Job id - 523-1
· Salesforce
and Oracle/ ERP skillsets are a huge plus
· Feeder
role for promotion within the company to leader roles
· Order Management: this should equate this to project
coordination, schedule, scope of projects, this is all the internal movements
of financial forecasting need core PMO skills and do interface with customers
and will need those core professional skills of being a liaison with teams.
· Project
Administration skills, scheduling/ project coordination skills.
· The
C&SP Project Coordinator is the owner of the financial reporting for
cross-business units supporting Power Services and ASCO services orders
associated within C&SP accounts.
· This
role includes collaboration and support coordination with the Order Entry &
Scheduling organizations for each business unit (BU). They are responsible for
analyzing and distilling revenue data from Oracle, SAP, BFS, and ASCO business
systems to be actioned by the Order Entry, Service Scheduling, and Invoicing
teams for monthly revenue recognition.
Responsibilities
include:
· Manage
project Planned End Dates for digitization of revenue tracking and reporting.
· Leveraging
finance exception reports to provide direction to scheduling and order entry
teams.
· Coordinate
with Power Services team on work order management, budget, schedule.
· Coordinate
with ASCO team on order management, budget, schedule.
· Initiate
and prepare ASCO Services quotations, while working with client Inside Sales
team to convert cross business unit purchase orders.
· Coordinate
with Secure Power team on work order management, budget, schedule. Ownership of
revenue finance reports to key stake holders
· Assign
work priorities, ensure job materials have been ordered, tracked, and received.
Ensure proper labor and resources are scheduled for each job.
· Serve
as the primary contact and liaison between service staff and internal and
external customers and sub-contractors.
· Communicate
schedule conflicts, delays, or changes with customer and appropriate service
and sales teams.
· Support
Scheduling and Order Entry management through project management of systems issues
or other items that serve as barriers to revenue recognition.
· Coordinate
with Warranty groups to ensure smooth execution of Work Orders.
· Work
with Advanced Software team for accurate forecasting dates of Work Orders.
· Work
with Finance and Projects team for accurate forecasting as well as identify any
opportunities for necessary revenue recognition.
· Management
of labor forecast and drive accountability of revenue recognition.
· Monitor
Gross Margin slippage for flow business and react if required.
· Be
prepared and actively participate in weekly operational meetings to discuss
project issues, status of backlog, forecasting, Work in Progress (WIP) and FSR
utilization.
This
job may be for you if:
· 2-3
years of relevant work experience in service order administration.
· Proficient
in Office365 (Excel, Word, Outlook, Teams), Clearview, SAP, Acrobat, Salesforce
(bFO).
· Effective
communication and organizational skills.
· Detail-oriented
and capable of multitasking.
· Customer
oriented.
· Knowledge
of basic accounting or financial principles and methods.
· Ability
to work independently with minimal supervision.
Skills Required
- 2-3 years relevant work experience in service order administration
- Proficient in Office365 (Excel, Word, Outlook, Teams)
- Proficient with Clearview
- Experience with SAP
- Experience with Acrobat
- Experience with Salesforce (bFO)
- Knowledge of basic accounting or financial principles and methods
- Effective communication and organizational skills; detail-oriented and capable of multitasking; customer oriented
- Ability to work independently with minimal supervision
- Salesforce and Oracle/ERP skillsets are a huge plus
What We Do
Performix Business Services LLC is a Minnesota-based technology company specializing in custom software development and IT consulting. Founded in 1997, the firm provides innovative AI, blockchain, cloud, IoT, and Web3 solutions for SMBs, enterprises, and government agencies. They focus on driving business efficiency and digital transformation through software solutions, IT training, and project outsourcing.


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