HVAC TB Customer Service Representative

Johnson Controls•Honolulu, HI

4d•$37 - $51•Onsite

About The Position

This role is part of a team dedicated to working collaboratively to create purposeful solutions. The company is committed to making a difference and offers opportunities for growth and success. The Customer Service Representative will provide direct support for the planned service agreement renewal process, participate in accounts receivable activities like collections and new customer authorizations, and offer back-up customer call handling and administrative support in service operational areas.

Requirements

Strong interpersonal skills to effectively communicate with both internal and external clients.
High school diploma or equivalent required.
Three to five years of related work experience, preferably within a service / sales, or technical work environment.
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.
Proficient computer skills within the following applications: Advanced Microsoft Word, Excel, ACCESS, Desktop Publishing and Internet business application usage.
Demonstrate the ability to perform work independently and demonstrate solid organizational and attention to detail skills.
Experience in contract financials required.

Nice To Haves

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

Responsibilities

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.
Researches, 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, will interact with Customer to resolve receivable issues.
Processes invoice credits and re-bills, as necessary.
Proactively contacts customers ensure 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.