You will be responsible to drive SPOT growth within the business through direct involvement in the delivery, billing, and reporting processes. You will have day to day interaction with key members of the service team (FSS, FSS, FSL, SBL, RGM), customers, and suppliers. You will lead continuous improvement initiatives including enhanced use of estimating and tools for digitization.
Our customers value our ability to deliver quotes quickly and efficiently as part of our service delivery.
Key focus areas : SPOT Delivery
- Customer setup (if new) including verification of customer information in SAP / NEX / CPQ
- Generates work order with dispatch, books RQ as needed (Ensures proper assigned to, customer name, scope, and PO is entered)
- Ensures proper documentation is received, COI / SOV's / Signed Documents are returned
- Informs field of work order information, verifies schedule for delivery, communicates schedule to customer
- Orders, receives, and coordinates all material for the job
- Issues PO's, mobilizes, schedules subcontractors (w / input from field)
- During project, start the process of ensuring all material / subcontractor / others costs are processed and transacted to the job prior to closure (including follow up with suppliers to ensure costs are correctly captured)
- Ensures 100% completion of work in the field with field staff
- Finalizes work order to include all costs, work description, etc. are in.
- Completes work order in FX / FSL (w / input from field team)
- For larger or quoted SPOT jobs, liaise with administration team to complete progress billing
- Verifies the work order is closed and exported in CPQ
SPOT Close Out and Billing
Ensures work order closure and correct action by Business Support CenterMonitors billing reports and unbilled to ensure the job has been correctly processed and billedSends invoices to customer as needed.Follows up with customer (when needed) to ensure paperwork / invoice received.Checks on satisfaction of job as needed.Ensures cash collection and follows up on disputes as needed.Financial Reporting
Report monthly performance of team for spot work including unbilledComplete job forecasting (if required) and overall job monitored for cost against the estimateEscalate items as needed to FSS / FSL if not tracking to target or estimate
Work Digitization
Promote and enhance NEX / CPQ adoption and use of NEX / CPQ across the teamsSupport implementation of additional work digitization activities and act as local champion for these initiativesKPI Achievement
Success in this role will be demonstrated through achievement of business financial metrics including SPOT order and margin targets, billing and collection targetsThe role will also positively contribute to our customer satisfaction metricQualifications, Experience and Knowledge
Bachelor's degree3 years' work experience in professional business environmentExcellent computer skills including proficiency in MS Office (Word, Excel, and PowerPoint)Good written and oral communication with strong attention to detailBasic project management skills including task prioritization, scheduling, cost management and reportingAbility to follow instructions and identify opportunities for improvementWe also value
Previous industry experiencePrevious technical / installation experiencePrevious customer service experienceBachelor's degree or technical / professional certificateGood presentation skillsInternal sales or account management experience
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