Main contact for new install projects for the National Accounts team. Once the project is sold and equipment is ordered, the Project Manager handles the installation from beginning to end. Working directly with the General Contractor to schedule accordingly to meet job milestones. It is our responsibility to ensure the installer meets those dates by coordinating shipments, deliveries and monitoring installation progress. Approve invoices as installations are completed. Request quotes for additional work and submit change orders for parts/equipment as needed.

Coordinate service calls with the dispatch team. Prepare and submit service billing invoices once work has beencompleted. Process returns for excess or defective material. Follow-up on warranty claims to ensure all informationand documentation has been provided. Ensure that credits have been issued and applied to the customer account.Coordinate equipment startups with the customer and our service team. Collect completed documents and invoice theservice request. Assign monthly activities and run weekly service reports for special accounts.

Process requests for new connected chiller startups and upgrades. Review Site Setup forms by verifying that all accountand asset information is valid in Nxgen. Create and maintain the SalesForce case assigned to the new site uponapproval. Order necessary hardware and keep track of shipments from AOMS and Intwine in both the SalesForce caseand on the Nxgen Account. Once the chiller is connected at the site, we confirm that all steps have been completed, andagain update Nxgen and close out the SalesForce Case. We then generate the customer credentials for the ConnectedFacing Dashboard and send them a welcome email along with their password, login instructions, and quick referenceguide to using the dashboard. Track the status of Offline Chillers with Ingesto and on the Connected Equipment Dashboard. Create Service Requests in Nxgen and Escalation Notifications in Salesforce. Update a PCAT report for all New Chiller shipments so that we can monitor how many are getting connected,the current status, and how long it’s taking to complete. Monitor a joint inbox for the Advocates where branches can send questions, status, updates or notifications,etc.

Coordinated the industrialization activities of new product development from engineering to manufacturing and release. Ensured the communication of the project deliverables to keep projects on track. Identified and researched improvement opportunities specific to the industrialization process. Performed parallel activities across multiple projects and uses effective methods to track and measure progress. Uploaded / downloaded software language files for translations as needed per project. Assisted others who contribute to industrialization of products and processes. Built relationships and coordinated work between development teams, manufacturing, contracted suppliers and field operations. • Coordinated alpha and beta field trials for product under development. • Provided weekly / monthly status updates on assigned projects and product lines to Program Management and Engineering Release Management. • Advised and helped resolve deployment risks that affect release schedule, scope and quality.• Documented processes and procedures to support software downloads and uploads for software translations. Metasys and Verasys (text strings).

Maintained RMAs are processed in under 120 days for vendor returns and 90 days for JCI product returns. Pending status RMAs were checked monthly. Emails were distributed to each user to follow up and complete or delete the RMA with the focus to keep pending RMAs under 30 days. • Created and managed a separate email inbox for all email requests regarding RMAs or Credits. • Worked with Price Administration to help respond to emails from a shared inbox regarding orders, setting up new customers, updating accounts and any other duties that I can help with.Accomplishment:Assisted with creating the order and return processes for the new Glas Thermostat. Worked with Qgistix, a 3rd party company, to develop the database to handle returns, replacements and credits for the Retail channel. Trained support teams on Ordering and RMA processes to make sure JCI Standards are followed.• Merit Award received for the launch of the Glas Thermostat.

Joined the new Applied Systems business organization within Johnson Controls to start-up and grow the Quantech Chiller product line. Learned SAP order entry / inventory database along with learning the new product line offerings.• Documented all processes from new customer set up, to ordering, invoicing, returns and warranty issues to create a reference manual. • Worked closely with our customers, the sales team, and technical support to ensure the correct models were being ordered to fulfil the customer’s requirements.• Systems used: AOMS, NxGen, CBS/IIS, SAP, UPGNET)• Merit Award received for the launch of the Quantech Chiller.

Account management and support for all channels of branch offices and external customers. Responded to incoming calls for order processing, expedite requests, and researched alternative solutions to complex or unusual customer issues. • Processed return requests and resolve inaccurate shipments. • Acted as a coordinating liaison between the customers, factories and sales personnel to ensure complete customer satisfaction. • Verified price quotes/ special pricing, product availability and lead times. (Systems used: AOMS, NxGen, RMA, SYMIX, SP CENTRAL, DOCUMENUM)

Handled the collections in the Florida region. Used the Getpaid database to review current open invoices as a basis for customer calls regarding payment status. • Received checks and applied them to appropriate invoices. • Processed credit card payments and Worked with customers to reconcile their account processed credit requests as needed. (Systems used: Getpaid)

Dispatched calls across the U.S. and Canada for JCI customers, Corporate Clients (i.e. JCPenney, Schwab, FAA, HP, SBC). • Helped set up new customer accounts, work with contracted customers to schedule routine maintenance and work with Team Supervisors to ensure that customers are getting timely service. • Trained new employees on all database applications.