Power Product & Solutions - Service Coordinator

Company: Power Products & Solutions
Location: Charlotte
Posted on: January 26, 2023

Job Description:

Join the CTE TeamAs a family-owned company under our third generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.Since 1926, we've supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality. Being around for nearly 100 years means we change and pivot to capture opportunities and avoid challenges. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that's built to last.We're looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we're committed to providing a work experience that helps our team grow to their full potential.Join a leading solutions provider and be a part of a group of highly skilled technicians, sales and support team members who exist to serve as a trusted partner to our customers, communities, and fellow employees.Summary:Provide Service and Operations support for the Service Department. Service plays a critical role in the daily operations associated with service and repairs. Position requires interaction with the Operation group and effective communication with customers, as necessary.Essential Duties and Responsibilities include the following. Other duties may be assigned.Reviews work order information and compares to purchase orders in preparation for invoicing to ensure accuracy.Ensures that quoted scope and actual scope performed are aligned and any deviations have been noted and broken into appropriate segments and change orders obtained. Notifies management of any issues.Reviews Work-In-Progress daily for potential invoicing and document any "Held Ups" that require additional attention including outstanding purchases that have not been received, missing parts orders or returns and miscellaneous chargesSubmits proforma invoices to customers to obtain purchase orders for emergency trouble calls or time-and- material jobs as required.Process credit card transactions and work with the credit department to establish cash accounts for those clients.Complete AIA Forms and Lien Waivers as required by customers and forward to the credit department for execution.Confirms that invoices post accurately to SAP on a daily basis.Participates in weekly WIP meetings and updates status of invoicing progress.Provides support to customers with questions concerning invoices and works with sales and service to resolve any issues.Assists credit department with collection of past due invoices as requested and appropriate.Provide telephone coverage for main switchboard and handle calls in accordance with company policy and procedures.Provides back-up to other coordinators within the department.Effectively communicate and build relationships with the PSSRs and other departments to regularly review and approve assigned work ordersProcess P-Card transactions and per diem expense reports in Concur including posting expenses to the appropriate work orders and processing Concur expense reports monthly and per diem reports bi-weekly.Train on all the Service functions in DBS, Service Link and SAPAbility to succeed in a collaborative team environmentWillingness to take on additional responsibilities and projects when neededSupervisory Responsibilities:This position does not have supervisory responsibilities.Qualifications:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.Education and/or Experience:High School diploma or equivalent, post HS education preferred.Successful candidate will have an excellent working knowledge of computers and Microsoft Office products.Experience in a fast-paced customer-oriented environment is essentialWillingness to learn and perform all aspects of service office operationsAbility to adapt to an ever-changing environment and to understand the importance of positive customer relations.Computer Skills:-Microsoft Office (Word, Excel, Outlook, PowerPoint)-Ability to use SAP software-DBS, PSQ, and Service Link functionsLanguage Skills:Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence.Mathematical Skills:Ability to calculate figures and amounts such as discounts, and percentages. Ability to apply concepts of basic math.Reasoning Ability:Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.Physical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee is frequently required to sit. The employee may occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.Work Environment:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Primary work environment is an office and employee will spend most of their time sitting and operating a computer.While performing the duties of this Job, the employee may be fumes or airborne particles; outside weather conditions and vibration. The noise level in the work environment is occasionally loud.Job Location:Charlotte, NC

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