Account Coordinator (Charlotte)
Specialized Recruiting Group - Charlotte, NC, Charlotte, NC, United States
Company Overview
The Specialized Recruiting Group is hiring a Account Coordinator for a HVAC service client of ours. The strategy of our client is to identify and acquire quality local HVAC service companies and accelerate the organic growth of recent acquisitions as well as the base businesses by focusing on increasing the maintenance contract base. In 2017, our client started a nationwide Strategic Accounts group. Since 2012 the company has achieved almost 30% annual growth.
Position Overview Responsible for planning, coordinating, controlling, and directing activities of operational resources. Also responsible for customer interaction, communicating with the Field Technician Supervisors, and coordinating jobs with service coordinators at field partner companies. Typically requires a one-year certificate from college or technical school; or three (3) plus years of related experience and/ or training; or equivalent combination of education and experience.
RESPONSIBILITIES & DUTIES Coordinates service resources for all field activities through field partners Schedules field partners and equipment based on project needs, skill sets, and availability. Insures all relevant information is detailed in work order system Responsible for setting up new service contracts Issues purchase orders to field partners when necessary Works within Salesforce work order system to insure proper communication and coordination between field partners and customers Responsible for customer interaction/satisfaction Gathers information for pricing requests and creates customer quotes as needed Coordinates operations interaction with Parts Acquisition, as necessary. Reviews project paperwork, complete calls, and forwards project paperwork to Account Managers and/or customers Maintains customer satisfaction by investigating concerns, routing them to the assigned staff, and responding to special requests. Responsible for generating, interpreting, and printing various assigned reports. Flexibility to work overtime/weekends, as required.
MINIMUM REQUIREMENTS The ideal candidate will be a highly intelligent and analytical person with a strong desire to grow professionally in a high growth environment and a commitment to excellence in all that they do.
Required: 3+ years of relevant experience Experience scheduling field resources Strong verbal and written communication skills Strong understanding of processes with the ability to define and outline new work flows and processes as needed Ability to multi-task, work under pressure and meet tight deadlines Microsoft Excel skills Experience with work order system Relationship Building Skills Conflict Management Skills
Preferences: Experience in the HVAC industry Experience in Salesforce applications
Position Overview Responsible for planning, coordinating, controlling, and directing activities of operational resources. Also responsible for customer interaction, communicating with the Field Technician Supervisors, and coordinating jobs with service coordinators at field partner companies. Typically requires a one-year certificate from college or technical school; or three (3) plus years of related experience and/ or training; or equivalent combination of education and experience.
RESPONSIBILITIES & DUTIES Coordinates service resources for all field activities through field partners Schedules field partners and equipment based on project needs, skill sets, and availability. Insures all relevant information is detailed in work order system Responsible for setting up new service contracts Issues purchase orders to field partners when necessary Works within Salesforce work order system to insure proper communication and coordination between field partners and customers Responsible for customer interaction/satisfaction Gathers information for pricing requests and creates customer quotes as needed Coordinates operations interaction with Parts Acquisition, as necessary. Reviews project paperwork, complete calls, and forwards project paperwork to Account Managers and/or customers Maintains customer satisfaction by investigating concerns, routing them to the assigned staff, and responding to special requests. Responsible for generating, interpreting, and printing various assigned reports. Flexibility to work overtime/weekends, as required.
MINIMUM REQUIREMENTS The ideal candidate will be a highly intelligent and analytical person with a strong desire to grow professionally in a high growth environment and a commitment to excellence in all that they do.
Required: 3+ years of relevant experience Experience scheduling field resources Strong verbal and written communication skills Strong understanding of processes with the ability to define and outline new work flows and processes as needed Ability to multi-task, work under pressure and meet tight deadlines Microsoft Excel skills Experience with work order system Relationship Building Skills Conflict Management Skills
Preferences: Experience in the HVAC industry Experience in Salesforce applications