Equipment Operations Specialist

Johnson Controls•Norfolk, VA

6d•$27 - $36

About The Position

Under general supervision, the Equipment Operations Analyst 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 meet monthly, quarterly, and annual financial commitments while ensuring work complies with applicable legal requirements and is completed ethically and in a reasonable timeframe. It assesses operations team performance and builds customer, vendor, and subcontractor relationships to support effective account payables and receivables management. The position supports the equipment contract lifecycle, including contract booking, order processing, scheduling, purchasing, billing, collections, business reviews, service turnover, warranty administration, and contract closeout. It responds to customer and vendor inquiries, resolves or escalates issues, maintains required customer information, and follows standard company tools, processes, and programs to support customer satisfaction and profitability.

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.
Solid organizational and attention-to-detail skills.
Strong interpersonal skills and ability to communicate effectively with internal and external clients.
Ability to handle a large and diverse number of projects, tasks, and issues simultaneously with tact, cooperation, and persistence.
Ability to prioritize work activities based on financial impact to 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 the stock chiller process; verify addresses, tax, terms, approvals, and holds, and work with Contract Accounting to resolve issues.
Monitor communication, credit, legal, shipping, and other holds, alerts, and factory communications, and ensure issues are reconciled promptly.
Place orders with commercial factories and third-party vendors; respond to vendor and subcontractor questions and communicate issues to the team.
Support SAE/EQ Sales Agents with equipment release and processing; review orders and resolve non-configuration or technical order-processing errors in IIS.
Coordinate contract schedules to align backlog with plans and forecasts; follow up on invoices, billing, material purchases, and other tasks to meet financial commitments.
Assist with creating schedules of values, review them with SAE, monitor shipment reports, bill in accordance with contract and shipping terms, ensure EW billing accuracy, and process credits with required approvals.
Develop and maintain long-term relationships with customers, factory contract operations, and vendors.
Prepare and discuss critical contract information in business review meetings, research questions arising from monthly backlog reviews, and follow up on profitability issues such as accounts-receivable disputes, slippage, unbooked change orders, and billings.
Issue SR for Start-up and assist with coordinating service turnover with CSA.
Resolve collection issues or facilitate escalation of scope issues with SAE, and follow up to resolve invoice disputes.
Enter customer contact information required for customer satisfaction activities into appropriate BSNA tools.
Facilitate certified payroll reporting for PCATS through communication with CSA and support other contractual back-office requirements.
Reconcile contract closeout activities monthly, including validating start-up (PCAT) with the service department.
Administer equipment-related warranty claims and coordinate with service and the centralized warranty team to ensure claims are processed.
Follow BSNA standard tools, processes, and programs to optimize JCI profitability.
Perform other assigned duties and administrative activities.