Sales Coordinator- Service (Knoxville) (Finance)

The first 3 letters in workplace safety are Y-O-U!

TK Elevator is currently seeking an experienced Sales Coordinator- Service located in Knoxville, TN.

Responsible for performing all administrative duties associated with processing service contracts, customer changes and supporting the service and repair sales departments as needed.

ESSENTIAL JOB FUNCTIONS:

• Reviews service contract booking packages. Includes completing customer number request forms, reviewing and completing Installed Base forms and verifying the service contract transmittal forms. Creates branch service file and mechanic file.
• Ensures that customer change forms are accurate and forwards to regional contract administrators. Completes service contract change requests and attaches all relevant information to existing contract.
• Verifies all information on new EDS sheets and updates contact information in service contracts. Searches databases, customers, Installed Base and service contracts for existing information.
• Runs mass escalation report. Includes exporting and formatting report into Excel and forwarding to branch manager for review.
• Receives and reviews final acceptances from construction and modernization departments. Processes owner and unit changes as necessary.
• Prepares monthly NIM report for Corporate; checks accuracy and forwards to sales group and branch manager; updates NIM tracker.
• Prints special deck invoices and mails to customers. Prints service contract invoices upon request from customers or branch.
• Runs and reviews monthly sales growth report and compares to the Regional Contract Department's report and Hyperion.
• Maintains branch cancellation log. Completes and forwards cancellation package to regional contract administrators.
• Assists the operations department and TK Elevator communications with programming ADA phones.
• Participates in monthly A/R conference calls with Regional Collectors. Actively pursues and follows-up on A/R items.
• Prepares and submits credit memos. Actively cleanses unapplied credits and submits washout requests as necessary.
• Assists with processing certificates of insurance for service jobs.
• Sets up customers in Customer Service Portal.
• Maintains PCard for use by branch.
• Processes new hire paperwork for non-union employees as necessary, coordinating with District Administrative Manager or Office Manager.
• Assists with compiling data/information for legal for First Report of Incidents and/or lawsuits (copies of contracts, tickets, and requested data).
• Opens and distributes incoming mail and faxes.
• Supports sales efforts as needed.
• Performs other duties as assigned.

EDUCATION & EXPERIENCE:

• High school diploma or GED (general education degree)
• One year certificate from college or technical school preferred
• Three to six months related experience and/or training in basic business administration
• Some elevator repair administrative work preferred
• Oracle database knowledge

The first 3 letters in workplace safety are Y-O-U!

TK Elevator is currently seeking an experienced Sales Coordinator- Service located in Knoxville, TN.

Responsible for performing all administrative duties associated with processing service contracts, customer changes and supporting the service and repair sales departments as needed.

ESSENTIAL JOB FUNCTIONS:

• Reviews service contract booking packages. Includes completing customer number request forms, reviewing and completing Installed Base forms and verifying the service contract transmittal forms. Creates branch service file and mechanic file.
• Ensures that customer change forms are accurate and forwards to regional contract administrators. Completes service contract change requests and attaches all relevant information to existing contract.
• Verifies all information on new EDS sheets and updates contact information in service contracts. Searches databases, customers, Installed Base and service contracts for existing information.
• Runs mass escalation report. Includes exporting and formatting report into Excel and forwarding to branch manager for review.
• Receives and reviews final acceptances from construction and modernization departments. Processes owner and unit changes as necessary.
• Prepares monthly NIM report for Corporate; checks accuracy and forwards to sales group and branch manager; updates NIM tracker.
• Prints special deck invoices and mails to customers. Prints service contract invoices upon request from customers or branch.
• Runs and reviews monthly sales growth report and compares to the Regional Contract Department's report and Hyperion.
• Maintains branch cancellation log. Completes and forwards cancellation package to regional contract administrators.
• Assists the operations department and TK Elevator communications with programming ADA phones.
• Participates in monthly A/R conference calls with Regional Collectors. Actively pursues and follows-up on A/R items.
• Prepares and submits credit memos. Actively cleanses unapplied credits and submits washout requests as necessary.
• Assists with processing certificates of insurance for service jobs.
• Sets up customers in Customer Service Portal.
• Maintains PCard for use by branch.
• Processes new hire paperwork for non-union employees as necessary, coordinating with District Administrative Manager or Office Manager.
• Assists with compiling data/information for legal for First Report of Incidents and/or lawsuits (copies of contracts, tickets, and requested data).
• Opens and distributes incoming mail and faxes.
• Supports sales efforts as needed.
• Performs other duties as assigned.