HVAC Truck Team Customer Service Representative

Job Description

What You Do
Track and provide direct support for the planned service agreement renewal process. Actively participates in accounts receivable activities such as collections and new customer authorizations. Provides back-up customer call handling, as needed. Provides administrative, day-to-day support in the operational areas.

How Will You Do It

• Responsible for the scheduling, tracking and monitoring of the touch point plans and the contract renewal life cycle process with the account owners.
• Escalate issues to appropriate individuals for timely follow-up as required.
• May require direct interaction with customers for follow-up to secure purchase orders or to meet special invoicing conditions.
• Updates the Service delivery plans as required by team.
• Runs query reports, researches and reconciles unaligned costs, such as labor hours, material purchases, expenses and other service-related transactions.
• May prepare and submit service billings in a special invoice format as defined by individual customer account special handling requirements.
• Reconciliation of accounts payable exceptions as necessary.
• Research resolves or escalates accounts receivable disputes as outlined in the escalation process.
• Works with Accounts Receivables contact to assist with resolution of truck-based team A/R issues.
• Determines appropriate actions for timely resolution.
• If needed, we will interact with Customer to resolve receivable issues.
• Processes invoice credits and re-bills, as necessary.
• Proactively contacting customers ensures customer satisfaction and a commitment to pay.
• Updates and retains customer account information related to special billing conditions, tax status, invoice approval contacts, billing addresses and special billing rates up to date.
• Support inventory control process including updating equipment asset transactions.
• Assist CSAs in resolution of warranty/SD warranty issues.
• Provide additional service administration support, as required.

Required
What we look for

• Must have strong interpersonal skills to effectively communicate with both internal and external clients.
• High school diploma or equivalent required, plus three to five years of related work experience, preferably within a service / sale, or technical work environment.
• 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: Advanced Microsoft Word, Excel, ACCESS, Desktop Publishing and Internet business application usage.
• Must demonstrate the ability to perform work independently and demonstrate solid organizational and attention to detail skills.
• Experience in contract financials required.

Preferred

• Associate's degree preferred,
• HVAC experience preferred.
• Accounts receivable experience preferred.
• Experience and/or basic project accounting or costing principals is desired.

HIRING SALARY RANGE:
$61,000 –92,000 CAD Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data. This position includes a competitive benefits package.

For details, please visit the About Us tab on the Johnson Controls Careers site.