• Service Operations Specialist

    Insight Global (Pasadena, CA)


    Job Description

    JOB DESCRIPTION

    This individual is essential for the seamless and efficient management of service agreements, billing procedures, and project compliance. This role demands a highly organized and meticulous individual with excellent communication and problem-solving abilities. The Service Operations Specialist will collaborate with multiple departments to ensure accurate record-keeping, prompt billing, and overall operational excellence.

     

    • Maintain accurate records of service agreements, including new, renewed, expiring, and canceled agreements.

    • Review and process service agreement contracts, ensuring accuracy and completeness.

    • Communicate effectively with clients and internal teams to execute agreements and address inquiries.

    • Track and monitor the status of service agreements to ensure timely renewals and service delivery.

    • Prepare and process invoices for service calls and projects, ensuring accurate costing, proper markups, and adherence to contractual requirements.

    • Review billing batches for completeness and accuracy, verifying descriptions, costs, and supporting documentation.

    • Monitor outstanding work orders and track open service orders to ensure timely billing upon completion of work.

    • Collaborate with sales personnel to resolve billing discrepancies and provide support as needed.

    • Establish new projects, jobs, and contracts in the company's ERP system.

    • Maintain accurate project and customer data, including addresses, contact information, and billing details.

    • Coordinate with the Contracts Department to ensure project information is up-to-date and aligned with contractual obligations.

    • Identify and resolve issues related to project setup and data entry.

    • Proactively communicate updates and changes in project information to relevant stakeholders.

    PR: $30-$32

    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

    • 1-2 years of computerized billing and data entry

    • Comfortable with Microsoft Windows environment including Excel and Word.

    • A driven self-starter with a strong work ethic that can take the lead

    • Ability to execute their work to ensure high customer satisfaction and the highest quality deliverable.