Business Systems Specialist

About the company Established in Raleigh, NC in 1971, Piedmont Service Group is a privately held energy efficiency and facilities services company focused exclusively on helping commercial, industrial, institutional, and government organizations operate and maintain their buildings in a safe, healthy, and efficient manner. Our offices located across the Carolinas and Virginia allow us to serve our clients with a team of local accredited and licensed professionals. Piedmont is committed to building lasting relationships with the customers we serve and fully understanding our customers’ needs to provide the best solution for each client. Position Summary The Business Systems Specialist role will be responsible for a variety of tasks associated with the operating system and business process flow. These tasks include providing Help Desk support, providing on-site, hands-on training, analyzing and developing courses on current operating systems, and assisting with documenting and improving current standard operating procedures. This role reports to the Business System Manager and is a position that will evolve as needed. As a member of the broader Finance Department, this position is also expected to provide operational support to key Finance functions as needed and may include assisting with service billing activities, accounts payable invoice processing and ERP readiness efforts, data validation and cleanup, and accounts receivable collection activities. This position works together with the Business Systems Manager, Business Systems Specialist, Service Coordinators, Finance Department, Service Technicians, Service Mangers, and General Managers. The Business Systems Specialist position is a fully in office role Monday through Friday. Essential Position Functions Service Administration Help Desk Support - Serve as Tier 3 Support to 300+ users for system related questions or issues including questions concerning mobile app issues, service calls, system related errors, and request for information. Operate within the help desk ticket platform to provide day-to-day user support. Training - Lead training for new hires: Technicians on the mobile apps used and Service Coordinators on current operating systems along with add-ons. Lead on site, hands-on group training for Technicians and Service Coordinators. Produce useful and appropriate training materials. Work with the Business Systems Manager to create standard training courses. Standard Operating Procedures - Have a thorough understanding of the business processes and flows. Assist with documenting and improving Standard Operating Processes. Update current SOP documents that have been implemented with changes as they arise. Assist leadership team with verification that standard operating procedures are being followed appropriately. Implementation - Assist with testing and researching new products, along with implementing new processes and procedures that will go along with product. User Provisioning - Set up accounts, assign roles, and confirm access across relevant systems for new hires and new technicians. Disable accounts and access upon offboarding notifications. Finance Operations Support - Provide cross-functional support to Finance Department initiatives, including service billing assistance, accounts payable invoice processing and ERP readiness activities, accounts receivable collection efforts, customer outreach regarding outstanding balances, data validation and cleanup, and other operational support as business needs require. Data Entry - Participate in ongoing data cleanup initiatives to correct and cleanup the ERP database; assist with data entry and validation to maintain the ERP database Reporting - Aide in determining the reporting needs. Relationship Building Establish and maintain a rapport / positive working relationships with company associates. Professionally resolve any issues to capitalize on all business growth opportunities. Participate in industry affiliations, community organizations, and being involved in company sponsored events. Requirements Required Competencies Problem solving : Identify and resolve problems in a timely manner; gather and analyze information skillfully. Customer Service : Manage difficult client/customer situations, respond promptly to customer needs, and solicit customer feedback to improve service, respond to requests for service and assistance and meet commitments. Planning/Organizing : Prioritize and plan work activities and use time efficiently. Quality Control : Demonstrate accuracy and thoroughness, monitor own work to ensure quality and apply feedback to improve performance. Quantity : Meet productivity standards and complete work in a timely manner. Adaptability : Adapt to changes in the work environment, manage competing demands and is able to deal with frequent change, delays, or unexpected events. Dependability : Consistently at work and on time, follow instructions, respond to management direction and solicit feedback to improve performance. Safety and Security : Observe safety and security procedures and use equipment and materials properly. Job Requirements & Qualifications Education and Training Requirements (licenses, programs or certificates) Two year degree in business or five years of related experience Experience and Knowledge Requirements WennSoft/Great Plains experience preferred Resco CRM and XOi experience preferred Intermediate level of computer literacy, specifically MS Word and Excel Knowledge of operating systems Travel Required Travel to the 10 division offices throughout VA, NC, and SC will be required on a regular basis. Physical Requirements The position requires the candidate to have the ability to lift approximately 15-20 lbs. in assistance of loading, unloading and storing materials and equipment. The position will also require bending, climbing, pulling, pushing, balancing, kneeling, twisting, standing and climbing stairs and ladders. *Piedmont Service Group is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. #J-18808-Ljbffr Piedmont Service Group