Service Invoicing Coordinator at Sourcefit

Position Summary:

The Service Invoicing Coordinator is a key player in ensuring seamless service operations through meticulous data entry, coordination, and invoicing. This role entails creating and managing service calls in our job management system, SimPro, communicating job notes to customers via Salesforce, closing customer cases, and managing the invoicing process. The incumbent will act as a vital communication link between customers and the service department, ensuring timely and accurate information flow, and contributing to our goal of stellar customer satisfaction.

Job Details:

• Work from home
• Monday to Friday | 6 AM to 3 PM
• Following Australian public holidays

Responsibilities:

• Service Coordination:
• Create and manage service calls within the job management system, SimPro, ensuring all necessary information is accurately captured and updated promptly.
• Communicate job notes to customers through Salesforce, maintaining a professional tone and ensuring clarity and timeliness of information.
• Close customer cases in Salesforce upon resolution, ensuring all actions taken are well-documented and communicated to the customer.
• Escalate and follow up on issues with the direct report, ensuring a prompt resolution and maintaining the integrity of data within our systems.
• Maintain a high level of attention to detail throughout all data entry tasks to ensure accuracy and consistency.
• Collaborate with various departments to ensure smooth service delivery and coordination, especially in a national scope, which may require liaising with different regional teams.
• Invoicing and Verification:
• Generate and issue invoices to clients based on their specific requirements.
• Verify invoicing details, ensuring accuracy in hour and part quantities, prices, and descriptions.
• Address and resolve any discrepancies in invoicing promptly to maintain client satisfaction.
• Verify and code invoices through OnBase to ensure proper documentation and tracking.

Qualifications:

• A minimum of 2 years of data entry experience, ideally within a coordination or customer service setting, demonstrating a track record of accuracy and efficiency.
• Excellent written English skills for clear, professional communication with customers and internal teams.
• Experience in using job management systems, particularly SimPro, and customer relationship management systems like Salesforce is a huge plus.
• Experience in invoicing, with the ability to verify and resolve discrepancies, as well as proficiency in using systems like OnBase for invoice coding.
• Ability to escalate and follow up on issues effectively with a direct report to ensure timely resolution.
• Prior experience in a coordination role, preferably in a national or multi-regional context, would be advantageous.
• Ability to multitask and manage multiple priorities in a fast-paced environment, ensuring deadlines are met while delivering a high level of customer satisfaction.