Service Operations Specialists

This individual is essential for the seamless and efficient management of service agreements, billing procedures, and project compliance. This role demands a highly organized and meticulous individual with excellent communication and problem-solving abilities. The Service Operations Specialist will collaborate with multiple departments to ensure accurate record-keeping, prompt billing, and overall operational excellence.

Maintain accurate records of service agreements, including new, renewed, expiring, and canceled agreements.
Review and process service agreement contracts, ensuring accuracy and completeness.
Communicate effectively with clients and internal teams to execute agreements and address inquiries.
Track and monitor the status of service agreements to ensure timely renewals and service delivery.
Prepare and process invoices for service calls and projects, ensuring accurate costing, proper markups, and adherence to contractual requirements.
Review billing batches for completeness and accuracy, verifying descriptions, costs, and supporting documentation.
Monitor outstanding work orders and track open service orders to ensure timely billing upon completion of work.
Collaborate with sales personnel to resolve billing discrepancies and provide support as needed.
Establish new projects, jobs, and contracts in the company's ERP system.
Maintain accurate project and customer data, including addresses, contact information, and billing details.
Coordinate with the Contracts Department to ensure project information is up-to-date and aligned with contractual obligations.
Identify and resolve issues related to project setup and data entry.
Proactively communicate updates and changes in project information to relevant stakeholders.

PR: $24-$25

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here.

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1-2 years of computerized billing and data entry
Comfortable with Microsoft Windows environment including Excel and Word.
A driven self-starter with a strong work ethic that can take the lead
Ability to execute their work to ensure high customer satisfaction and the highest quality deliverable.

Construction industry experience is highly desirable.
Knowledge and familiarity of the Salesforce Field Service and JDE Service database program is a plus.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.