- – Respond to customer inquiries via phone, email, and chat promptly and professionally
- – Resolve customer complaints and issues to ensure satisfaction and retention
- – Maintain accurate records and collaborate with team members for service excellence
- – Set up and maintain project job numbers and client profiles in Jonas.
- – Coordinate monthly billing percentages and prepare Construction Management billings.
- – Apply client payments, process deposits, and monitor outstanding accounts.
- – Develop and maintain pricing models to support financial planning and forecasting.
- – Analyze financial performance, identifying trends and opportunities to improve profitability.
- – Collaborate with teams to support pricing decisions and enhance financial governance.