Job Summary:
Maintains database by entering new and updated customer and account information. Prepares source data for computer entry by compiling and sorting information. Establishes entry priorities. Processes customer and account source documents by reviewing data for deficiencies.
Supervisory Responsibilities:
Duties/Responsibilities:
Maintains database by entering new and updated customer and account information.
Prepares source data for computer entry by compiling and sorting information.
Establishes entry priorities.
Processes customer and account source documents by reviewing data for deficiencies.
Resolves deficiencies by using standard procedures or returning incomplete documents to the team leader for resolution.
Enters customer and account data by inputting alphabetic and numeric information on keyboard or optical scanner according to screen format.
Maintains data entry requirements by following data program techniques and procedures.
Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data.
Combines data from both systems when account information is incomplete.
Purges files to eliminate duplication of data.
Tests customer and account system changes and upgrades by inputting new data.
Secures information by completing database backups.
Maintains operations by following policies and procedures and reporting needed changes.
Maintains customer confidence and protects operations by keeping information confidential.
Contributes to team effort by accomplishing related results as needed.
And all other duties assigned.
Project Close out: Once the installation is complete Prepare each project for a close out package to be sent to the customer in a timely fashion.
Complete Site Capture with installation photos.
Create the panel layout in Enphase.
Send close out package to customer
Update CRM accordingly.
Customer Updates: Ensure the customer is updated with the progress of their installation. Possible delays or rescheduling,
CRM – Update the CRM confirming all required fields are completed, with customer updates, service calls attended etc.
Credit Card receipts: record all credit card purchases for operations according to company policy.
Materials:
Placing orders for materials with proper vendors.
Allocate purchase orders and sales receipts to projects in QuickBooks.
Requirements
Organization skills
Quickbooks
Attention to detail and Confidentiality
Knowledge of office computer systems and software
Experience working in data entry software and maintaining detailed information.
Proven experience as data entry clerk
Fast typing skills
Strong written and communication skills with clients and customers
Excellent knowledge of google docs.
Basic understanding of databases
Good command of English both oral and written and customer service skills
Great attention to detail
Physical Requirements:
Benefits
Long term stability in a fast-growing industry
Competitive compensation,
Paid Holidays
401k plan supported by a company match,
Company paid and voluntary Life & Disability
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
The satisfaction of knowing they are working for an organization leading the way in clean energy initiatives and much more!
Prosolar Systems is an equal opportunity employer committed to diversity in the workplace. 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 factor protected by applicable federal, state or local laws. Individuals who require reasonable accommodation under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources.
Prosolar Systems is a company serving USVI, Florida, California and Puerto Rico. We have a passion for solar energy and for how it can dramatically reduce utility bills and provide families with energy independence.
