Manager assignments with necessary information
• Conduct weekly client care check-in calls and verify work progress, completion, and satisfaction
• Follow up on after-hours customer calls and document notes in NetSuite
• File liens and complete Lien Waivers for commercial properties
• Set action items for self and Project Manager in client contacts
• Create contracts and submit them through Encircle and PandaDoc
• Ensure documentation is complete before final invoicing
• Create and submit invoices in NetSuite
• Maintain notes on open jobs, contact relevant participants, and escalate issues as needed
• Support Collections Management with A/R and Project Manager teams
• Process customer payments and notify the A/R Manager with transaction numbers
• Collect and document insurance deductibles
• Ensure 50% of estimated project value is collected before non-insurance work begins or owner approval is documented
• Create draw schedules as needed
• Ensure timely invoicing according to compliance tasks
• Escalate overdue reconstruction billing packets to management
• Attend weekly WIP meetings with the Operations Team
• Perform other duties as assigned

Explore Accounts Receivable, Client Care Coordinator at Cousino Restoration & Environmental. Review requirements and application details.

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Accounts Receivable, Client Care Coordinator