Compliance Specialist - Installation

Duties

• Aid in the ongoing management of installer account data crucial for business operations.
• Support account data management processes such as the submission of new installer applications and maintenance of existing accounts.
• Manage procedures for tracking certificate of insurance (COI) expirations and ensure compliance.
• Assist in evaluating the need for new installers and obtaining necessary approvals.
• Support regular audits and related communication with installers.

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 adhere 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.
• 1-2 years’ experience in a customer-facing field, with data analytics experience preferred.
• Experience with Salesforce or similar field service applications preferred.
• Understanding of the importance of record-keeping and adherence 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.