Field Reporting Specialist

Cook & Boardman Group•Bedford Heights, OH

About The Position

Provide administrative and organizational support to the Customer Service, Branch Compliance, & Finance teams. Duties include general clerical, coordination of field technician information, supervision, and assistance with the field technician invoicing process, to include all direct communication with field technicians, and special departmental projects. This role also supports the recruitment and onboarding of new subcontractor field technicians to ensure adequate coverage across all service areas. In addition, the role assists with outreach, screening, and documentation collection required for bringing new subcontractors under agreement. Essential Functions Proactively identify, source, and engage prospective subcontractor field technicians through outbound outreach, referrals, online platforms, and industry networks to support branch staffing needs. Conduct initial screening conversations with potential subcontractors to assess qualifications, service capabilities, coverage areas, and compliance readiness.Coordinate the subcontractor onboarding process including document collection, agreement preparation, and ensuring all compliance requirements are met prior to activation.Build and maintain a pipeline of qualified subcontractor field technicians to support current and future business demands. 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 data base. Meet or exceed minimum required KPI standards for the job as follows. KPI - Acquisition of new field technicians under contract on a quarterly and annual basis. KPI - Contract administration time. Percentage of time spent from initial contact to signed agreement and uploaded into Great Plains. KPI - Percentage of renewals. KPI – Field Technician labor and trip charge percentage of increase and decrease. KPI – Field Technician rating process updated and complete. Communicate and or negotiate with existing field technicians’ as well as new field technicians to obtain and manage field technician information necessary for the company to be fully compliant. Retrieves assess for accuracy and escalate all field technicians past due invoices for payment, correction, or resolution. When resolution or correction is necessary, follow the process until 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 so that you get along with customers, vendors, co-workers, and management. Other relative duties as assigned

Requirements

1+ years of experience with the industry, preferred
Excellent written and verbal communication skills and problem-solving skills
Proficient in Microsoft products, including but not limited to Excel, Word, and Outlook
Functional and working knowledge of computers
Must pass pre-employment background check and drug screen

Nice To Haves

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

Responsibilities

Provide administrative and organizational support to the Customer Service, Branch Compliance, & Finance teams.
Coordinate field technician information.
Supervise and assist with the field technician invoicing process, including direct communication with field technicians.
Support recruitment and onboarding of new subcontractor field technicians.
Assist with outreach, screening, and documentation collection for new subcontractors.
Proactively identify, source, and engage prospective subcontractor field technicians.
Conduct initial screening conversations with potential subcontractors.
Coordinate the subcontractor onboarding process.
Build and maintain a pipeline of qualified subcontractor field technicians.
Assess field technicians’ information and data for accuracy and enter it into company systems.
Meet or exceed minimum required KPI standards.
Communicate and negotiate with field technicians to manage information for compliance.
Retrieve, assess, and escalate past due invoices.
Resolve field technician non-compliance issues.
Maintain and update field technician’s internal database mapping and software.
Perform special projects and other duties as assigned.
Maintain a positive work atmosphere.