• Administrative Processor II - Ccsf

    Insight Global (San Ramon, CA)


    Job Description

    Insight Global’s Manage Service Division partners with a large local utility company and their Electric Wholesale energy division. Insight Global’s team works to enforce a FERC negotiated tariff to determine intervening service points for City & County of San Francisco including streetlights or office spaces. It is timeline driven and involves working with several groups inside and outside of our client to ensure projects move forward accordingly. We are in need of an Administrative Processor to be responsible for all, but not limited to the below:

     

    • Sending out contracts to customers

    • Sending out invoices to customers

    • Tracking on incoming payments and refund payments

    • Respond to customer follow up emails related to defect follow up, project status, etc.

    • Conduct research to obtain information for incomplete documents and materials

    • Review documents and information for accuracy and correct errors

    • Analyzing issues with projects and utilize problem solving skills to determine best action to be taken and move project forward

    • Help develop documentation such as job aids, etc.

    • Maintaining invoice, payment, contract, active and cancelled project trackers.

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

    Skills and Requirements

    • 2-5 years of administrative, document processing or review experience

    • Bachelor’s degree in IT, Business Management, Engineering, or similar

     

    - Advanced Excel skills (pivot tables, formulas, reporting, and data visualization)

     

    - Beginner – Intermediate skills in Power Bi (data modeling and report automation).

     

    • Strong attention to detail

    • Good communication, both verbal and written - Confident in leading team or stakeholder meetings and Presents information clearly.

    • Team player

    • Problem solving skills

    • Technical proficiency, exposure to a management system or software life salesforce, smartsheets, customer systems, etc.

     

    - Self-Starter - Takes ownership of tasks and completed with minimal direction, Identifies gaps or process improvements and acts on them. • Past PG&E experience

     

    • SAP experience