Field Reporting Specialist

Cook & Boardman Group•Bedford Heights, OH

About The Position

Provide administrative and organizational support to the Customer Service, Branch Compliance, & Finance teams. Duties include general clerical, coordination of field technician information, supervision, and assistance with the field technician invoicing process, to include all direct communication with field technicians, and special departmental projects.Essential Functions Assess field technicians’ information and data for accuracy, enter the information into the company’s systems and keep the field technician’s information current and up to date in the company’s data base. Meet or exceed minimum required KPI standards for the job as follows. KPI - Acquisition of new field technicians under contract on a quarterly and annual basis. KPI - Contract administration time. Percentage of time spent from initial contact to signed agreement and uploaded into Great Plains. KPI - Percentage of renewals. KPI – Field Technician labor and trip charge percentage of increase and decrease. KPI – Field Technician rating process updated and complete. Communicate and or negotiate with existing field technicians’ as well as new field technicians to obtain and manage field technician information necessary for the company to be fully compliant. Retrieves assess for accuracy and escalate all field technicians past due invoices for payment, correction, or resolution. When resolution or correction is necessary, follow the process until invoice can be submitted for payment or denied. Resolve any field technician’s non-compliance issues with regards to policy, procedures, and performance. Maintain and update field technician’s internal database mapping and software. Perform special projects and other duties as assigned. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, vendors, co-workers, and management. Other relative duties as assigned

Requirements

1+ years of experience with the industry, preferred
Excellent written and verbal communication skills and problem-solving skills
Proficient in Microsoft products, including but not limited to Excel, Word, and Outlook
Functional and working knowledge of computers
Must pass pre-employment background check and drug screen

Nice To Haves

Some experience with field technicians in the security related industry
Ability to read and understand basic documents
Effective time management and organizational skills
Effective communication skills both verbal and in writing, good mathematical skills
Understanding of basic security related products and skills
Professional and polished in both appearance and speech

Responsibilities

Assess field technicians’ information and data for accuracy, enter the information into the company’s systems and keep the field technician’s information current and up to date in the company’s data base.
Meet or exceed minimum required KPI standards for the job as follows.
KPI - Acquisition of new field technicians under contract on a quarterly and annual basis.
KPI - Contract administration time. Percentage of time spent from initial contact to signed agreement and uploaded into Great Plains.
KPI - Percentage of renewals.
KPI – Field Technician labor and trip charge percentage of increase and decrease.
KPI – Field Technician rating process updated and complete.
Communicate and or negotiate with existing field technicians’ as well as new field technicians to obtain and manage field technician information necessary for the company to be fully compliant.
Retrieves assess for accuracy and escalate all field technicians past due invoices for payment, correction, or resolution.
When resolution or correction is necessary, follow the process until invoice can be submitted for payment or denied.
Resolve any field technician’s non-compliance issues with regards to policy, procedures, and performance.
Maintain and update field technician’s internal database mapping and software.
Perform special projects and other duties as assigned.
Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, vendors, co-workers, and management.
Other relative duties as assigned