Customer Operations Associate

Johnson Controls • Madison, WI

1d • $15 - $23

About The Position

Unleash your potential with the Johnson Controls team! As a global leader in smart, healthy, and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places, and the planet. Join our winning team and pave the way for a bright future. With our extensive reach across various industries worldwide, our teams are uniquely positioned to support and empower you. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience focused on supporting their physical, financial, and emotional wellbeing. Join the Johnson Controls family and thrive in a culture that values your voice and ideas. Your next incredible opportunity is just a few clicks away! Here's what we have to offer: Competitive pay. Paid vacation, holidays, and sick time - 10 days of vacation for the first year (plus sick time). Comprehensive benefits package, including 401K, medical, dental, and vision care - available from day one. Extensive product and on-the-job/cross-training opportunities, supported by our outstanding internal resources. Encouraging and collaborative team environment. Dedication to safety through our Zero Harm policy. JCI Employee discount programs (The Loop by Perk Spot). What you will do Under direct supervision, tracks and provides direct support for the HVAC installation contract business. Actively participates in accounts receivable, accounts payable and financial activities, such as contract scheduling, revenue goals, billings, collections, and subcontract processing. Provides administrative, day-to-day support in the operational areas of the business. How you will do it Answers any customer/subcontractors’ inquiries and resolves or escalates customer issues, as appropriate. Updates project/labor schedules as required by project owner. Runs query reports, researches and reconciles unaligned costs, such as labor hours, material purchases, expenses and other operations related transactions. Performs necessary cost transfers. Prepare and submit monthly project billings to align with job progress. Complete any additional documentation required for billing, i.e. certified payroll. Reconciliation of accounts payable exceptions as necessary. Assist installation teams as needed to reach revenue goals, which may include contacting vendors. Researches, resolves or escalates accounts receivable disputes as outlined in the escalation process. Work with Accounts Receivables contact to assist with resolution of A/R issues. Determines appropriate actions for timely resolution. If needed, will interact with Customer to resolve receivable issues. Processing customer contract documentation including certificates of insurance, OCIP, certified payroll, lien waivers through different customer portals as required. Processes invoice credits and rebills, as necessary. Proactively contacts customers ensure customer satisfaction and a commitment to pay. Maintains notes within appropriate systems. 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 subcontract process including ensuring all documentation has been provided to meet safety requirements and any bonds are received, and lien wavers are provided per contract requirements. Assist COAs in resolution of issues. Creating new costumer and vendor accounts. Provide additional operations administration support, as required.

Requirements

• High school diploma or equivalent required, plus 2 to 3 years of related work experience, preferably within a construction business work environment, as well as accounting experience.
• Experience with AP/AR required
• Must have strong interpersonal skills to effectively communicate with both internal and external clients.
• 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: Microsoft Word, Excel, Outlook, and Internet business application usage.
• Must demonstrate the ability to perform work independently and demonstrate solid organizational and attention to detail skills.

Nice To Haves

• Associate’s degree preferred.
• Professional work experience and/or education in accounting and cost analyses.
• Critical thinking and analytical skills, ability to solve problems independently.
• Experience and knowledge in the Construction Industry.

Responsibilities

• Answers any customer/subcontractors’ inquiries and resolves or escalates customer issues, as appropriate.
• Updates project/labor schedules as required by project owner.
• Runs query reports, researches and reconciles unaligned costs, such as labor hours, material purchases, expenses and other operations related transactions.
• Performs necessary cost transfers.
• Prepare and submit monthly project billings to align with job progress.
• Complete any additional documentation required for billing, i.e. certified payroll.
• Reconciliation of accounts payable exceptions as necessary.
• Assist installation teams as needed to reach revenue goals, which may include contacting vendors.
• Researches, resolves or escalates accounts receivable disputes as outlined in the escalation process.
• Work with Accounts Receivables contact to assist with resolution of A/R issues.
• Determines appropriate actions for timely resolution.
• If needed, will interact with Customer to resolve receivable issues.
• Processing customer contract documentation including certificates of insurance, OCIP, certified payroll, lien waivers through different customer portals as required.
• Processes invoice credits and rebills, as necessary.
• Proactively contacts customers ensure customer satisfaction and a commitment to pay.
• Maintains notes within appropriate systems.
• 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 subcontract process including ensuring all documentation has been provided to meet safety requirements and any bonds are received, and lien wavers are provided per contract requirements.
• Assist COAs in resolution of issues.
• Creating new costumer and vendor accounts.
• Provide additional operations administration support, as required.

Benefits

• Competitive pay
• Paid vacation, holidays, and sick time - 10 days of vacation for the first year (plus sick time)
• Comprehensive benefits package, including 401K, medical, dental, and vision care - available from day one
• Extensive product and on-the-job/cross-training opportunities, supported by our outstanding internal resources
• Encouraging and collaborative team environment
• Dedication to safety through our Zero Harm policy
• JCI Employee discount programs (The Loop by Perk Spot)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees