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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.
3-5 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 service-related 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 multi-task, prioritize and manage time effectively.
Excellent written and spoken English language skills, with the ability to communicate professionally.
Strong analytical and problem-solving 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.
Self-motivated, high-energy, 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 entry-level salary.
Flexible remote work schedule.
Opportunities for career growth and advancement.
Ongoing training and development programs.
Supportive and collaborative team environment.
Access to cutting-edge data entry tools and technology.
Health, dental, and vision insurance options.
Generous paid time off and holidays.
Employee recognition and appreciation programs.
Work-life balance and remote work options.
Employee assistance program for personal and professional support.