[Remote] C&I Customer Service Representative

Note: The job is a remote job and is open to candidates in USA. Culligan By WaterCo is seeking a C&I Customer Service Representative to manage the setup and billing process for new commercial and industrial customers. This role involves coordinating installations, handling billing processes, and ensuring smooth communication between various teams and customers.

Responsibilities

• 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
• 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
• 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
• 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

Skills

• High school diploma required
• 2+ years of experience in commercial billing, customer account management, or a related role
• Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite
• Strong organizational and problem-solving skills with the ability to manage multiple projects simultaneously
• Knowledge of progress billing and commercial project invoicing processes
• Excellent communication and interpersonal skills for coordinating with internal teams and external customers
• Strong attention to detail and accuracy in billing and data management
• Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field preferred
• Experience in project coordination or commercial installations is a plus
• Familiarity with commercial service agreements, equipment procurement, and job costing is preferred

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