Operations Clerk II

Job SummaryThe Operations Clerk II is responsible for supporting branch operations through accurate data management, order processing, accounts receivable support, and resolution of customer and system-related discrepancies. The role requires strong analytical capabilities to investigate issues, cleanse and validate data, and ensure the accuracy and integrity of business transactions across multiple systems.This position demands a proactive, detail-oriented professional who can work independently, navigate multiple platforms (including ERP and CRM systems), and resolve both routine and non-routine operational issues with minimal supervision. The role plays a key part in maintaining billing accuracy, timely invoicing, and effective customer issue resolution across business units.Key ResponsibilitiesMaintain a safe, compliant, and efficient working environment aligned with organizational standardsCreate, process, and manage customer orders for quoted jobs or installations within SAP/ERP systems, including moderately complex and customized requirementsInvestigate, analyze, and resolve accounts receivable and billing discrepancies, ensuring timely and accurate resolutionReview, validate, and cleanse operational and customer data to maintain system integrity and reporting accuracyManage resolution of purchase orders flagged for non-compliance, ensuring adherence to business rules and customer requirementsSupport resolution of customer order issues processed through third-party systems or vendorsPerform non-routine operational tasks related to customer service, order management, and financial reconciliationCollaborate with internal departments and external stakeholders to ensure alignment, issue resolution, and service qualitySupport multiple business units simultaneously while prioritizing tasks based on urgency and business impactTravel RequirementsUp to 5% travel, as requiredEducation & Experience RequirementsHigh school diploma or equivalent with a minimum of 3 years of relevant experienceORBachelor’s degree with demonstrated capability in a comparable operational, analytical, or administrative roleRequired Skills & CompetenciesStrong analytical and problem-solving skills with a detail-oriented mindsetAbility to independently research, investigate, and resolve discrepanciesExcellent organizational and prioritization skills in a multi-tasking environmentStrong interpersonal and communication skills for cross-functional collaborationAbility to work with minimal supervision and manage complex or non-routine tasksSolid understanding of general business and operational processesProficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Teams)Experience working with ERP systems (SAP preferred)Familiarity with CRM or Field Service platforms (e.g., Microsoft Dynamics or equivalent)Ability to quickly learn and adapt to new systems and toolsCore Behavioral ExpectationsResults-Driven Performance: Consistently delivers high-quality outcomes using available resources efficientlyContinuous Improvement: Demonstrates commitment to ongoing learning and process enhancementCollaboration: Works effectively across teams and values diverse perspectivesAccountability: Maintains high personal standards and takes ownership of responsibilities and outcomes