ClearBridge Technology Group is a national technology consulting, staffing, and services company operating across the Domestic U.S. ClearBridge helps customers meet strategic technology, business, and staffing challenges with comprehensive service offerings that include professional services support, custom project teams, program and project management, and business analysis and strategy.
Due to consistent growth, ClearBridge is seeking a detail-oriented and organized Back Office Support Specialist to manage the scheduling of field consultants and ensure seamless implementation and training of POS systems for our clients. This role requires strong communication and multitasking skills as you will be responsible for scheduling technicians, coordinating with clients, and handling all aspects of billing and invoicing.
Key Responsibilities:
Scheduling & Field Coordination:
- Manage and maintain the scheduling of field technicians for POS service requests and training.
- Coordinate technician availability, travel, and time management to ensure timely project execution – via phone, slack and email.
- Monitor ongoing schedules and make adjustments as needed to accommodate last-minute changes or client requests.
- Ensure that all implementation and training schedules align with project timelines and client expectations.
Client Communication & Support:
- Serve as the primary point of contact for our client throughout the implementation and training process.
- Confirm and communicate scheduling details with client and field consultants.
- Address client inquiries, concerns, and schedule changes in a professional and timely manner.
- Provide ongoing updates to clients regarding project progress and follow-up on post-implementation questions.
Billing & Invoicing Management:
- Generate, review, and send invoices to clients accurately and in a timely manner.
- Weekly reconciliation of ClearBridge timesheets to client reports
- Approval and reconciliation of field technicians expense reports
- Calculate weekly payroll for field technicians based on approved timecards.
- Track and manage all billing cycles, ensuring compliance with company policies.
- Follow up with clients on outstanding payments and resolve any billing discrepancies.
- Maintain detailed records of invoices, payments, and client communications.
Required Qualifications:
Scheduling & Coordination Expertise:
- Proven experience in managing schedules and coordinating with field teams.
- Ability to prioritize tasks and manage multiple projects simultaneously.
- Comfortable working in a fast-paced environment and utilizing multiple forms of communication – Slack, phone, email.
Client Relationship Management:
- Strong interpersonal and communication skills, with the ability to build and maintain positive client relationships.
- Ability to handle client escalations with empathy, professionalism, and problem-solving skills.
Billing & Financial Accuracy:
- Experience with billing, invoicing, and maintaining accurate financial records.
- High level of attention to detail and accuracy in financial processes.
- Basic knowledge of accounting and invoicing systems.
Organizational & Time Management Skills:
- Ability to work independently and stay organized under pressure.
- Strong problem-solving skills and ability to adapt to changing priorities.