Field Reporting Specialist

About the Role

Provide administrative and organizational support to the Customer Service, Branch Compliance, & Finance teams. Duties include general clerical work, coordination of field technician information, supervision, assistance with the field technician invoicing process (including direct communication with field technicians), and special departmental projects.

Responsibilities

• Assess field technicians’ information and data for accuracy, enter the information into the company’s systems, and keep the field technician’s information current and up to date in the company’s database.
• Meet or exceed minimum required KPI standards for the job:
  • Acquisition of new field technicians under contract on a quarterly and annual basis.
  • Contract administration time: percentage of time spent from initial contact to signed agreement and uploaded into Great Plains.
  • Percentage of renewals.
  • Field Technician labor and trip charge percentage of increase and decrease.
  • Field Technician rating process updated and complete.
• Communicate and/or negotiate with existing and new field technicians to obtain and manage field technician information necessary for the company to be fully compliant.
• Retrieve, assess for accuracy, and escalate all field technicians' past due invoices for payment, correction, or resolution. Follow the process until the invoice can be submitted for payment or denied.
• Resolve any field technician’s non-compliance issues with regards to policy, procedures, and performance.
• Maintain and update field technician’s internal database mapping and software.
• Perform special projects and other duties as assigned.
• Maintain a positive work atmosphere by acting and communicating in a manner that fosters good relationships with customers, vendors, co-workers, and management.

Requirements

• 1+ years of experience in the industry (preferred).
• Excellent written and verbal communication and problem-solving skills.
• Proficient in Microsoft products, including Excel, Word, and Outlook.
• Functional and working knowledge of computers.
• Must pass pre-employment background check and drug screen.

Skills

• Some experience with field technicians in the security-related industry.
• Ability to read and understand basic documents.
• Effective time management and organizational skills.
• Strong communication skills, both verbal and written, along with good mathematical skills.
• Understanding of basic security-related products and skills.
• Professional and polished in both appearance and speech.

Benefits

• Comprehensive benefits: health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
• Work-life balance: generous paid time off for rest, family, and self-care.
• Career growth: continuous learning, mentorship, and leadership training, including access to CBX University, our in-house development program.
• Supportive culture: innovation, creativity, and teamwork are at the heart of everything we do.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and see. The employee frequently is required to stand; walk; use hands to handle or feel; and reach with hands and arms.

Work Environment

This job operates primarily in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. May occasionally require driving to project sites.