Field Service Invoice Coordinator

2 days ago

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

📊 Billing Specialist

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IMI Norgren

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IMI Norgren is an integral part of the IMI brand uniting with Bimba and Bahr to offer advanced solutions in the industrial automation sector. The company is dedicated to improving speed, productivity, reliability, and efficiency across various industries by providing high-performance products such as pneumatic and electric motion control systems, pressure switches, valves, actuators, and more. With a focus on sustainable initiatives and a strong foundation in breakthrough engineering, IMI Norgren aids in creating smarter, safer, and more productive industrial processes with extensive service offerings and a powerful distribution network. By integrating sustainable and cutting-edge technologies, IMI Norgren supports industries like packaging, rail, food and beverage, and more in their automation and motion control technology needs.

pneumatics • fluid control • electric motion • air preparation • linear actuators

5001 - 10000 employees

Founded 1919

🚀 Aerospace

🔧 Hardware

📋 Description

• Perform all client billing activities for Field Service • Ensure billing is done per contract terms and conditions (partial billing, proper forms, pre-submittals, etc.) and final billing is invoiced within 2 weeks of job completion • Enter all incoming / outgoing purchase orders (customer, intercompany, and 3rd party vendor), intercompany cost transfers, and change orders into appropriate systems (Salesforce / IFS / etc.) • Monitor & report costs on service orders. Notify Field Service Deployment Specialist when costs reach 75% of Purchase Order. • Assist in Field Service Deployment Specialist in the change order (CO) process • Review & reconcile field service expenses for accuracy & completeness prior to preparing invoice • Work with Field Service Team Leads and FST’s to confirm project time charges are completed daily and that bill sheets / signed time sheets are completed weekly • Review, create or modify Salesforce information and activities to ensure work can be monitored by stakeholders (sales, management, etc.) • Assist in the development of processes, procedures and workflows to improve performance of the field service group. • Maintain vendor billing records and costs • Maintenance of all billing backup documentation • Closeout of project in salesforce / other systems when project is complete and billed • Provide weekly forecast and 30 day lookahead for revenue and GM • Manage Safety Aggregators (ISN, Veriforce, Avetta, etc) and monitor the status of customers in the programs. Update data as required to stay compliant. • Manage Drug & Alcohol screening programs. • Maintain all cost / expenditure / timesheet logs • Help prepare and maintain financial reporting for the field service group (Man-hours, Costs, etc.) • Provide status information about costs, expenditures, and orders to Field Service Team members • Work with the service team, internal departments, and outside vendors to track and expedite orders • Assist with and support service training events as necessary • Assist and support Service Manager in daily activities as requested

🎯 Requirements

• HS Diploma required; AA degree desired; BS degree preferred • 3 to 5 years of experience in a related field / similar role; or combination of education and experience • Knowledge in finance, invoicing, and billing in a service related field or company • Creative thinking/problem solving skills necessary • Effective communication skills (oral and written) required • Self-driven personality • Ability to work in a fast-paced environment • Computer literate (MS Word, Excel, Outlook, Project) desirable • Bilingual Spanish desirable, but not required