Customer Operations Specialist

2 weeks ago


Houston, Texas, United States Johnson Controls Full time
Job Summary

The Customer Operations Associate will provide support for the HVAC installation contract business, working under direct supervision to track and manage accounts receivable, accounts payable, and financial activities. This role requires strong interpersonal skills to effectively communicate with internal and external clients, as well as the ability to prioritize work activities based on financial impact to desired business goals.

Key Responsibilities
  • Work with project owners to update project cost schedules as required monthly.
  • Assist installation team with project cost and revenue tracking to reach revenue goals.
  • Run query reports, research, and reconcile unaligned costs, such as labor hours, material purchases, expenses, and other operations-related transactions.
  • Perform cost transfers as necessary.
  • Answer customer/subcontractor inquiries and resolve or escalate customer issues as appropriate.
  • Prepare and submit monthly billings to customers.
  • Work with accounts receivable contacts to assist with resolution of A/R disputes.
  • Process invoice credits and rebills, as necessary.
  • Support the subcontract process, including issuing subcontract documentation and Purchase Orders.
  • Manage accounts payable invoicing and reconciliation of accounts payable exceptions and subcontractor PO invoicing issues as necessary.
  • Coordinate and support the Sales Team to review and submit project bookings and all required booking documentation.
Requirements
  • High School diploma or equivalent.
  • 3 to 4 years of experience and/or basic project accounting or costing principles.
  • Strong interpersonal skills to effectively communicate with internal and external clients.
  • Ability to prioritize work activities based on financial impact to desired business goals.
  • Proficient computer skills within Microsoft Word, Excel, Outlook, and Internet business application usage.
  • Ability to perform work independently and demonstrate solid organizational and attention to detail skills.


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