Customer Operations Assoc II

What you will do

The Customer Operations Associate, under direct supervision, tracks and provides support for the HVAC installation contract business. Activelyparticipatesin accounts receivable, accounts payable and financial activities, such as contract scheduling, revenue recognition, billings, collections, and subcontract processing. Provides administrative,day to daysupport in the operational areas of the business.

How you will do it

• Works with project owners to update project cost schedules as required monthly.
• Assist installation team with project cost and revenue tracking to reach revenue goals.
• Runs query reports, researches, and reconciles unaligned costs, such as labor hours, material purchases, expenses, and other operations related transactions. Performs cost transfers as necessary.
• Answers anycustomer/subcontractors'inquiries and resolves or escalates customer issues as appropriate.
• Prepare and submit monthly billings to Customers. Completes any additional documentation required for billing, i.e., special pay applications, lien waiver, certified payroll, etc.
• Works with accounts receivables contacts to assist with resolution of A/R disputes. Researches and determines appropriate actions and escalation for timely resolution of disputes. Incudes necessary interaction with Customers to resolve receivable issues and confirm commitment to pay.
• Processes invoice credits and rebills, as necessary. Maintains billing and collection notes within appropriate systems.
• Supports the subcontract process including issuing subcontract documentation and Purchase Orders, ensuring all documentation has been provided and received per contract requirements.
• Manage accounts payable invoicing and reconciliation of accounts payable exceptions and subcontractor PO invoicing issues as necessary.
• Coordination and support to Sales Team to review and submit project bookings and all required booking documentation, facilitates the release of the project booking from MBC, addresses any booking holds, and returns signed contract documentation to Customers.
• Provide additional operations administration support, as required.

Required

• High School diploma or equivalent
• One to two years of related work experience, preferably within a service / sale, or technical work environment.
• Experience with AP/AR required
• Must have strong interpersonal skills to effectively communicate with both internal and external clients.
• Must have the ability to simultaneously handle a large and diverse number of projects, tasks and issues with tact, cooperation, and persistence.
• Ability to prioritize work activities based upon financial impact to desired business goals.
• Must have proficient computer skills within the following applications: Microsoft Word, Excel, Outlook, and Internet business application usage.
• Must demonstrate the ability to perform work independently and demonstrate solid organizational and attention to detail skills.

Preferred

• Associate degree preferred.
• Experience and/or basic project accounting or costing principals is desired.
• Experience and knowledge in the Construction Industry.