Position Summary The Customer Coordinator plays a critical role in supporting billing and collections processes by ensuring the accurate creation, verification, and management of work orders, purchase orders, and related account information. This position works closely with Operations and the Accounts Receivable team to validate details, resolve discrepancies, and maintain precise billing records. Additionally, the Customer Coordinator supports collection efforts and prepares reports that help strengthen customer relationships and reduce Days Sales Outstanding (DSO).
Key ResponsibilitiesWork Order Management (Designated Divisions)
Ensure accurate and timely billing by managing the work order lifecycle from initiation through final verification.
The Customer
Coordinator creates work order shells in the Harvest WS system for Account Managers to complete, ensuring all required documentation is properly attached. Once finalized, the Coordinator reviews each work order for completeness, accuracy, and compliance with contract terms.
This includes generating purchase orders for billable work and collaborating with Operations and Finance to resolve any discrepancies. Through consistent follow-up and clear communication, the Coordinator ensures invoices are processed accurately and on schedule.
Responsibilities include:
- Respond promptly to incoming customer work order requests.
- Create work orders accurately and within required timelines.
- Generate proposals as needed.
- Create purchase orders for billable work.
- Verify work order details by coordinating with Operations and Management to confirm pricing, scope, and supporting documentation.
- Track open work orders and follow up with internal teams to ensure timely completion.
- Provide regular status updates to the AR Manager and Director of Finance.
- Maintain professional and timely communication with customers via email and phone.
- Create plant credits as directed by Operations.