C&I Customer Service Representative

Culligan By WaterCo is seeking a C&I Customer Service Representative to manage the setup and billing process for new commercial and industrial customers. This role involves coordinating installations, processing project-related billing, and ensuring a smooth onboarding process for commercial accounts.

Responsibilities:

• Set up new commercial customers in the system, ensuring all required information is accurately captured
• Work closely with sales, operations, and finance teams to facilitate a smooth onboarding process for commercial accounts
• Schedule and coordinate installations and Service for new commercial projects, ensuring alignment with internal teams and external vendors
• Communicate installation timelines and requirements with customers and field service teams
• Monitor installation progress and address any issues or delays as they arise
• Relay Job Package and equipment details to be ordered by branch for commercial projects based on project specifications and requirements
• Track equipment shipments, confirm deliveries, and coordinate with service teams to ensure availability for installations
• Set up Progressive Payments individual projects
• Generate and process invoices for commercial projects, ensuring accuracy and compliance with contractual agreements
• Manage progress billing for large-scale commercial installations, tracking payment milestones and issuing invoices accordingly
• Coordinate with customers and internal teams to resolve billing discrepancies and ensure timely payments
• Maintain accurate records of all billing transactions and customer accounts

Requirements:

• High school diploma required
• 2+ years of experience in commercial billing, customer account management, or a related role
• Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite
• Strong organizational and problem-solving skills with the ability to manage multiple projects simultaneously
• Knowledge of progress billing and commercial project invoicing processes
• Excellent communication and interpersonal skills for coordinating with internal teams and external customers
• Strong attention to detail and accuracy in billing and data management
• Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field preferred
• Experience in project coordination or commercial installations is a plus
• Familiarity with commercial service agreements, equipment procurement, and job costing is preferred