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Key Responsibilities:
- Review approved quotes returned by customers for accuracy exercising discretion and judgment in assessing their validity.
- Set up new customer contract in Service trade based on approved quotes.
- Assign service lines to contracts as required.
- Review repair quotes and ensure jobs are assigned to the appropriate job.
- Verify customers tax status and contract details ensuring accuracy and compliance with applicable tax regulations.
- Assign applicable customers assets as needed for job.
- Assign customers labor contract to jobs abiding by appropriate labor allocation agreements.
- Collaborate with the sales team to request required documentation as needed.
- Adhere to standard operating procedures (SOPs) to ensure all data is entered both with consistency and in compliance with approved standard practices.
- Other duties as assigned.
What We Are Looking For:
- High School Diploma/GED is required.
- An associate degree in business or supply chain is desirable.
- Bachelors degree or equivalent related experience a plus.
- 35 years of office experience/data entry/customer service.
- Candidate must have proficient knowledge of accounting processes.
- Experience with JD Edwards Enterprise One and Service Trade preferred.
- Experience in servicerelated industry is desired.
- Proficient with Microsoft office applications including excel word and Outlook.
- Must have the ability to define problems collect data establish facts and draw valid conclusions.
- Strong verbal and written communication and interpersonal skills
- Ability to multitask prioritize and manage time effectively.
- Excellent written and spoken English language skills with the ability to communicate professionally.
- Strong analytical and problemsolving skills with attention to detail.
- Strong organizational skills with the ability to prioritize and manage multiple competing priorities.
- Strong documentation and data entry skills.
- Ability and enthusiasm to learn quickly.
- Selfmotivated highenergy independent worker and strong team member.
- Ability to focus on problem resolution rather than just problem identification. Creativity and critical thinking are required.
Benefits:
- Competitive entrylevel salary.
- Flexible remote work schedule.
- Opportunities for career growth and advancement.
- Ongoing training and development programs.
- Supportive and collaborative team environment.
- Access to cuttingedge data entry tools and technology.
- Health dental and vision insurance options.
- Generous paid time off and holidays.
- Employee recognition and appreciation programs.
- Worklife balance and remote work options.
- Employee assistance program for personal and professional support.