Operations Coordinator

Company: Sunbelt Controls

Title: Service Opps Specialist

Location: 888 E Walnut St, Pasadena, CA 91101

PR: 28-32

Hours: 7-4 onsite 5 days a week

Required Skills & Experience

• 1-2 years of computerized billing and data entry

• Comfortable with Microsoft Windows environment including Excel and Word.

• A driven self-starter with a strong work ethic that can take the lead

• Ability to execute their work to ensure high customer satisfaction and the highest quality deliverable.

Nice to Have Skills & Experience

• Construction industry experience is highly desirable.

• Knowledge and familiarity of the Salesforce Field Service and JDE Service database program is a plus.

Job Description

JOB DESCRIPTION

This individual is essential for the seamless and efficient management of service agreements, billing procedures, and project compliance. This role demands a highly organized and meticulous individual with excellent communication and problem-solving abilities. The Service Operations Specialist will collaborate with multiple departments to ensure accurate record-keeping, prompt billing, and overall operational excellence.

• Maintain accurate records of service agreements, including new, renewed, expiring, and canceled agreements.

• Review and process service agreement contracts, ensuring accuracy and completeness.

• Communicate effectively with clients and internal teams to execute agreements and address inquiries.

• Track and monitor the status of service agreements to ensure timely renewals and service delivery.

• Prepare and process invoices for service calls and projects, ensuring accurate costing, proper markups, and adherence to contractual requirements.

• Review billing batches for completeness and accuracy, verifying descriptions, costs, and supporting documentation.

• Monitor outstanding work orders and track open service orders to ensure timely billing upon completion of work.

• Collaborate with sales personnel to resolve billing discrepancies and provide support as needed.

• Establish new projects, jobs, and contracts in the company's ERP system.

• Maintain accurate project and customer data, including addresses, contact information, and billing details.

• Coordinate with the Contracts Department to ensure project information is up-to-date and aligned with contractual obligations.

• Identify and resolve issues related to project setup and data entry.

• Proactively communicate updates and changes in project information to relevant stakeholders.