Service Account Manager
Hoffman & Hoffman•Greensboro, NC
•Onsite
About The Position
The Service Account Manager interfaces with customers, construction sales and operations, service sales, service coordinator, service technicians, and management to fulfill the needs of our service agreement customers. The primary responsibility for this role will be deliverable reporting and customer relations with our service customers. This position will also provide sales assistance, part quotes, scheduling support, and monitoring service agreement contract financials. Supervision of subcontractors and suppliers is required.
Requirements
- Equivalent combination of education (Undergraduate engineering degree) and experience
- At least 5 years of experience in HVAC and/or Mechanical systems
- At least 5 years of experience in Project/Account Management
- Ability to plan, schedule and manage large scale PM agreement base business
- Knowledge of HVAC DDC control theory & applications and mechanical systems
- Strong time management and organizational skills
- Ability to work on mid to long-term projects and still be able to react to unanticipated demands for your time (customer phone calls, dial-ups, etc.)
- Strong communications and interactive skills
- Strong Microsoft Excel/Word skills
- Ability to lead by example with a cooperative positive attitude
Responsibilities
- Schedule and participate in meetings for new agreements
- Set up new agreements for service execution (PM documentation, PM book)
- Perform PM agreement kick-off meeting with service sales/service technicians and customer
- Schedule, coordinate, monitor and document all PM agreement visits
- Review/edit/send PM deliverable reports (monthly visit reports and annual re-cap reports)
- Document/maintain all PM deliverable reports in the PM reports folder on server
- Update/maintain service contract list spreadsheet
- Coordinate follow-up visits as needed with customer
- Prepare quotes as needed and assist Sales as needed
- Document/maintain all service quotes using service quote log spreadsheet on server
- Establish, maintain relationships with service agreement customers
- Review departmental financial reports for PM agreements on a quarterly basis
- Meet with management to review financial status of Service agreements
- Supervise subcontractors and suppliers
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
