
Overview
Account Managers lead the Service Department in providing support to Clients and the Service Team to ensure effective communication, smooth workflow, and service delivery. This position requires attention to detail and the ability to multi-task as daily duties vary. This position will be onsite at our office in Ridgefield, CT. Responsibilities
Handle quote requests from clients as well as emails from company personnel. Monitor work orders and report to clients with completion notes, photos, and service detail. Communicate via phone and email with clients, Technicians, Service Managers and departments on topics relating to job progress, service workflow and process. Update and submit client forms and service notes via email or web portal; upload documents as needed. Create, maintain and submit company and customer reports, lists and logs for various topics at varied frequencies. Review and retain requirements of client contracts to alleviate bottlenecks in workflow and to ensure service delivery on all KPIs and SLAs. Follow up on aged invoices for assigned clients. Review service work orders and quotes that do not meet margin expectations. Provide support and guidance to department coordinators, billing agents and estimators. Qualifications
Demonstrated experience in customer service with the ability to provide white glove service to customers. Strong communication skills with a problem-solving attitude. Goal oriented, results driven, quick thinker. Proven flexibility and dependable performance, willing to go above and beyond for clients. Requirements
Education/Experience
High school education or GED required; associates and/or bachelor’s degree preferred. Experience in HVAC and/or facilities management (plumbing, electrical, etc.) is strongly preferred.
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Account Managers lead the Service Department in providing support to Clients and the Service Team to ensure effective communication, smooth workflow, and service delivery. This position requires attention to detail and the ability to multi-task as daily duties vary. This position will be onsite at our office in Ridgefield, CT. Responsibilities
Handle quote requests from clients as well as emails from company personnel. Monitor work orders and report to clients with completion notes, photos, and service detail. Communicate via phone and email with clients, Technicians, Service Managers and departments on topics relating to job progress, service workflow and process. Update and submit client forms and service notes via email or web portal; upload documents as needed. Create, maintain and submit company and customer reports, lists and logs for various topics at varied frequencies. Review and retain requirements of client contracts to alleviate bottlenecks in workflow and to ensure service delivery on all KPIs and SLAs. Follow up on aged invoices for assigned clients. Review service work orders and quotes that do not meet margin expectations. Provide support and guidance to department coordinators, billing agents and estimators. Qualifications
Demonstrated experience in customer service with the ability to provide white glove service to customers. Strong communication skills with a problem-solving attitude. Goal oriented, results driven, quick thinker. Proven flexibility and dependable performance, willing to go above and beyond for clients. Requirements
Education/Experience
High school education or GED required; associates and/or bachelor’s degree preferred. Experience in HVAC and/or facilities management (plumbing, electrical, etc.) is strongly preferred.
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