EspriGas

Implementation Specialist

• Create and manage customer accounts using Salesforce and Microsoft Business Central.
• Create and manage supplier and customer pricing profile.
• Create and manage items.
• Ensure data integrity and accuracy, through creation and scheduled maintenance reporting.
• Support data analysis and management for large customer onboardings.
• Ensure compliance with licensing requirements for new locations.
• Pair new customer locations with preferred EspriGas suppliers.
• Collect usage data for new accounts when needed.
• Place initial orders and ensure completion of timely onboardings.
• Transition existing accounts to optimal supplier partners.
• Coordinate supplier changes and expedited deliveries.
• Source carriers to deliver expedited orders.
• Communicate timely updates between suppliers, customers, and internal teams.
• Collaborate with internal teams to resolve account and invoicing issues.
• Coordinate asset returns and account closures, as necessary.
• Maintain accurate support documentation and follow up, as necessary.
• Provide professional and courteous support to customers and suppliers.
• Assist with reports and cross-functional projects.
• Identify process improvements to enhance efficiency and accuracy.
• Assist with special or cross-functional projects, tasks, and initiatives as assigned.

Compliance

• Maintain a state-by-state licensing/registration tracker for activities related to medical gases, food-grade gases, and propane.
• Prepare and submit new applications, renewals, and amendments by following established processes and checklists.
• Track renewal deadlines and send reminders to ensure documentation is collected in advance.
• Maintain an organized central repository of licenses, permits, applications, and supporting documents.
• Communicate with state agencies and third-party partners to submit materials and confirm receipt or approvals.
• Escalate complex regulatory questions or issues as appropriate.
• Maintain and update records of customer licensing required to purchase products.
• Request updated licensing from customers and track completion.
• Ensure documentation is stored accurately and accessible for internal use.
• Track certificates of insurance and other required compliance documentation tied to customer and supplier contracts.
• Request updated documents from customers, suppliers, and partners as needed.
• Maintain organized records aligned with contract requirements.
• Use Asana to track tasks, deadlines, and renewal workflows.
• Maintain accurate documentation within Salesforce and Microsoft Dynamics BC.
• Provide routine status updates on upcoming renewals, missing documents, and submissions.
• Support process improvements that enhance organization, efficiency, and accuracy.
• Assist with special or cross-functional projects, tasks, and initiatives as assigned.

Licensing and Compliance Specialist

• Maintain a state-by-state licensing/registration tracker for activities related to medical gases, food-grade gases, and propane.
• Prepare and submit new applications, renewals, and amendments by following established processes and checklists.
• Track renewal deadlines and send reminders to ensure documentation is collected in advance.
• Maintain an organized central repository of licenses, permits, applications, and supporting documents.
• Communicate with state agencies and third-party partners to submit materials and confirm receipt or approvals.
• Escalate complex regulatory questions or issues as appropriate.
• Maintain and update records of customer licensing required to purchase products.
• Request updated licensing from customers and track completion.
• Ensure documentation is stored accurately and accessible for internal use.
• Track certificates of insurance and other required compliance documentation tied to customer and supplier contracts.
• Request updated documents from customers, suppliers, and partners as needed.
• Maintain organized records aligned with contract requirements.
• Use Asana to track tasks, deadlines, and renewal workflows.
• Maintain accurate documentation within Salesforce and Microsoft Dynamics BC.
• Provide routine status updates on upcoming renewals, missing documents, and submissions.

Licensing and Compliance Manager

Accounts Receivable

• Maintain small to medium accounts utilizing Salesforce and Microsoft Navision
• Communicate verbally or prepare written messages to account holders to request payment and resolve inquiries
• Research and resolve account discrepancies and past due amounts
• Provide customer statements as requested using Excel and system resources
• Collect accounts in compliance with all applicable regulations and internal performance standards
• Establish rapport with supply partners, requesting proof of deliveries, cylinder audits, and resolving inquiries and discrepancies
• Answer inquiries and calls in a timely manner, with the goal of providing an exceptional customer experience
• Keep current on our business and EspriGas best practices
• Managing and prioritizing a daily workload, consistently meeting deadlines to ensure high quality service

Implementation Specialist

Licensing and Compliance Specialist

Licensing and Compliance Manager

Accounts Receivable Specialist