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About the Job

The preferred candidate will possess proficiency in cloud-based database applications, specifically Salesforce.com, and must demonstrate experience in managing a broad spectrum of administrative and technical support tasks. This role is focused on providing excellence in customer service and an aptitude for problem-solving, alongside internal support. The position offers a competitive salary, full benefits, generous vacation, and more.

Responsibilities

• Manage Salesforce.com implementation for new client contracts, including:

• Creating accounts;

• Formatting Excel and CSV files for uploading customer equipment and service information;

• Ensuring that the pricing and billing information is correctly defined; and

• Working with clients and physicists to set up future services.

• Perform ongoing data maintenance to ensure that client assets are correct, including:

• Responding to physicist requests to add new items and update existing equipment

• Shifting the service schedule, based on changes in requirements, survey acceleration or delays, or accreditation renewal dates; and

• Responding to client requests for equipment replacements or removal.

• Create ad-hoc and one-time work orders for emergent work, making sure that the services and prices are consistent with issued quotes and purchase orders.

• Provide operational reports to ensure work orders are being processed efficiently and assist with follow up on overdue services.

• Close out fee-for-service and contract work orders to ensure work is appropriately invoiced and client portals and inventories are updated and accurate.

• Create reports and views, as requested.

• Sales Support.

• Create quotations and proposals for Sales Team and Regional Director to review.

• Attend Kick off calls with new/existing clients to gather information for accounts, (Billing information, Equipment Lists, Facility addresses, etc..).

• Assist the Sales Team with contract renewals by providing active asset and subscription reports, updating assets as requested, and updating pricing and billing information according to the new agreement.

• Accounts Receivable Support.

• Process and export work order information for billing.

• Edit and distribute imported invoices in QuickBooks, as necessary.

• Create and distribute QuickBooks memorized invoices.

• Respond to customer questions about invoices.

• Assist the collections team by responding to invoice questions and providing reconciliations.

• General Administrative Support.

• Answer phone calls and tickets through CRM Software (Zendesk) during working hours.

• Other tasks and projects as assigned.

• Participate in team and personal daily/weekly management metrics

Qualifications

• Database Management – Familiar with maintaining online databases such as Salesforce.com.

• Computer Skills – Extensive Excel experience, including formulas, lookups and formatting. Proficient with Windows, Word, Outlook, PowerPoint, and Adobe Acrobat.

• Problem solving – Capacity to identify problems, competently gather and analyze information, and independently resolve problems in a timely manner.

• Planning/Organizing – Aptitude to prioritize and plan work activities and use time efficiently. Ability to multi-task and switch gears quickly without losing focus on attention to detail.

• Discretion – Ability to maintain client privacy as well as confidentiality in all corporate, personnel, and administrative matters.

• Adaptability –Ability to adapt to changes in the work environment, manage competing demands, and deal with frequent changes, delays or unexpected events.

• Dependability - Reliably at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance.

• Flexibility – Ability to accommodate flexible work hours as needed.

Please Note: This role is an hourly position.

Fortive Corporation Overview

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions./p>

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

Fortive: For you, for us, for growth.

The salary range for this position is $34,100-$63,300 . Base pay offered may vary depending on various factors, including, but not limited to: job-related knowledge; skills; experience; and other eligibility factors such as geographic location. The Total Rewards package includes competitive base pay and an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and several programs that provide for both paid and unpaid time away from work.