The Site Level Project Leader will provide world class start-up leadership for large, high-profile orders of Liebert power equipment. The PL is the primary Vertiv Service representative for large jobs, from factory testing, through start-up, site acceptance testing, and project completion. The PL is required to establish, promote and maintain excellent rapport with all customers, co-workers, sales representatives and others as appropriate. The PL is also required to maintain continuous communication with CRC, Area/District Offices, and Area Managers.DUTIES & RESPONSIBILITIES: ROLE § Relies on extensive experience and judgment to plan and accomplish work related goals § Requires no direct supervision § Leads and directs the work of others § Provides guidance to others on complicated situations § Factory certified on a variety of products that interact with Liebert systems: o Expert working knowledge of Electrical Power Distribution, Generators, Switchgear, Automatic Transfer Switches, et al. § Represent Service at all post-sale, customer and contractor meetings for projects which the PL is assigned to by the Area Manager § Coordinate start-up and site testing activities for assigned projects before it begins o Review site testing requirements and service items provided on the sales order o Review customer or third-party test procedures, match to what was sold with the order o Assist and recommend man-power needs for the job o Gather all documentation for job (submittals, as-built drawings, in-house test procedures) o Tag equipment and open start-up & site testing tickets o Initiate SFA requests for custom made test procedures, when provided by Vertiv Service and sold with the equipment § Attend Factory Witness Testing for assigned projects, represent Service in front of the customer, contractor, and consultant § Assist contractors as required during installation of assigned projects o Coordinate Pre-Site meetings with contractor o Visit site on regular basis as agreed upon, typically once per week for large jobs o Provide phone support to contractor for technical questions during installation § Support start-up and site testing activities for assigned projects o Ensure sufficient man-power on site each day to perform start-up and site testing work o Assist during start-up and site testing as necessary, depending upon man-power availability and site location o Provide first level of tech support assistance to speed up problem resolution o Arrange proper test equipment and heavy equipment (such as load banks), ensure all is on site at the times required o Monitor start-ups for timely completion, work with sales rep and District Manager on providing quotes for additional services not paid for, or excess labor requirements resulting from delays beyond Service control o Provide daily status reports to Service management and sales rep o Support District Offices, or Power Technical Support, as requested even for projects not directly assigned to by the Area Manager o Assist or coordinate PM's for large customers, as requested by District Manager o Provide phone or on-site support for remedial services calls o Provide a first line of high-level technical support on-site for critical customer problem resolutions o International start-up or support as requested by Power Technical Support or Field Management TECHNICAL § Provide On-the-Job training and on-site direction to associates for assigned projects § Conduct field customer training for assigned projects as required § Communicate with National Technical Support on equipment issues § Keep current on Safety Bulletins, Safety Field Change Notices, Field Change Notices, and Service Tips SAFETY § Operate in a safe manner in accordance with published safety guidelines § Must wear appropriate PPE as per company guidelines and accordance with job duties § Adhere to work hours policy guidelines - "14 hours rule" § Report all work related accidents or injuries within 24 hours to the appropriate personnel § Must be a role model to fellow associates with regards to safety by setting a positive example § Point out potentially unsafe conditions to a customer or contractor, as necessary and based on extensive experience, with the authority to halt work on a project until conditions are corrected ADMINISTRATION § Coordinate assigned project completion, customer training, and close-out o Provide all test data and start-up reports in a final package to the customer o Coordinate any additional training bought with the sales order, provided either by the Customer Engineer, Power Tech Support, or the Project Leader directly § Provide Time and Material quotes for customers or contractors for assigned projects, as necessary § Coordinate subcontracted services and equipment rentals for assigned projects, provide purchase orders to vendors as required § Gather all Service revenue (sales order and any additional PO's) & costs (labor, equipment, and subcontracted) for assigned projects and report to Power Technical Support for regular profit/loss reports to Service management § Review and process submittal drawings § Log all technical support telephone calls § Provide accurate and timely reporting in accordance with published guidelines o Time cards, expense reports, mileage reports, ticket closure, forms, et al. § Maintain company property according to company policies o Vehicle, credit cards, PPE, test equipment, laptop, pager, et al. CUSTOMER SATISFACTION § Provide proper and adequate communication to internal and external customers § Provide estimated time of arrival to the customer or contractor where applicable § Coordinate and attend customer or contractor meetings as required § Maintain customer satisfaction rates according to company guidelines PERFORMANCE § Complete all work in an efficient and timely manner § Capable of making strong decisions, technical and commercial, under pressure § Properly evaluate site and equipment for appropriate billing status § Maintain productive utilization rate according to company guidelines § Adhere to company dress code and safety regulations § Understand and comply with company startup/escalation process and procedures § In all aspects of job requirements, must lead by example, and conduct themselves in a higher standard. Must act and perform as a role model to all field associates § Maintain proper and adequate level of internal communications § Ability to communicate with all levels within the organization -Managers, co-workers, Support Services, sales, electronic communications, et al. § Conduct themselves in a high degree of professionalism, and of service delivery § Ability to handle stressful situations and provide a calming effect to customer § High level of diplomacy when interacting with internal and external customers KNOWLEDGE, SKILLS & ABILITIES: • Required experience (one or more of the following) o ASEET - preferred o ASMET o Six years military experience in a related field o Equivalent industry experience • Job progression requirements o Minimum 5 years Project Management experience o Product certifications and field knowledge assessment up to date in accordance with job level (refer to job progression chart) o Meet all aspect of your current job description • Interpersonal Skills o Professional o Reliable o Team Player • Mastery of electrical / electronic test equipment and theory • Must be able to read and interpret electrical one-line diagrams and blueprints • In all aspects of the job, need to lead by example, and held to a higher standard of conduct o Product certifications up to date o Meet all aspects of the job description o Performance evaluation rating of meets all aspects of job requirement or better o Consistent performance and customer relation skills • Technical skills o Ability to make an immediate site evaluation, skills to include: environmental temperature, and general operating conditions without supervision o Ability to summarize and report all work related tasks performed o Ability to give technical assistance via the telephone to customers on a regular basis o Provide phone or on-site technical support to junior level associates o Independently evaluate, recognize and recommend acceptable customer solutions based upon site evaluation o Recommend and direct activities at a customer site by leading technical activities of other technicians o Provide on-site customer consultation, must be able to present themselves as an expert in the field o Capable of providing project leadership and on-site direction for assigned projects o Provide expert site evaluation for Liebert Power Products and related systems o Assist Liebert Engineering and National Tech Support with site evaluations, site visits, and recommendations/solutions as required o Expert in site acceptance testing procedures and equipment • Strong skill sets: o Strong communication skills § Ability to communicate with all levels within the customer organization § Strong verbal communication § Excellent written skills o Able to manage stressful situations o Diplomacy o Troubleshooting skills o Safety procedures o Strong organizational and planning skills o Excellent time management ability, capable of working without direct supervision o Computer skills § Advanced word processing, report generation § Spreadsheet processing § Electronic mail § Test equipment and data analysis programs § Familiarity with computer networks o Mechanical aptitude WORKING CONDITIONS: • Minimum of 90% domestic travel is required. • International travel as directed by Power Technical Support or Field Operations • Hour/Day on-call availability through a national paging system • Flexible schedules (weekends, evenings, and holidays) • Valid driver's license • Due to the safety sensitive aspect of the role, candidates are required to successfully pass a drug test prior to employment. In addition, you will also be required to complete and pass a pre-employment background check and a motor vehicle records check. • Valid U.S. passport required • Deployable in the event of emergenciesPHYSICAL REQUIREMENTS: While performing duties of the above jobs, the associate is regularly required to stand, walk, use hands and fingers, handle or feel objects, tools or other components; reach with hands and arms; stoop, kneel, crouch, or crawl; talk, hear and smell. The associate frequently is required to sit and climb or balance. Specific vision abilities required by this job include close vision, distant vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Must be able to consistently lift up to 50 pounds and occasionally up to 75 pounds.Notes: Vertiv will make reasonable accommodations whenever necessary for all qualified employees or candidates with disabilities (as defined by applicable law), provided that (1) the individual is otherwise qualified to safely perform the essential functions of the job and (2) such accommodations due not impose an undue hardship.At Vertiv, we offer the stability of a global leader in a growing industry and the opportunity of a startup. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments. With $5.0 billion in revenue, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people.The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion.OUR STRATEGIC PRIORITIES • Customer Focus • Operational Excellence • High-Performance Culture • Innovation • Financial StrengthOUR BEHAVIORS • Own It • Act With Urgency • Foster a Customer-First Mindset • Think Big and Execute • Lead by Example • Drive Continuous Improvement • Learn and Seek Out Development Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to [email protected] No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, O, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Customer Service Advocate - Accounting Specialist

Daxko, Birmingham

Company DescriptionDaxko's mission is to power health and wellness throughout the world. We provide solutions, services, and insights for the health and wellness industry to engage members, deliver delightful experiences, and improve the businesses we serve. Job DescriptionDo you know what it takes to deliver a WOW customer experience? Are you passionate about Customer Service? Daxko's Customer Service Team is looking for a WOW-provider to support its Operations and Accounting software. We need someone with personality and versatility that can take initiative, manage team projects, build rapport, and build lasting client relationships. Think you're up to the task? The Customer Service Advocate - Accounting Specialist reports to the Customer Service Team Lead on our Nonprofit Daxko product.What you'll be responsible for...Talk the Talk. Effectively communicate with staff at all levels in an organization and more specifically with CFOs, accountants, business managers, and auditors.Answer the S.O.S. Answer product questions and clearly explain technical concepts to a non-technical audience. Show them the way. Help customers better utilize our software by providing best-practice consulting and on the spot product training.Fix problems. Be prepared to investigate and diagnose system issues via research and testing. Own it. You'll need to think for yourself, take initiative, and act innovatively to help our customers and Daxko succeed.Hit the bulls-eye. You'll have goals around call volume and quality. Aim high...Share your stats. We don't need to know your shoe size, but we will need you to report on various performance metrics.Never stop learning. Participate in team trainings and professional development opportunities in order to become an expert.QualificationsRequired Skills/Abilities:Accounting knowledge is a mustSelf-starter mentality with the ability to take ownership of individual workStrong interpersonal and communication skillsStrong computer and multi-tasking skillsCreate, build, and maintain relationships and rapport with clientsIdentify complex problems and information to develop and evaluate options and implement solutionsAbility to work comfortably in a fast-paced, high-volume call center environmentAbility to handle stressful situations or dissatisfied customersTrain and teach others how to use product(s)Availability to work 8 hours each day, Monday through Friday with periodic on-call timeRequired Education and Experience:Bachelor's degree with an Accounting Major/Minor or related field OR two (2+) years of accounting experiencePreferred Education and Experience:Bachelor's degree with an Accounting Major/Minor or related field1+ years of relevant experienceCustomer Service ExperienceTechnical, help-desk, or support experienceExperience using a CRM software, such as SalesforceAdditional informationOur company, with a culture of collaboration, action, and entrepreneurship, has a well-deserved reputation of providing "career defining" opportunities for team members willing to pursue them.With a high value placed on taking care of our customers and our team members, we have frequently been recognized locally and nationally as best workplaces.We truly care for our team members, and this is reflected through our offices, benefits, and great perks. Some of our favorites include:Flexible paid time off Affordable health insurance options8 paid holidays + 1 floating holidayMonthly fitness reimbursement401(k) matchingCasual work environmentPlenty of free food and caffeineAll your information will be kept confidential according to EEO guidelines.