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Title : PS Business Operations Coordinator
Description :
Manages closeouts of Service Orders for Startup, Billable, Break / Fix, Warranty, and Preventative Maintenance activities for STULZ Product Support. Timesheet and payroll management, processing of Purchase Orders, invoices and credit cards for services.
Summary :
Manages closeouts of Service Orders for Startup, Billable, Break / Fix, Warranty, and Preventative Maintenance activities for STULZ Product Support. Timesheet and payroll management, processing of Purchase Orders, invoices and credit cards for services.
Essential Duties and Responsibilities :
Service Order Closeout
- Responsible for verifying that all required documentation and information is complete once the Service Coordinator marks it as complete, and ensures the information is accurate in SAP for QA closeout.
- Pre start-up request checklist
- Start-up or preventative maintenance checklist(s)
- Service tickets / field reports
- Invoice (if applicable)
- Reconciliation of Field Technician's expense reports and ensuring the expense report items are being charged to the correct service order(s)
- Enter and verify the Field Technician's time and ensure that the time is going against the correct service order
- Process STULZ Purchase Orders and PSN (Product Support Network contractors) invoices to be sent to accounting
- Invoice service orders, quotes, and sales orders for services provided by STULZ.
- Process credit card approvals / payments for billing of service orders
- Provide payment status on statements and past-due inquiries received from the PSN.
- Submit commission report to accounting for aftersales services
- Sort and distribute incoming mail for invoices, service tickets, etc.
- Interface with the PSNs on billing errors and / or disputes
- Handle and resolve customer complaints / inquiries via email or phone in a timely and accurate manner
- Maintain an understanding of the company's product lines
- Proactively interface with techs regarding expense reports and payroll
- Provides support to the Service Coordinators
Data Entry
Reviews Service Tickets, invoices, and checklists for accuracy and discrepancies.Assist in tracking incomplete and missing documentation from Service Contractors (PSN) and Technician and ensures all required documentation is received prior to approving invoices and completing the service orderInitiates and maintains customer warranties and provides warranty certification to the end-user upon requestProcess
Works with the Business Process Administrator to identify process efficiencies and compliance.Document work process for area of responsibility.Other duties as requiredQualifications :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The PS Business Operations Coordinator must be committed to service excellence and demonstrate a Customer-first attitude at all times, possess excellent verbal and written communication skills; must be punctual; self-motivated; have the ability to work without direct supervision, and must display professionalism, patience / empathy in time-sensitive situations
Ability to learn and become highly effective in SAP (ERP system)Strong work ethic, trainable, coachable, flexible, and a visionaryCalmness under pressureAttention to detail is a mustGood decision-making and communication skillsInterest in helping and working with customersSound practical judgment of prioritiesAbility to work independently and as a team memberEducation / Experience :
High School Diploma3-5 years in Customer Service or equivalent customer serviceProficient in Microsoft Office softwareSAP experience preferred, but not requiredJ-18808-Ljbffr