T&M Billing Specialist

Acco Engineering Systems San Jose , CA 95111

Posted 2 months ago

T&M Billing Specialist San Jose, CA

Why join ACCO? ACCO Engineered Systems is one of the largest mechanical contractors in the country.

Since 1934, owners and builders have selected ACCO to design, install, and maintain more than 250,000 mechanical projects. ACCO is dedicated to the design, fabrication, installation, maintenance, and service of commercial and industrial HVAC, refrigeration, plumbing, process piping, and building automation systems. Whether your project is a low or high-rise office building, a shopping mall, hospital, semi-conductor fabrication facility or pharmaceutical manufacturing plantACCO can design, build, install, and maintain a mechanical system to meet your needs

Here at ACCO, we are a part of something bigger. Just ask our customers:

California Academy of Sciences, L.A. Live, and San Francisco 49ers Stadium. While we have been around for 80+ years, we continue to grow at a dynamic pace.

And we are looking for talented individuals to join our team. To read more about us, check out our

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VIEW JOBS 3/18/2020 12:00:00 AM 2020-06-16T00:00 Job Description Summary Job Description BD has an immediate opening for a T&M Billing Specialist in San Jose, California. This position is responsible for working directly with customers and field service personnel to create quotations for billable services, obtain purchase orders from customers and perform administrative functions to facilitate invoices. Direct customer contact via telephone is a key part of the job. Attention to detail, compliance to department standards and excellent time management skills are required. Minimum supervision required, however, special direction may be provided for problem situations and special project assignments. Special project assignments are moderately complex in nature where judgment is required in problem solving and making routine recommendations. This position works in a very fast paced environment where a high volume of work is processed and minimal errors are expected. This position directly impacts the company's service revenue. Professionalism and attention to detail are a must. Duties and Responsibilities * Prepares quotations as well as follow-up via telephone to encourage acceptance of quotes * Receives customer purchase orders and reviews to ensure they meet BD finance standards. * Enters data using SAP CRM system. * Maintains hard copy files. Must manage own filing in a timely manner. * Responsible to manage and track all opportunities and customer interactions using department CRM tool. * Manage and track billable items for monthly reports. Prepares ad hoc reporting as requested. * Assists Customers, Field Service Engineers, Sales Representatives and Credit Department personnel regarding pricing, inquiries, problems/complaints, etc. * Provides assistance to Credit Department in researching past due invoices and problems situations. Prepares credit memos when appropriate, obtaining necessary approvals. * Responsible to prepare and send response time credit letters. Also responsible for tracking credit redemption and letter expiration. Works with service accounting to communicate necessary accrual reporting * Provides suggestions for continuous improvement. Read, understand, and revise processes and procedures as necessary. * Keeps abreast of basic requirements for regulatory compliance in own area of work and complies with those requirements. Participates in training on regulatory issues affecting own area of work as necessary. Brings regulatory compliance questions or issues to the attention of management. * Follows Environmental, Health, and Safety (EH&S) policies and procedures. Takes responsibility for safety in immediate work area. Notifies supervisor of all observed hazardous conditions or unsafe work practices. * Performs other related duties and assignments as required. Qualifications * A minimum AA/AS or Bachelor's degree required. * A minimum of 2 years related business experience highly preferred * Proficiency in MS Excel and SAP highly preferred Assets * Experience with SMX an asset * Working knowledge of Time and Material service * Ability to interact at many levels within an organization, internal and external * Excellent verbal and written skills #LI-GA Primary Work Location USA CA - San Jose Additional Locations Work Shift BD (Becton, Dickinson And Company) San Jose CA

T&M Billing Specialist

Acco Engineering Systems