HVAC Service & Installations Coordinator

Burke Energy; New York (NY); On-site; USD 28,000 - 40,000; Full time

Job summary

Burke Energy is seeking a Service Administrative Coordinator in Brewster, NY to support the service department with administrative tasks and ensure adherence to district and company policies. Responsibilities include data entry in P3, Energy and Salesforce for HVAC installs, scheduling, billing, and coordinating with field teams.

Ideal candidates will have 1-3 years of administrative and customer service experience, proficiency in MS Office and Salesforce, and strong communication skills for

Qualifications

• Data entry for P3, Energy and Salesforce systems for HVAC installations.
• Process, billing and account reconciliation.
• Coordinate and schedule Natural Gas and HVAC Installations.
• Communicate with Field Supervisors, Service Technicians and other departments.
• Answer customer service calls when necessary.
• Responsible for propane tank inventory and SOX controls as assigned.
• Call customers to confirm appointments.
• Order equipment to ensure availability for installations.
• Process job closeouts in Energy and Salesforce.
• Scheduling service calls and providing work orders for Service Technicians according to urgency.
• Reviewing jobs in the service monitor to ensure they are dispatched and assigned as required.
• Assist Installation and Field Supervisors with various tasks as assigned.

Responsibilities

• Data entry for P3, Energy and Salesforce systems for HVAC installations.
• Process, billing and account reconciling.
• Coordinate and schedule Natural Gas and HVAC Installations.
• Communicate with Field Supervisors, Service Technicians and other departments.
• Answer customer service calls when necessary.
• Responsible for propane tank inventory and SOX controls as assigned.
• Call customers to confirm appointments.
• Order equipment to ensure availability for installations.
• Process job closeouts in Energy and Salesforce.
• Scheduling service calls and providing work orders for Service Technicians according to urgency.
• Reviewing jobs in the service monitor to ensure they are dispatched and assigned as required.
• Assist Installation and Field Supervisors with various tasks as assigned.

Skills

Data entry

Customer service

MS Office Suite

MS Outlook

Web navigation

Verbal & written communication

Interpersonal skills

Troubleshooting

Education

High School Diploma or Equivalent

Tools

Salesforce

Energy system

P3 system

Job description

Burke Energy is seeking a Service Administrative Coordinator in Brewster, NY to support the service department with administrative tasks and ensure adherence to district and company policies. Responsibilities include data entry in P3, Energy and Salesforce for HVAC installs, scheduling, billing, and coordinating with field teams.

Ideal candidates will have 1-3 years of administrative and customer service experience, proficiency in MS Office and Salesforce, and strong communication skills for