Equipment Operations Specialist

Johnson Controls•Norfolk, VA

About The Position

Under general supervision, the Equipment Operations Specialist coordinates equipment contract scheduling, revenue forecasting, billings, collections, vendor purchases, and subcontract creation, with guidance from the Project Owner and Equipment Sales Agents. The role partners with Equipment Operations Team Managers to help meet monthly, quarterly, and annual financial commitments. It ensures work complies with applicable state, local, federal, and legal requirements and is completed ethically and within a reasonable timeframe. The specialist assesses operations team performance and makes adjustments to improve cost-effective performance, while building relationships with customers, vendors, and subcontractors to support accounts payable and receivable management.

Requirements

High school diploma or equivalent.
Two to five years of industry experience managing or supporting operations teams and/or scheduling.
Ability to work independently.
Strong organizational and attention-to-detail skills.
Strong interpersonal skills and ability to communicate effectively with internal and external clients.
Ability to handle many diverse projects, tasks, and issues simultaneously with tact, cooperation, and persistence.
Ability to prioritize work based on financial impact and business goals.
Ability to influence diverse teams to accomplish tasks and goals.
Proficient computer skills in advanced Microsoft Word, Excel, Access, PowerPoint, and internet business applications.

Responsibilities

Answer customer inquiries and resolve or escalate issues as appropriate.
Support booking of equipment contracts, including stock chiller contracts, and check addresses, tax, terms, approvals, and holds for accuracy.
Monitor communication, credit, legal, shipping, and factory holds and alerts; coordinate updates and resolve issues promptly.
Place orders with commercial factories and third-party vendors, respond to vendor and subcontractor questions, and communicate issues to the team.
Support Sales Agents in releasing and processing applied equipment.
Review orders and resolve non-configuration or technical order-processing errors in IIS.
Coordinate contract scheduling to align backlog with plans and forecasts.
Follow up on tasks such as vendor and subcontractor invoices, billing, and material purchases to meet financial commitments.
Help create favorable schedules of values, review them with Sales Agents, monitor equipment shipment reports, and ensure timely and accurate billing in accordance with contract and shipping terms.
Process credits and obtain approvals as needed.
Build and maintain long-term relationships with customers, factory contract operations, and vendors.
Prepare and discuss critical contract information for business review meetings, including accounts receivable disputes, slippage, unbooked change orders, billings, and profitability status.
Research and follow up on questions raised during monthly backlog reviews.
Issue service requests for start-up and assist with service turnover coordination with CSA.
Resolve collection issues or escalate scope issues with Sales Agents, and follow up to resolve invoice disputes.
Enter required customer contact information into appropriate BSNA tools to support customer satisfaction activities.
Facilitate certified payroll reporting for PCATS through communication with CSA and support other contractual back-office requirements.
Reconcile contract closeout activities monthly, including validation of start-up with the service department.
Administer equipment-related warranty claims and coordinate with service and the centralized warranty team.
Follow BSNA standard tools, processes, and programs to optimize profitability.
Perform other assigned duties and administrative activities.