ProPump & Controls Inc.-posted 1 day ago
Full-time • Entry Level
Shelbyville, KY

Job Summary: Provides support and assistance to PPC employees and Customers for all processes related to Quotes, Sales & Service Orders for the CC, GA, NC, SC and MI Regions. Creates and maintains customer records and provides additional clerical support for the Accounting Team. Specific Responsibilities: Work with potential customers to send and receive credit application packages, including but not limited to, the credit application, applicable tax exemption certificates, and other documentation as required. Review documents from potential customers for accuracy and forward to the Accounting Manager for review (the Accounting Supervisor if Manager is not available). Set customers up in Acumatica, attaching application documents to their master record. Ensure they are assigned the proper region, customer class and tax assignment. Set up locations as needed. Enter all contacts from the application (with titles, email addresses and phone numbers). Work with the Accounting Assistant to set up sales tax exemptions in Vertex if needed. Invoice Sales, Service & Web Orders ensuring accuracy of information & the process. Email invoices to appropriate persons or departments for the customer’s Accounts Payable department. Assist Technicians, Service & Regional Managers with all aspects of Sales & Service orders, ensuring excellent Customer Service. Create deposit invoices, proforma invoices and commercial invoices for overseas shipments for customers as needed. Take Credit Card payments from customers as needed. Obtain Certificates of Insurance for jobs as needed. Act as backup for answering phone calls and assisting with needs of persons on the phone. Assist with Customer Statements and AR Aging activities as needed. Request credit memos as needed. Reach out to customers for renewal of VTSCADAs, MCI, and PPS cell modem renewals. Other tasks as assigned. Essential Functions: Creates and maintains customer records, including working with customers to receive credit application packages, reviewing and forwarding application packages for approval by the Accounting Manager and/or Supervisor, setting up customers in Acumatica. Provides support and assistance to Managers and Technicians in setting up Quotes, Sales & Service Orders assuring that information is accurate from the beginning of the process. Works with the Regional Managers, Service Managers, Technicians and Supply Chain Group (SCG) to coordinate Purchase Orders for Sales & Services orders as needed. Invoices Sales, Service & Web Orders ensuring accuracy of information & the process. Works with customers to answer questions regarding all aspects of customer activities, including but not limited to, Sales & Service Orders, invoices, customer deposits, credit card payments, and insurance certificates. Provide support as needed for various projects for the Accounting Team.

  • Work with potential customers to send and receive credit application packages, including but not limited to, the credit application, applicable tax exemption certificates, and other documentation as required.
  • Review documents from potential customers for accuracy and forward to the Accounting Manager for review (the Accounting Supervisor if Manager is not available).
  • Set customers up in Acumatica, attaching application documents to their master record.
  • Ensure they are assigned the proper region, customer class and tax assignment.
  • Set up locations as needed.
  • Enter all contacts from the application (with titles, email addresses and phone numbers).
  • Work with the Accounting Assistant to set up sales tax exemptions in Vertex if needed.
  • Invoice Sales, Service & Web Orders ensuring accuracy of information & the process.
  • Email invoices to appropriate persons or departments for the customer’s Accounts Payable department.
  • Assist Technicians, Service & Regional Managers with all aspects of Sales & Service orders, ensuring excellent Customer Service.
  • Create deposit invoices, proforma invoices and commercial invoices for overseas shipments for customers as needed.
  • Take Credit Card payments from customers as needed.
  • Obtain Certificates of Insurance for jobs as needed.
  • Act as backup for answering phone calls and assisting with needs of persons on the phone.
  • Assist with Customer Statements and AR Aging activities as needed.
  • Request credit memos as needed.
  • Reach out to customers for renewal of VTSCADAs, MCI, and PPS cell modem renewals.
  • Other tasks as assigned.
  • Creates and maintains customer records, including working with customers to receive credit application packages, reviewing and forwarding application packages for approval by the Accounting Manager and/or Supervisor, setting up customers in Acumatica.
  • Provides support and assistance to Managers and Technicians in setting up Quotes, Sales & Service Orders assuring that information is accurate from the beginning of the process.
  • Works with the Regional Managers, Service Managers, Technicians and Supply Chain Group (SCG) to coordinate Purchase Orders for Sales & Services orders as needed.
  • Invoices Sales, Service & Web Orders ensuring accuracy of information & the process.
  • Works with customers to answer questions regarding all aspects of customer activities, including but not limited to, Sales & Service Orders, invoices, customer deposits, credit card payments, and insurance certificates.
  • Provide support as needed for various projects for the Accounting Team.
  • Associates degree or equivalent experience in the Credit industry is preferred
  • Minimum 3 years’ experience in Credit or Accounting
  • Excellent communication and interpersonal skills to work effectively with internal teams, external partners, and customers
  • Ability to work independently and as part of a team, demonstrating flexibility and adaptability in a fast-paced and dynamic environment
  • Strong analytical, problem-solving, and critical-thinking skills
  • Must have the persistence and dedication necessary to treat every amount owed to the company the same and accept the challenge of collecting every dollar
  • An ability to deal with and treat confidentially certain information is required
  • Must be very organized and have great written and verbal communication skills
  • Strong attention to detail
  • Proficient in Microsoft Outlook, Word, and Excel
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