Equipment Operations Specialist

About Us

Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education. For more than 140 years, Johnson Controls has delivered performance where it really matters. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results, and help move society forward.

About the Role

Under general supervision, the Equipment Operations Analyst coordinates equipment contract scheduling, revenue forecasting, billings, collections, vendor purchases, and subcontract creation with guidance from the Project Owner / Equipment Sales Agents.

• Partners effectively with the Equipment Operations Team Manager(s) to ensure financial commitments are met monthly, quarterly, and annually.
• Ensures work performed is in compliance with state, local, federal, and legal requirements and operates with the highest of ethics; all work is completed in a reasonable timeframe.
• Analyzes and assesses operations agent team performance and makes adjustments as needed to enhance operations performance in a cost-effective manner.
• Develops relationships with customers and vendors/subcontractors to facilitate effective management of accounts payables and accounts receivables.

Responsibilities

• Answers customer inquiries and resolves or escalates issues, as appropriate.
• Supports booking of all equipment contracts, including stock chiller process, ensuring accuracy on addresses, tax, terms, and monitoring equipment contract booking, approvals, holds; assists in resolving with Contract Accounting.
• Monitors all communication holds, credit legal holds, CRSD, entry of updates, shipping holds, alerts, and factory communications to ensure prompt reconciliation of issues.
• Places orders with commercial factories and/or 3rd party vendors, answers questions from vendor/subcontractors, and communicates with the team on any issues needing attention.
• Supports SAE/EQ Sales Agents in the release/processing of applied equipment; reviews orders and resolves non-configuration/technical order processing errors in IIS.
• Coordinates contract scheduling to align backlog to plan and forecast; follows up on tasks to ensure completion in an established timeframe (e.g., vendor/subcontract invoices, billing, material purchases) to meet monthly financial commitments.
• Assists with the initial creation of favorable schedules of values and reviews with SAE; monitors equipment shipment reports to perform billing timely and in accordance with terms and conditions and shipping terms; ensures EW billing is accurate.
• Processes credits and obtains approvals as necessary.
• Develops and maintains viable long-term relationships with customers, factory contract operations, and vendors.
• Participates in business review meetings by preparing and discussing critical contract information pertinent to current profitability status (e.g., AR disputes, slippage issues, un-booked change orders, billings).
• Researches and follows up on questions identified during monthly business (backlog) review.
• Issues SR for Start-up and assists in coordination of service turnover with CSA.
• Resolves collection issues or facilitates escalation on scope issues (with SAE) and follows up to clean up invoice disputes.
• Ensures all customer contact information required to support customer satisfaction activities is entered in appropriate BSNA tools.
• Facilitates certified payroll reporting for PCATS via communication with CSA as required, and any other contractual requirements related to back-office processes.
• Upon equipment contract completion, reconciles all contract close-out activities monthly, including validation of start-up (PCAT) with the service department.
• Facilitates administration of warranty claims on any equipment-related items; coordinates with service and centralized warranty team to ensure the customer is served and the warranty claim is fully processed.
• Ensures all BSNA standard tools, processes, and programs are followed to optimize JCI profitability.
• Performs other duties and administrative activities as assigned.

Requirements

• High school diploma or equivalent required, plus a minimum of two to five years of industry experience managing or supporting operations teams and/or scheduling.
• Ability to perform work independently and demonstrate solid organizational and attention-to-detail skills.
• Strong interpersonal skills to effectively communicate with both internal and external clients.
• Ability to simultaneously handle a large and diverse number of projects, tasks, and issues with tact, cooperation, and persistence.
• Able to prioritize work activities based on financial impact to desired business goals.
• Able to influence diverse teams to accomplish tasks/goals.
• Proficient computer skills in the following applications: Advanced Microsoft Word, Excel, Access, PowerPoint, and Internet business applications.