Compliance Specialist - Installation

Duties

• Assist with the ongoing management of installer account data which is vital for business operations.
• Support account data management processes related to the submission new installer applications and maintenance of existing accounts.
• Manage the procedures for tracking certificate of insurance (COI) expirations and ensuring compliance.
• Aid in evaluating the need for new installers and obtaining necessary approvals.
• Support regular audits and related communication with installers.
• Sustain effective use of Salesforce Field Service, including user setup, mobile app help, work orders, and basic reporting.

Key Accountabilities

• Ensure continuous compliance and process improvement.
• Understand the documentation required for account creation, including COI and certifications.
• Understand the importance of record-keeping and adhering to quality control procedures.
• Support effective use of Salesforce Field Service (FSL) and related processes.

Requirements

• Associate’s degree in education, communications or technical field; or 4 years related experience and/or training; or equivalent combination of education and experience.
• 1-2 years’ experience in a customer-facing field, data analytics experience preferred.
• Experience with Salesforce or similar field service applications is preferred.
• Understand the importance of record-keeping and adhering to quality control procedures.
• Strong oral and written communication skills.
• Ability to present to small-medium sized groups.
• High level of organizational skills.
• Ability to communicate, motivate and cooperate with all levels of staff.
• Knowledge of reporting tools and data analytics including trend forecasting and demand planning.
• Knowledge of computer applications, including the Internet, Google platform, and Microsoft Office applications.
• Ability to manage and prioritize multiple projects.
• Detail oriented and thorough in completing work tasks.
• Must possess a valid driver’s license.