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Business Operations Specialist
2 months ago
Business Operations Specialist
Core Responsibilities
Front Desk/office Support
Answer Phone from Calls Center and direct calls as needed
Accounts payable for Select Division
Lead creation within client relationship management (CRM) system
Distribution/collection of lien waivers for select divisions
Role and Responsibilities
Entering work orders & contracts, sub & vendor invoices and sending to corporate by deadline
Invoicing completed work from Techs/Subs after revising the wording
Entering the completion dates into CRM
Answering phones, tracking "Past Due" invoices, completing the WIP, miscellaneous filing
Entering Work Orders into Spreadsheet, CRM & Field Force
Entering monthly Credit Card Statements, collecting receipt forms and receipts, entering monthly Menards & Home Depot statements
Send an On-Call Tech emails and text as needed
Enter Credit Card charges into the CRM/BC for ACM & TCSP
Enter accounts payable into CRM/BC (Lien Wavers)
Reconciling statements at the end of each month
Various data entry into company database as well as outside tracking databases
Example: (moving costs/market movers)
Answer phones as needed from call center forwarding
Administrative tasks (greeter, deliveries, mail)
Second in line for phones
Approves time for techs
Other duties as assigned
Qualifications and Education Requirements
Excellent verbal and written communication and grammatical skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Administrative and clerical skills
Proficient computer skills, especially Microsoft Office applications
Proven ability to work well independently, collaborate with team members at all levels of the organization, and under pressure
Attention to detail; organizational skills; time management skills required
Good communication and customer service skills
Must work well both independently and as a team
Self-starter with proven ability to exceed goals
Willingness to learn additional skills required
Physical Requirements
Employees in this role must be able to sit, stand, and walk throughout the day
This person must be able to carry up to 40 pounds
Ability to work on a computer and stare at a monitor screen for long periods of time
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