Professional

Work Mode: Onsite

Responsibilities:

• Lead continuous improvement initiatives in field work order management and tracking processes.
• Assist technicians in reviewing and closing out work orders for billing.
• Manage processes, eliminate bottlenecks, and support day-to-day field operations related to work order management.
• Support field staff with work order management by following up and assisting with part requests.
• Review and collaborate with technicians on work order closures.
• Validate entries and collaborate with the billing team upon completion.
• Verify customer information and data accuracy prior to closure in SMS/SAP.
• Ensure proper documentation is received and billing processes are followed.
• Inform field staff of work order information and verify delivery schedules, communicating schedules to customers.
• Ensure 100% completion of work in the field with field staff and finalize work orders.
• Ensure work orders are flagged for export to the billing team and monitor billing reports.
• Correct errors and answer billing questions if issues arise.
• Send invoices to customers as needed and follow up to ensure paperwork/invoice receipt and job satisfaction.
• Ensure cash collection and follow up on disputes as needed.
• Support FSS leaders to minimize their involvement in the back-office process, redirecting time saved to customer engagement and driving more opportunities.

Requirements:

• High School Diploma
• Minimum 2 years of experience with estimating/sales support

Preferred Skills:

• Previous industry experience
• Previous technical/installation experience
• Previous customer service experience
• Good written and oral communication skills
• Ability to multitask in a fast-paced environment
• Strong organizational skills
• Ability to follow instructions and identify mistakes