Specific Job Function:
Customer Setup & Coordination:
• Set up new commercial customers in the system, ensuring all required information is accurately
captured.
• Work closely with sales, operations, and finance teams to facilitate a smooth onboarding process for
commercial accounts.
Installation Coordination:
• Schedule and coordinate installations and Service for new commercial projects, ensuring alignment
with internal teams and external vendors.
• Communicate installation timelines and requirements with customers and field service teams.
• Monitor installation progress and address any issues or delays as they arise.
Equipment Ordering & Logistics:
• Relay Job Package and equipment details to be ordered by branch for commercial projects based on
project specifications and requirements.
• Track equipment shipments, confirm deliveries, and coordinate with service teams to ensure
availability for installations.
Billing & Progress Payments:
• Set up Progressive Payments individual projects. Generate and process invoices for commercial
projects, ensuring accuracy and compliance with contractual agreements.
• Manage progress billing for large-scale commercial installations, tracking payment milestones and
issuing invoices accordingly.
• Coordinate with customers and internal teams to resolve billing discrepancies and ensure timely
payments.
• Maintain accurate records of all billing transactions and customer accounts.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies in this position:
Resourcefulness Customer Focus Team Player
Passion Integrity Organizational/Planning
Communication Analytical Judgment/Decision Making
Qualifications:
• Education & Experience:
o High school diploma required. Associate’s or Bachelor’s degree in Business, Finance, Accounting,
or a related field preferred.
o 2+ years of experience in commercial billing, customer account management, or a related role.
o Experience in project coordination or commercial installations is a plus.
• Technical & Functional Skills:
o Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite.
o Strong organizational and problem-solving skills with the ability to manage multiple projects
simultaneously.
o Knowledge of progress billing and commercial project invoicing processes.
o Familiarity with commercial service agreements, equipment procurement, and job costing is
preferred.
• Soft Skills:
o Excellent communication and interpersonal skills for coordinating with internal teams and
external customers.
o Strong attention to detail and accuracy in billing and data management.