Billing Coordinator
Pacific Coast Trane•Sunnyvale, CA
•$71,000 - $87,000•Onsite
About The Position
The Start-up and Billing Coordinator functions as the primary person responsible for creating start-up calls, monitoring warranty claims and filing claims in the Trane systems. Serves as the primary interface between new equipment sales, contractors/customers and the service department. Compiles data and prepares invoices and bills by performing the following duties.
Requirements
- Bachelors degree (BA) from four-year college; or five years related experience and/or training; or equivalent combination of education and experience.
- Must have good communication and interpersonal skills.
- Excellent organizational skills, time management, and attention to detail.
Responsibilities
- Responsible for creating start-up service calls including creation of locations, loading of equipment, updating warranty dates within our Enterprise Resource Planning System (ERP)
- Responsible for working with the service coordinator to create and track warranty service calls
- Responsible for closing all start-up and warranty service calls
- Responsible for filing claims in Trane systems
- Responsible for tracking all purchase orders, labor hours and other costs associated with start-up and warranty service calls
- When issues arise, this role will be responsible for researching all purchase orders, material returns, material credits, labor hours and other costs.
- This role will interact with resource coordinators, purchasing, field service engineers, service sales engineers or assistants and new equipment sales engineers or assistants and review questions and/or problems as required.
- Verify billing information, PO number and call description. Update/enter/correct resolution as needed. Check hours and rate type.
- Ensure all information is correct before invoicing and filing claims
- Informs appropriate individuals of status and disposition of customer claims. For concession claims, work with the factory and Concession Functional Leader for approval.
- Review and submit recommended hours for equipment start-up. Send proposal to requestor.
- Monitor Trane Hub and Falcon system for updates on any warranty or start-up procedures.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
