Data Compliance Specialist II

We are a full-service HVAC building automation chiller and retrofit contractor with a reputation for combining high-quality consulting services with customized energy solutions. Our integrated single-source solutions include turnkey in-house capabilities with design assistance as well as engineering applications and automated control systems.

This position is responsible for performing advanced customer and site data management functions while ensuring compliance with company standards and procedures. The Site Data Compliance Specialist II serves as a resource for customer account structures supports data quality initiatives and assists in resolving complex customer site billing and hierarchy discrepancies across multiple branches and departments.

Perform all duties of the Data Compliance Specialist level I position.
Review and process complex customer and site setup requests requiring additional research or validation.
Analyze customer account structures to ensure alignment with company data standards and procedures.
Research and resolve customer billing service location contact and hierarchy discrepancies.
Identify duplicate customer or location records and assist with consolidation efforts while preserving data integrity.
Support routine audits of customer and location records to identify inaccuracies missing information or inconsistent naming conventions.
Assist in developing documenting and improving data entry procedures and quality control measures.
Provide guidance to branch personnel regarding customer setup requirements account structures and data standards.
Monitor request queues and assist with prioritizing work to support timely completion of branch requests.
Generate or assist with reports related to request volume data accuracy open items and cleanup initiatives.
Provide onboarding support and process training to new team members as needed.
Other duties as assigned.

High school diploma or GED required; Associate degree preferred.
3 years of administrative customer master data contract administration service operations billing or related experience.
Strong understanding of customer account setup customer hierarchy and data maintenance processes.
Strong analytical research and problem-solving skills.
Excellent oral and written communication skills with the ability to work cross-functionally with multiple departments.
Intermediate to advanced working knowledge of Microsoft Office applications including Excel and Outlook.
Ability to work independently and make decisions within established guidelines.
HVAC service operations billing or contract administration experience a plus.

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Compensation Range: $31 - $37 per hour

Benefits: We are committed to providing employees a comprehensive benefits package which includes medical dental and vision coverage along with health savings and flexible spending accounts life insurance disability a 401(k) Savings Plan College Coach and employee assistance program.