Description:
The C&I Billing Coordinator is responsible for managing the setup and billing process for new commercial and industrial (C&I) customers. This role ensures smooth coordination of commercial installations, accurate ordering of equipment, and timely processing of project-related billing, including progress
payments and cash collection. The ideal candidate has strong organizational skills, attention to detail, and experience handling commercial billing processes.
Specific Job Function:
Customer Setup & Coordination:
• Set up new commercial customers in the system, ensuring all required information is accurately captured.
• Work closely with sales, operations, and finance teams to facilitate a smooth onboarding process for commercial accounts.
Installation Coordination:
• Schedule and coordinate installations and Service for new commercial projects, ensuring alignment with internal teams and external vendors.
• Communicate installation timelines and requirements with customers and field service teams.
• Monitor installation progress and address any issues or delays as they arise.
Equipment Ordering & Logistics:
• Relay Job Package and equipment details to be ordered by branch for commercial projects based on project specifications and requirements.
• Track equipment shipments, confirm deliveries, and coordinate with service teams to ensure availability for installations.
Billing & Progress Payments:
• Set up Progressive Payments individual projects. Generate and process invoices for commercial projects, ensuring accuracy and compliance with contractual agreements.
• Manage progress billing for large-scale commercial installations, tracking payment milestones and issuing invoices accordingly.
• Coordinate with customers and internal teams to resolve billing discrepancies and ensure timely payments.
• Maintain accurate records of all billing transactions and customer accounts.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies in this position:
Resourcefulness Customer Focus Team Player
Passion Integrity Organizational/Planning
Communication Analytical Judgment/Decision Making
Qualifications:
Education & Experience:
o High school diploma required. Associate’s or Bachelor’s degree in Business, Finance, Accounting,
or a related field preferred.
o 2+ years of experience in commercial billing, customer account management, or a related role.
o Experience in project coordination or commercial installations is a plus.
Technical & Functional Skills:
o Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite.
o Strong organizational and problem-solving skills with the ability to manage multiple projects
simultaneously.
o Knowledge of progress billing and commercial project invoicing processes.
o Familiarity with commercial service agreements, equipment procurement, and job costing is
preferred.
Soft Skills:
o Excellent communication and interpersonal skills for coordinating with internal teams and
external customers.
o Strong attention to detail and accuracy in billing and data management.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High school diploma
- 2+ years of experience in commercial billing or customer account management
- Proficiency in billing systems and ERP software
What We Do
Culligan has over 80 years of experience in the design and distribution of water treatment systems for residential, commercial and industrial applications. We received the Good Housekeeping Seal and Consumer Digest “Best Buy” rating, plus the famous iconic “Hey Culligan Man” tagline. Culligan leads the industry in service, support and product innovation since introducing the first water softener in 1936 with over 800 dealers worldwide and offices in over 90 countries.
