ACCO Engineered Systems Looking for Account Coordinator, Chain Accounts at United States, California, Cypress Full Time

JOB SUMMARY:

Under the direction of the Manager of Business Processes, with day-to-day oversight from the Billing and Dispatch Supervisor, the Chain Accounts Department typically handles projects that require quick turnaround. This position is responsible for the timely preparation of service billing, providing updates to customers, and providing occasional back-up to after-hours service dispatch.

ESSENTIAL FUNCTIONS:

• Bill daily service calls; process service calls and small project invoicing to ensure accurate Must regularly monitor service calls and jobs to provide customers with updates. Assist in preparation of billings for all jobs that show complete and investigate jobs which remain open to determine if they are legitimately open or should be complete and ready to bill.
• Work Order Edit and Billing Entry: all work orders must be reviewed for completeness, correct number and descriptions of material, equipment serviced, and work performed. When an order is correct and complete, it is included in a billing batch. A final edit is then done, and the invoice batch is completed.
• All completed jobs to be billed within fifteen days.
• Provide support for Account Representatives- running reports, opening job numbers & uploading documents to the job.
• Upload invoices to Customer’s Portal
• Monitor open service and/or maintenance jobs and follow up with the field for completion prior to the due date.
• Support portal scoring and communications to include updating customers, providing administrative support for job completion, status changes, or similar.
• Download purchase orders and reports from Customer’s Portal
• Maintain relationship with external and internal customers including other administrative and sales personnel.
• Maintaining customer and job site information for assigned accounts.
• Any other duties and responsibilities as assigned by the Service Business Processes Manager, or Billing Supervisor

EDUCATION AND EXPERIENCE:

• HS Diploma or equivalent
• Customer service experience in a call center setting
• 1-2 years of computerized billing and data entry experience
• Comfortable with Microsoft Windows environment including Excel and Word
• Excellent writing and verbal communication skills
• A driven self-starter with a strong work ethic that can take the lead on initiatives and follow-through on commitments
• Very organized with demonstrated ability to multitask
• Construction industry experience is highly desirable
• Knowledge and familiarity of the IFS database program is a plus

ACCO COMPETENCIES:

• Proactivity / Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one’s level/position and with minimal supervision.
• Perseverance: Shows the wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
• Insight: The ability to gather and make sense of information that suggests new possibilities.
• Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.
• Teamwork: The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
• Big Picture: Understands and contributes to organizations’ short- and long-term business strategy. On a personal level has independently developed a vision for short- and long-term career success.
• Motivation / Dedication: Commits to excellence in pursuing unselfish goals. Initiates action with collective goals takes responsibility and shows personal humility.
• Technical Curiosity / Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feed, back; demonstrating an openness to learning and change.
• Problem-Solver: Ability to identify, analyze, and solve a problem in support of personal, group, department, or organizational objectives.

PHYSICAL REQUIREMENTS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must regularly lift and /or move up to 30 pounds, frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds.
• While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms.
• Specific vision abilities required by this job include Close vision and Ability to adjust focus.
• The employee is frequently required to sit and talk or hear.
• The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
• The noise level in the work environment is usually moderate.
• You are a responsible person with the ability to multi-task. You understand that regular & routine attendance is required.

HOURS:

Monday through Friday, beginning between 6:00 am and 7:00 am and ending between 4:00 pm and 5:00 pm, with one hour for lunch. Eight hours per day is required, and occasional overtime may be necessary, due to business needs.

TRAVEL:

O – 5% of the time to and from the assigned office location to regional branch offices and/or to project/customer site(s).

COMPETITIVE WAGES:

$25.00 to $29.81 per hour. Applicants please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee’s total compensation.

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