Sales Coordinator- Service (Manhattan) (Finance)
The first 3 letters in workplace safety are Y-O-U!
TK Elevator is currently seeking an experienced Sales Coordinator- Service in Manhattan, NY.
Responsible for performing all administrative duties associated with processing service contracts, customer changes and supporting the service sales department as needed.
ESSENTIAL JOB FUNCTIONS:
- Reviews service contract booking packages. Includes completing customer number request forms, reviewing and completing Installed Base forms and verifying the service contract transmittal forms. Creates branch service file and mechanic file.
- Ensures that customer change forms are accurate and forwards to regional contract administrators. Completes service contract change requests and attaches all relevant information to existing contract.
- Verifies all information on new EDS sheets and updates contact information in service contracts. Searches databases, customers, Installed Base and service contracts for existing information.
- Runs mass escalation report. Includes exporting and formatting report into Excel and forwarding to branch manager for review. Special Price list escalations
- Receives and reviews final acceptances from construction and modernization departments. Processes owner and unit changes as necessary.
- Prints special deck invoices and mails to customers. Prints service contract invoices upon request from customers or branch.
- Participates in monthly A/R conference calls with Regional Collectors. Actively pursues and follows-up on A/R items.
- Prepares and submits credit memos. Actively cleanses unapplied credits and submits washout requests as necessary.
- Assists with processing certificates of insurance for service jobs.
- Maintains PCard for use by branch.
- Supports sales efforts as needed.
- Performs other duties as assigned.
- Maintains Board Inventory and conducts annual inventory
- Maintains safety SIR and uploads documents to SafeTKE
- AP- hand code invoices without PO-daily report-Expected receipts report
- Office Supplies/Forms
- UPS-shipping and statements
- Spreadsheet for cancellations to Branch Manager
- Performs other duties as assigned.
- High school diploma or GED
- One year certificate from college or technical school preferred
- Three to six months related experience and/or training in basic business administration
- Some elevator repair administrative work preferred
- Oracle database knowledge
TK Elevator is currently seeking an experienced Sales Coordinator- Service in Manhattan, NY.
Responsible for performing all administrative duties associated with processing service contracts, customer changes and supporting the service sales department as needed.
ESSENTIAL JOB FUNCTIONS:
- Reviews service contract booking packages. Includes completing customer number request forms, reviewing and completing Installed Base forms and verifying the service contract transmittal forms. Creates branch service file and mechanic file.
- Ensures that customer change forms are accurate and forwards to regional contract administrators. Completes service contract change requests and attaches all relevant information to existing contract.
- Verifies all information on new EDS sheets and updates contact information in service contracts. Searches databases, customers, Installed Base and service contracts for existing information.
- Runs mass escalation report. Includes exporting and formatting report into Excel and forwarding to branch manager for review. Special Price list escalations
- Receives and reviews final acceptances from construction and modernization departments. Processes owner and unit changes as necessary.
- Prints special deck invoices and mails to customers. Prints service contract invoices upon request from customers or branch.
- Participates in monthly A/R conference calls with Regional Collectors. Actively pursues and follows-up on A/R items.
- Prepares and submits credit memos. Actively cleanses unapplied credits and submits washout requests as necessary.
- Assists with processing certificates of insurance for service jobs.
- Maintains PCard for use by branch.
- Supports sales efforts as needed.
- Performs other duties as assigned.
- Maintains Board Inventory and conducts annual inventory
- Maintains safety SIR and uploads documents to SafeTKE
- AP- hand code invoices without PO-daily report-Expected receipts report
- Office Supplies/Forms
- UPS-shipping and statements
- Spreadsheet for cancellations to Branch Manager
- Performs other duties as assigned.
