Field Reporting Specialist

CBX Solutions, LLC; Bedford (OH); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Career growth

Job summary

CBX Solutions, LLC is seeking an organized administrative support specialist to assist Customer Service, Branch Compliance, and Finance teams. You will handle clerical tasks, coordinate field technician information, and help manage invoicing and data accuracy.

You will work in a professional office setting, supporting daily operations and contributing to KPI tracking, process improvements, and cross-functional communication to ensure compliance and timely service delivery.

Qualifications

• 1+ years of industry experience preferred.
• Excellent written and verbal communication skills and problem-solving skills.
• Proficient in Microsoft products, including Excel, Word, and Outlook.
• Must pass pre-employment background check and drug screen.
• Ability to read and understand basic documents.

Responsibilities

• Enter field technician data into the company systems and keep records current.
• Meet or exceed KPI targets for field technicians and renewals.
• Communicate with field technicians and internal teams to obtain and manage information.
• Assist with field technician invoicing and related processes.
• Support special projects and maintain a positive work environment.

Skills

Written communication

Verbal communication

Problem solving

Time management

Tools

Excel

Word

Outlook

Job description

Build Your Career Where You Matter

Join CBX Solutions, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.

Build Your Career Where You Matter

Join CBX Solutions, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.

Why Work With Us?

We’re committed to your success, personally and professionally. You’ll have access to:

• Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
• Work-Life Balance: Generous paid time off for rest, family, and self-care.
• Career Growth: You’ll benefit from continuous learning, mentorship, and leadership training including access to CBX University, our in-house development program.
• Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.

Provide administrative and organizational support to the Customer Service, Branch Compliance, & Finance teams. Duties include general clerical, coordination of field technician information, supervision, and assistance with the field technician invoicing process, to include all direct communication with field technicians, and special departmental projects.

Essential Functions

• Assess field technicians’ information and data for accuracy, enter the information into the company’s systems and keep the field technician’s information current and up to date in the company’s data base. Meet or exceed minimum required KPI standards for the job as follows.
• KPI - Acquisition of new field technicians under contract on a quarterly and annual basis.
• KPI - Contract administration time. Percentage of time spent from initial contact to signed agreement and uploaded into Great Plains.
• KPI - Percentage of renewals.
• KPI – Field Technician labor and trip charge percentage of increase and decrease.
• KPI – Field Technician rating process updated and complete.
• Communicate and or negotiate with existing field technicians’ as well as new field technicians to obtain and manage field technician information necessary for the company to be fully compliant.
• Retrieves assess for accuracy and escalate all field technicians past due invoices for payment, correction, or resolution. When resolution or correction is necessary, follow the process until invoice can be submitted for payment or denied.
• Resolve any field technician’s non-compliance issues with regards to policy, procedures, and performance.
• Maintain and update field technician’s internal database mapping and software.
• Perform special projects and other duties as assigned.
• Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, vendors, co-workers, and management.
• Other relative duties as assigned

Minimum Qualifications

• 1+ years of experience with the industry, preferred
• Excellent written and verbal communication skills and problem-solving skills
• Proficient in Microsoft products, including but not limited to Excel, Word, and Outlook
• Functional and working knowledge of computers
• Must pass pre-employment background check and drug screen

Knowledge, Skills, And Abilities

• Some experience with field technicians in the security related industry
• Ability to read and understand basic documents
• Effective time management and organizational skills
• Effective communication skills both verbal and in writing, good mathematical skills
• Understanding of basic security related products and skills
• Professional and polished in both appearance and speech

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear and see. The employee frequently is required to stand; walk; use hand to handle or feel; and reach with hands and arms.

Work Environment

This job operates primarily in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. May occasionally require driving to project sites.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer

CBX Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

We are a VEVRAA Federal Contractor and give priority referral to protected veterans. We are committed to taking affirmative action to employ and advance in employment qualified minorities, women, individuals with disabilities, and protected veterans.