Operations Clerk II

Job Description

Job Description

Description:
Monday-Friday 8-5 with some flexibility to in and out times.
The Operations Clerk II will be responsible for accounts receivable assistance, research, and resolution and completing standard and non-routine business processes to support branch operations. This role requires strong analytical skills to identify discrepancies, interpret data, and resolve issues accurately and efficiently.
The Operations Clerk must be resourceful and self-directed, able to work independently to investigate problems, navigate multiple systems, and determine appropriate next steps with minimal supervision. A high level of curiosity and attention to detail is essential to ask the right questions, uncover root causes, and continuously improve data quality and processes.
This role can support multiple business units simultaneously and is critical to ensuring proper documentation, billing accuracy, invoicing, timely payment, and resolution of customer issues and administrative matters.

Role Definition and Key Responsibilities:
Create and maintain safe working environment and culture within the organization
Investigate, analyze, and resolve accounts receivable issues and inquiries to completion, with a focus on accuracy and customer satisfaction
Create work orders for quoted jobs or installation with multiple process in SAP of limited complexity but with unique job requirements
Strong collaboration with internal and external customers, with a focus on prioritizing and meeting their needs and expectations
Review, analyze, and cleanse data
Actioning resolution for customer orders when purchase orders are flagged for non- compliance
Able to perform non-routine tasks related to customer issues and resolution

Travel Requirements:
5%

High Impact Behaviors:
Results Driven Performance: High performing professionals focus on delivering results by actively utilizing available resources.
Continuous Professional Development: Professionals should be committed to lifelong learning, seeking out opportunities for self-improvement, and staying abreast of industry trends and best practices.
Collaboration and Teamwork: Effective professionals understand the value of collaboration. They work well with others, contribute to team goals, and understand that diverse perspectives can lead to better solutions.
They set high standards for their own performance and are committed to achieving objectives efficiently and effectively.

Education & Experience Requirements:
High school diploma or equivalent plus 3 years of applicable work experience or
Bachelors degree with demonstrated capability in comparable work

Skill Requirements:
Analytical mindset with strong problem-solving abilities
Able to independently research and resolve discrepancies while balancing priorities and meeting deadlines
Intra-departmental communication for purpose of alignment/information sharing/guidance/leadership
Able to execute tasks with high levels of autonomy; limited guidance required for complex tasks
Able to collaborate with other disciplines
Ability to understand concepts in execution, broader organizational impact, and strong organization skills
Understanding of general business concepts
Exceptional communication skills
Solid User of standard Microsoft Office applications (Outlook, Word, Excel, Teams, PowerPoint)
ERP experience required
Strong understanding of typical IT business tools; adapt at learning new programs quickly
Prior experience in a database, Field Service, or a CRM application like (MS Field Service or MS CRM) is preferred