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This role supports our commercial and residential customers while providing World Class customer service. They work directly with and support our Branch Managers, Technicians and other members of the Support Services team to ensure customer satisfaction is met in all areas. Setting up new contracts and jobs, providing client portal support, distributing invoices with supporting documentation and following up on any client questions and/or concerns as it relates to invoicing or account changes. They are the support for both our internal and external customers so it is imperative that they possess excellent customer service skills, are able to manage self, troubleshoot independently and maintain positive relationships.
Job Responsibility:
Data entry of new contracts, job sales, and product sales into our CRM software
Upload and file copies of contracts for new customers
Customer account maintenance. Contact updates, changes to billing, PO’s, etc.
Daily and consolidated month end invoicing
Process and apply credit memos as required
Ensure accuracy in our invoice process, ensuring all relevant data is correct
Upload invoices into customer 3rd party portals as required
Ensure month-end procedures are followed and deadlines met
Create reports in Excel to provide to customers with special requests as needed
Process credit cards as required
Create device maps as required
Compile and review sales sheets for service completion and accuracy
Assisting to resolve customer disputes with the accounts receivable team
Monitor weekly uncommitted/state of service reports with Branch Managers to ensure route and invoicing completion
Assist Sales Reps and the Operations team with looking up customer info in CRM.
Track business and technician licenses for expiry/renewal
Assemble logbooks (info binders) for customers as required
Additional responsibilities as assigned
Requirements:
2+ years of Admin experience in a fast-paced professional environment
Demonstrated proficiency with Microsoft Word, Excel and Power-Point
Have knowledge of Google Suite. Ex. Google Docs, Drives, Gmail, Calendars
Able to learn and use multiple computer systems
Knowledge of Vendor Portals is an asset
Excellent proof-reading abilities
Strong analytical skills and attention to detail
Able to multitask in a fast-paced environment
Prioritize work without direct supervision
Strong communication (verbal and written)
Able to exercise tact and diplomacy when dealing with others
Strong work ethic, punctual and maintain a professional demeanor
High School Diploma required
Preferred: College Diploma or University Degree in a business, administrative and/or accounting field or equivalent experience
Nice to have:
Knowledge of Vendor Portals is an asset
What we offer:
World class training of the latest industry best practices
Great benefits - Medical, Dental, and Vision, Employer-matched RSP