Under the direction of the Manager of Business Processes with day-to-day oversight from the Billing and Dispatch Supervisor, this position will be responsible for the timely preparation of accurate costing and billing of service work for service technicians
ESSENTIAL DUTIES:
Bills daily service calls; process service calls and small project invoicing to ensure accurate costing, proper markups and scope of work and adherence to contractual requirements
Dispatch small project work orders to Field Technicians
Prepares billing; all jobs must be reviewed for completeness, including description of material used, accurate costs and sell prices, equipment serviced, and work performed. Full and accurate descriptions of work performed must be entered for each order prior to invoicing. Grammar and spelling must be verified and accurate.
Ensures that billing batches are reviewed by management prior to being posted and sent to the customer
Interface with service sales personnel to ensure that billing is processed accurately and timely
Support sales personnel with needed reports or pertinent information.
Monitoring of outstanding work orders: Using the provided reports, orders that can be billed need to be identified. Track old service orders to ensure timely billings upon completion of work
Credits and rebills: credits and rebills may need to be processed for various reasons including previous billing errors, scopes of work covered under warranty or another contract
Maintain customer information including purchase orders
Mail, email, and process on-line billings invoices
Update and maintain database master files
General office administrative duties as directed by Supervisor and/or Manager
Any other duties and responsibilities as assigned by the Service Business Processes Manager, or Billing and Dispatch Supervisor
EDUCATION AND EXPERIENCE:
1-2 years of computerized billing and data entry experience. Comfortable with Microsoft Windows environment including Excel and Word.
Excellent writing and verbal communication skills.
A driven self-starter with a strong work ethic that can take the lead on initiatives and follow-through on commitments.
Very organized with demonstrated ability to multitask.
Construction industry experience is highly desirable.
Knowledge and familiarity of the IFS database program is a plus.
ACCO COMPETENCIES:
Proactivity / Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one's level/position and with minimal supervision.
Perseverance: Shows the wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
Insight: The ability to gather and make sense of information that suggests new possibilities.
Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.
Teamwork: The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
Big Picture: Understands and contributes to organizations' short- and long-term business strategy. On a personal level has independently developed a vision for short- and long-term career success.
Motivation / Dedication: Commits to excellence in pursuing unselfish goals. Initiates action with collective goals takes responsibility and shows personal humility.
Technical Curiosity / Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feed, back; demonstrating an openness to learning and change.
Problem-Solver: Ability to identify, analyze, and solve a problem in support of personal, group, department, or organizational objectives.
PHYSICAL REQUIREMENTS:
(The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
Must regularly lift and /or move up to 30 pounds, frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds.
While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms.
Specific vision abilities required by this job include Close vision and Ability to adjust focus.
The employee is frequently required to sit and talk or hear.
The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
The noise level in the work environment is usually moderate.
You are a responsible person with the ability to multi-task. You understand that regular & routine attendance is required.
HOURS:
Monday through Friday beginning between 6:00 am and 7:00 am and ending between 4:00 pm and 5:00 pm, with one hour for lunch. Eight hours per day is required, and occasional overtime may be necessary due to business needs.
TRAVEL:
O - 5% of the time to and from the assigned office location to regional branch offices and/or to project/customer site(s).
