Operations Clerk II

Job Summary

The 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 Responsibilities

• Maintain a safe, compliant, and efficient working environment aligned with organizational standards
• Create, process, and manage customer orders for quoted jobs or installations within SAP/ERP systems, including moderately complex and customized requirements
• Investigate, analyze, and resolve accounts receivable and billing discrepancies, ensuring timely and accurate resolution
• Review, validate, and cleanse operational and customer data to maintain system integrity and reporting accuracy
• Manage resolution of purchase orders flagged for non-compliance, ensuring adherence to business rules and customer requirements
• Support resolution of customer order issues processed through third-party systems or vendors
• Perform non-routine operational tasks related to customer service, order management, and financial reconciliation
• Collaborate with internal departments and external stakeholders to ensure alignment, issue resolution, and service quality
• Support multiple business units simultaneously while prioritizing tasks based on urgency and business impact

Travel Requirements

• Up to 5% travel, as required

Education & Experience Requirements

• High school diploma or equivalent with a minimum of 3 years of relevant experience
• OR
• Bachelor’s degree with demonstrated capability in a comparable operational, analytical, or administrative role

Required Skills & Competencies

• Strong analytical and problem-solving skills with a detail-oriented mindset
• Ability to independently research, investigate, and resolve discrepancies
• Excellent organizational and prioritization skills in a multi-tasking environment
• Strong interpersonal and communication skills for cross-functional collaboration
• Ability to work with minimal supervision and manage complex or non-routine tasks
• Solid understanding of general business and operational processes
• Proficiency 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 tools

Core Behavioral Expectations

• Results-Driven Performance: Consistently delivers high-quality outcomes using available resources efficiently
• Continuous Improvement: Demonstrates commitment to ongoing learning and process enhancement
• Collaboration: Works effectively across teams and values diverse perspectives
• Accountability: Maintains high personal standards and takes ownership of responsibilities and outcomes