Commercial Specialist - Field Services

Summary

The Commercial Specialist provide the support to the Field Services Department which includes office and field support to employees.

Roles and Responsibilities

• Foster an environment of teamwork, compliance and continual improvement.
• Adhere to the Company's objectives, i.e. Safety, Quality, Environmental and Information Security
• Ensure compliance with departments standard operating procedures (SOP’s)
• Responsible for creation of all commercial proposals for Field Service Business Unit.
• Responsible for creation of the cost estimate/budget for proposal generation
• Manage Customer Relationship Management system (CRM) and maintain On Time Delivery of proposal generation (KPI).
• Receive, review and acknowledge purchase orders or contracts from customers to ensure correlation with proposal.
• Responsible to create, organize and maintain quotation and field service folders
• Responsible for creation of hand over documentation for projects execution from Commercial to Operations team.
• Maintain all entries related to field services in SAP and ensure the accuracy of the  data
• Responsible for initial revenue forecast of projects and report to the Field Services Commercial Manager
• Responsible for cost monitoring and financial analysis of projects under his/her assignment
• Assist with creation of customer change orders requests and receiving PO increases when needed.
• Ensure that all purchase orders or change orders are reflected accurately in SAP
• Responsible for creation of Purchase requisition in SAP, ensuring Purchase Orders to suppliers are issue
• Responsible for weekly of monthly billing of projects
• Responsible to review invoices from suppliers and process payment through SAP and CORA
• Participate in the weekly WIP finance review of projects
• Assist accounting department with Monthly, Quarterly, & Annual Closing, including accruals requests
• Assist accounting department with cash collection with any past due invoice reported in the AR aging report
• Participate in the review of current Standard Operating Procedures as part of the continuous improvement effort of the Field Service Business Unit
• Support Field Services Commercial Manager with any Financial and/or Client audits.
• Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Requirements

• A minimum of 3 years progressive experience in business operations related to executive level support within an organization is required.
• SAP experience
• Ability to travel to customer site up to 10% of time to support projects execution as needed

Preferred Skills

• Qualified candidates will possess excellent computer skills with a good experience working with all Microsoft Office applications (Word, Excel, PowerPoint, and Outlook).
• Smartsheet experience
• Possess great attention to detail with the ability to solve problems creatively.
• Ability to work in a multifunctional team. Adapt to changes

Physical Demands 

• Ability to sit and work in front of a computer for majority of the day.
• Minor lifting of files and/or boxes < 5 lbs.

Work environment

• Office environment with occasional assignment at customer site up to 10% of the time a year to support project execution.