Job Description
This position will be working directly with our Accounting and Business Team. This position has a high level of customer interaction & confidentiality. This person will work closely with every team member in our office, as well as providing support to our Managers. Qualifications include: A Self – Starter, Strong Communication Skills, Customer Service Etiquette, Accuracy to Detail and Numbers, Extremely Organized and Proficiency in Microsoft Office (Outlook, Excel, Word). Construction and Mechanical Services background are a plus, but are not required.
Essential Functions:
- Assists personnel in several aspects of our business including our Service Dept, to Accounts Payable & Accounts Receivable Dept, and to be an Administrative Support to our Plbg and HVAC Mgrs.
- Responsible/Assist in all phone & email communications with customers, contractors, suppliers, etc….
- Responsible/Assist for keeping accurate spreadsheets in excel. Must be excel proficient and be strong in data entry.
- Prepare necessary reports/enter data into such reports as a “Work In Progress”, in order to appraise each Project in terms of profitability, performance against budget, and other related matters.
- Prepares service billing work orders and purchase orders and posting payments to correct accounts.
- Proactively work with Project Managers to do job set ups and review their billings.
- Partner with Project Managers and the rest of the team when needed, in order to recommend alternate accounting procedures that could improve efficacy and efficiency, including new technology solutions.
- Follows up with customers on outstanding issues and resolve payment discrepancies.
- Follow up with Customers on requests and procedures.
- Assist in Dispatching of Service Calls when Dispatcher is off or on lunch break.
- Take the lead on job cost analysis.
- Inventory/Parts Control.
- Warranty submissions.
- Assists with mass communications to Customers.
- Assists with software release process.
- Gather, maintains and audits information in the database.
- Utilizes all support tools as directed.
- Conveys customer feedback to Mgmt staff as appropriate.
- May be called upon to assist in other support areas.
- Assist in reviewing system and training documentation.
- Other duties as assigned.
Qualifications include:
A Self – Starter, Strong Communication Skills, Customer Service Etiquette, Accuracy to Detail and Numbers, Extremely Organized and Proficiency in Microsoft Office (Outlook, Excel, Word, Powerpoint).
Construction and Mechanical Services background are a plus, but are not required.