Customer Operations Associate (Onsite)

• Competitive pay. 
• Paid vacation, holidays, and sick time
• Comprehensive benefits package, including 401K, medical, dental, and vision care – available from day one. 
• Extensive product and on-the-job/cross-training opportunities, supported by our outstanding internal resources. 
• Encouraging and collaborative team environment. 
• Dedication to safety through our Zero Harm policy. 
• JCI Employee discount programs (The Loop by Perk Spot). 

What you will do 

The Customer Operations Associate, under direct supervision, tracks and provides support for the HVAC installation contract business. Actively participates in accounts receivable, accounts payable and financial activities, such as contract scheduling, revenue recognition, billings, collections, and subcontract processing. Provides administrative, day to day support in the operational areas of the business.  

How you will do it 

• Works with project owners to update project cost schedules as required monthly.  
• Assist installation team with project cost and revenue tracking to reach revenue goals.  
• Runs query reports, researches, and reconciles unaligned costs, such as labor hours, material purchases, expenses, and other operations related transactions.  Performs cost transfers as necessary. 
• Answers any customer/subcontractors’ inquiries and resolves or escalates customer issues as appropriate. 
• Prepare and submit monthly billings to Customers.  Completes any additional documentation required for billing, i.e., special pay applications, lien waiver, certified payroll, etc.  
• Works with accounts receivables contacts to assist with resolution of A/R disputes. Researches and determines appropriate actions and escalation for timely resolution of disputes.  Incudes necessary interaction with Customers to resolve receivable issues and confirm commitment to pay.  
• Processes invoice credits and rebills, as necessary.  Maintains billing and collection notes within appropriate systems. 
• Supports the subcontract process including issuing subcontract documentation and Purchase Orders, ensuring all documentation has been provided and received per contract requirements.   
• Manage accounts payable invoicing and reconciliation of accounts payable exceptions and subcontractor PO invoicing issues as necessary. 
• Coordination and support to Sales Team to review and submit project bookings and all required booking documentation, facilitates the release of the project booking from MBC, addresses any booking holds, and returns signed contract documentation to Customers. 
• Provide additional operations administration support, as required.