Operations Specialist III

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  This position is responsible for completing complex research on client accounts; is responsible for resolving bill payment edits and data, calculating and tracking billing discrepancies, in addition to working closely with other team members, vendors, and some direct client communication. Using multiple systems, the role resolves pre-identified errors and sends consolidated bills to payment

  
  

PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES: Leadership/ Financial Accountability/ Client Engagement/ Decision Making/

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  Searching each account for any payment inconsistencies or errors including, but not limited to:

  
  

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  One-time charges, miscellaneous edits, re-evaluate edits, deposits, etc.

  
  

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  Overlap (Rebill Edits)

  
  

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  Post consolidation reviews

  
  

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  Resolve exceptions on electronic file invoices

  
  

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  Collaborating with vendors to investigate and resolve:

  
  

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  Potential water leaks

  
  

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  Cost and consumption edits

  
  

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  Collaborating with vendors to investigate and resolve urgent disconnection notices, including, but not limited to:

  
  

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  Requesting extensions to protect accounts from negative action

  
  

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  Obtain any missing invoicing

  
  

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  Update/correct data as needed

  
  

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  Confirmation of payment settlement

  
  

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  Process urgent payment to secure safety from disconnection

  
  

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  Maintain accurate general ledger coding allocations, vendor codes and any other file related data

  
  

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  Perform manual consolidations as needed

  
  

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  Responsible for account and site creation as requested by clients

  
  

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  Perform FBI uploads

  
  

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  Ensure that follow-up, email, and correspondence are completed in a timely manner.

  
  

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  Follow standard operating procedures within these tasks

  
  

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  Perform other duties as assigned.

  
  

QUALIFICATIONS AND REQUIREMENTS: Education/ Certifications/ Experience/ Competencies/ Skills/ Abilities/ Other

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  Education/ Certifications/ Experience

  
  

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  High School Diploma or equivalent required

  
  

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  Requires 2+ years of clerical and/or customer related work experience

  
  

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  Basic understanding of general ledger coding and account set up preferred

  
  

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  Other combinations of experience/education may be considered

  
  

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  May consider a combination of relevant experience with educational and other skills and abilities in lieu of educational requirements

  
  

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  Competencies/ Skills/ Abilities

  
  

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  Must have excellent phone skills and customer service

  
  

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  Must have solid computer skills, including familiarity with Word, Excel, Outlook and Internet and several customized ENGIE Impact systems (including but not limited to Avi, Workflow)

  
  

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  Must be able to organize, prioritize, and use time management tools

  
  

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  Ability to demonstrate basic mathematical aptitude

  
  

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  Must have basic problem-solving abilities

  
  

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  Must be a team player, dependable and have a sense of ownership

  
  

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  Must be able to adapt to change easily

  
  

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  Ability to be proactive in order to provide superior service to clients

  
  

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  Basic understanding of ENGIE Impact services and offerings

  
  

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  Basic understanding of client accrual files and reporting

  
  

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  Strong verbal, written and interpersonal skills.

  
  

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  Other

  
  

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  Passion to drive Engie Impact's mission and values

  
  

WORK ENVIRONMENT:

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  Work schedules are determined by business need and manager discretion; full time employment is considered 40 hours per week

  
  

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  Health & Safety Working Requirements

  
  

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  Adequate working surface (can fit two monitors, a keyboard, mouse, and docking station)

  
  

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  Adjustable ergonomic chair

  
  

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  Proper Lighting

  
  

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  Heating, air conditioning and ventilation to create a comfortable environment

  
  

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  Appropriate internet and bandwidth to conduct business

  
  

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  Incumbent may be exposed to frequent noise caused by telephones, office machines, and nearby oral communications among fellow employees

  
  

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  As a global organization, attending meetings and events during early mornings and evenings may be required

  
  

REQUIRED PHYSICAL ACTIVITIES:

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  Extended Periods of Sitting: Ability to remain seated for long periods, with regular breaks as needed.

  
  

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  Visual Acuity: Ability to view computer screens and read documents for extended periods.

  
  

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  Frequent Use of Hands: Ability to use hands for typing, handling documents, and operating office equipment.

  
  

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  Communication: Ability to effectively communicate, both verbally and in writing, through various mediums including phone, email, and video conferencing.

  
  

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  Mobility: Ability to move within an office environment to access files, office machinery, and attend meetings.

  
  

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  Reaching and Handling: Ability to reach, handle, and manipulate objects and equipment within an office or remote workspace.

  
  

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  Occasional Lifting: Ability to lift and move items, such as files or office supplies, typically up to 10 pounds.

  
  

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  Flexibility: Ability to perform tasks that may require bending, twisting, or standing briefly to access materials or equipment.

  
  

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  Accommodations: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.