Costing Coordinator

The Costing Coordinator at SafeStreets is a key member of the Direct Sales Support team. The Costing Coordinator must be an individual who is proactive and a self-starter. This individual must have a solid background in our CRM [Salesforce], understand the limitations, and provide manual costing assistance in these scenarios. This position is responsible for assisting in managing critical direct sales costing support by providing dealers and Evo reps with correct reporting, accurate funding, and all system billing related functions.

The essential functions and responsibilities for this position include (but are not limited to) the following:

• Conduct daily review of sales representative pay within CoPilot
• Review and process cases in the EVO Support Queue daily.
• Handle incoming calls from EVO representatives via the Hotline
• Provide CoPilot training and troubleshooting through phone and screenshare sessions.
• Consolidate data on recurring issues and report findings to management for resolution through programming
• Generate and manage reports, including but not limited to: Account status tracking, account management and chargebacks,
“Issues” report within CoPilot, Incentives tracking, finalized payroll reporting.
• Manage and distribute EVO pamphlets and marketing materials.
• Review accounts that have not paid their first month MMR and take appropriate action (e.g., create issues, apply deductions, or
process payouts)
• Assist the onboarding team by gathering necessary information and documents
• Responsible for responding to auditing of Direct sales accounts to review missing cut in dates and base funding
payables
• Responsible for costing of cut in accounts to ensure funding accuracy
• Responsible for escalating high level issues complaints, training related issues, and questions to the Direct Sales
Manager
• Responsible for auditing accounts for duplicate assets, equipment additions without escalation, and missing
funding
• Responsible for interacting with our Field Operations Business Performance Leaders to resolve all costing related
issues that arise at installation or service
• Responsible for reviewing, responding, and resolving all cases within the Dealer Follow Up Queue in a timely
manner and to our 5 star standard
• Responsible for processing: billing changes, rebates/refunds, ADT penalty fees, invalid Synchrony or Smart
Home Pay Payments, Base Funding Adjustments, System Removal tracking
• Responsible for generating and managing report related to billing changes and financial adjustments
• Responsible for chargeback report distribution to direct sales dealers and Evo reps
• Responsible for providing additional training to Dealers including, but not limited to: CRM training, reviewing
funding timeline and breakdown, how to process orders through the online catalog, etc.
• Other tasks reasonably associated with this position.

Job Description:

• Proven working experience in customer service
• Proficiency in MS Office and CRM software
• Must be flexible and open to the exchange of ideas with other members of the company including other members of management
and individuals at all levels of the company.
• Must have sufficient people skills to be able to interface with business owners, sales associates and vendors
• Must be highly motivated to attain company goals, both qualitatively and quantitatively.
• Must have strong verbal and written communication skills.
• Must have strong time management and planning skills
• Ability to build rapport.