- Manage the pre-outage financial planning, outage execution, and post-outage financial completion in collaboration with account managers and valve service team leaders.
- Work directly with key internal and external customers during pre-outage planning, outage execution, and post outage review to support execution of all service work.
- Manage the quote process by working directly with customers, outside sales, inside sales, and valve service teams.
- Work directly with customers, outside sales, inside sales, and valve service teams to create, manage, and close customer invoices.
- Manage/Coordinate service sales (i.e. opportunities, quotes, purchase orders, change orders, invoices, order processing concerns, etc.) in collaboration with customers, account managers, application engineers, and valve service team leaders.
- Create Work Orders, Shop Orders, Purchase Orders, Sales Orders, change orders, & invoicing for day to day repairs in addition to outages. Provide ongoing communication with each customer via phone and/or email to resolve customer questions and issues. Work closely with engineers & sales team members to find solutions to customer problems.
- Communicate manpower, scheduling availability, & ongoing order status to customers as needed.
- Responsible for creation and resolution of vendor purchase orders related to the assigned service accounts.
- Recover unpaid, past due customer invoices in collaboration with the Accounts Receivable department.
- Electronic filing of all assigned customers' service associated documentation on the public servers and internal business systems as required.
- Responsible for using internal business systems (SFDC CPQ, IFS, AXIOM SPOL, RMAs).
- Responsible for accessing assigned customer portals to upload bids, download and accept purchase orders, etc.
- This is a job performed in an office environment. Most tasks will be completed using a computer and various methods of communications (Phone, email, texts, etc.).
- Adequate hearing and speech/communication capabilities.
- Proficient knowledge of word processor and spreadsheet programs (i.e. Excel, Outlook, and Word).
- Working knowledge of data and cloud-based programs (i.e. Salesforce, IFS, SharePoint) preferable.
- Effective interpersonal and communication (oral & written) skills required.
- Must be detail-oriented with a strong focus on time management
- Ability to work in a fast-paced environment that is constantly changing.
- Must be very customer focused.
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Service Coordinator - Jacksonville, United States - Control Southern
Description
Principal Duties and Responsibilities:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Travel:
Occasional travel as needed.
Physical Demands:
Associate's degree (A.A. /A.S.) or equivalent from two-year college; or two years industry related experience and/or training; or equivalent combination of education and experience preferred.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)