Comp: $55K-$75K

Job Duties:

• Answer phones and follow company protocol
• DocuSign contracts- keep license copies up to date in the contracts – swap out the expired for new updated ones
• Job financing (PSE&G, SJG, ACE, EnerBank, Synchrony, Marlin Capital/PEAC)
• Permits – Prep, file and follow up to completion/inspections.
• Meet with Install manager to close out installs, confirm they are accurate, and bill
• Equipment rebates & production registrations
• Purchase proper JB warranty if sold with job
• Complete, mark as sent and receive any PO’s for Jb warranties, permits, or anything purchased/associated to the job for the install
• Use search function in ST to check permit status on jobs with townships/customers about permits/final inspections.
• Use financing spreadsheet to log the job info, amount financed, when it was approved and update once payment is received.
• Create new job folders – Paper and on drive- save all documents for job in both
• Batch, Post and export invoices- Once jobs are reviewed, batch for your business units- Make sure all PO’s are cut to the jobs and received. Export invoices
• Run weekly report for open financing/rebates- Follow up on payment as needed. Can use customer statement for this (PSE&G, ACE, SJ Gas etc.)
• Add equipment to customers for installations.
• Collect deposits for install ( add CC fee to invoice if needed)
• Call customers by 4PM for install the next day to confirm and make sure deposit has been collected.
• Put all financing/rebate invoices in a financing batch until they’re paid in case they need to be adjusted. Check this batch weekly to remove paid invoices and batch and export once they are a 0.00 balance.
• Inform tech on job if there is a balance to collect before leaving
• Batch & Post invoices- Once jobs are reviewed, batch for your business units- Make sure all PO’s are cut to the jobs and received. Export invoices
• Run weekly report for open jobs. Review, close out/cancel jobs for your business units as needed to keep the report current.
• Ensure subcontractor agreements are signed, COI is requested and w9 are all received before a sub-contractor performs work on our job.
• Follow up with subcontractors to ensure their invoices are received in a timely manner by accounting
• Job owns service/warranty (30) day
• Make sure all billings are done prior to end of month. Close out month

Benefits/Hours:

• 401K with 4% match after 1 year
• Employee medical base plan paid 100%
• M-F 8-5 flexible 730-430