Service Account Representative

United Mechanical • San Jose, CA

72d

About The Position

The Service Account Representative's primary role is to support the sales and administrative needs of maintenance, repair, and replacement sales and deliverables to designated clients. This role will support multiple Account Managers and/or accounts within the Service Department. This position requires a high energy, customer-focused, quality-oriented individual who thrives in a fast-paced, high workload environment.

Requirements

• 5 or more years work experience in inside sales and/or project coordination within a commercial or industrial service provider (HVAC, plumbing, electrical, or other building trade contractor or vendor).
• Digitally savvy, including excellent PC application skills and the ability to quickly learn numerous custom software applications related to estimating, proposal writing, mobile workforce management, dispatch/work order management, and sales/CRM management.
• Proficient in Microsoft Excel, Word, and Outlook as needed for estimating, proposal writing, and general job duties.
• Familiarity with Corrigo a plus.

Responsibilities

• Establish regular communication and strong working relationships with both internal and external customers.
• Process estimates, proposals, and approved sales orders related to planned maintenance agreements, repairs, and replacements.
• Update CRM/sales tracking systems with proposal submission and status.
• Instruct Service Coordinators to place purchase orders and subcontractor agreements.
• Process product/equipment submittals when required for customer records/approvals.
• Work with the Service Operations team to ensure the timely delivery of client deliverables and subsequent invoicing of completed work.
• Assist with the collection of accounts receivable where occasionally needed.

What This Job Offers

• Industry: Specialty Trade Contractors
• Number of Employees: 251-500 employees