Account Specialist

Account Specialist

04/22/2026

Lynnwood, WA

$33.65

-

$38.46

Application Instructions

With more than 100 years of steady growth, UMC is proud to offer an environment where continuous learning, collaboration, and innovation are part of everyday work. We empower team members through hands-on experience, supportive training, advanced technology, and creative problem-solving. Our people are knowledgeable, trusted, and committed to doing what's right-for our clients, our teams, and our communities.

We recognize that our people are the foundation of our success. At UMC, we are intentional about fostering a culture where everyone feels welcomed, respected, and supported. We bring together talented individuals from across the region to form high-performing teams in design, engineering, project management, and business services.

Let UMC be the next step in your career-where your well-being, work-life balance, and growth matter.

Application Process:

UMC uses an electronic application process for open positions. Required documents may include a resume, cover letter, references, and work authorization confirmation. Online assessments may be included as part of the candidate evaluation process.

Benefits Summary:

UMC offers a competitive salary and a generous benefits package, including:

1. Medical, dental, and vision insurance
2. 401(k) plan with company match
3. Health Savings and Flexible Spending Accounts
4. Company-paid life and disability insurance (STD/LTD)
5. Paid Time Off (PTO) beginning at 120 hours annually for full-time employees
6. Seven paid holidays plus one floating holiday
7. Employee Assistance Program
8. Professional development support and tuition reimbursement
9. Employee referral program
10. Wellness program and employee events

Paid Time Off:

Eligible employees begin accruing PTO on their date of hire. PTO combines vacation and sick leave, starting at 15 days per year for full-time employees.

Position Description

Starting Hourly Wage: $33.65 - $38.46/hour; depending on experience

Location: Lynnwood, WA

Classification: Non-exempt

Must be eligible to work in the U.S. - Sponsorship not available

Position Overview:

Serve as the primary contact and relationship manager for assigned Service Agreement accounts. Promote client satisfaction through proactive, scheduled on-site meetings and consistent customer support. Identify opportunities to expand UMC Services within existing accounts, including additional equipment, properties, and service lines. Act as the central point of contact for account-related matters to ensure clear communication and effective service delivery. Contribute to the Service department's annual goals for revenue, margin, and safety.

Key Responsibilities:

Client Relationship Management:

1. Build and maintain strong client relationships through proactive communication and service.
2. Prioritize in-person visits to client locations.
3. Provide account leadership to position UMC as the preferred mechanical service provider.

Budget Oversight:

1. Establish, track, and report budgets, including labor hours, for all Service Agreements (SA), Quick Response (QR), and Recommended Repairs (RR) Work Orders.

Account Presentations:

1. Prepare and lead AIM "Stand and Deliver" presentations as directed by the Senior Director or Director.

Service Agreement Addendums:

1. Estimate, propose, and process SA addendums internally.
2. Ensure initial addendums for new agreements are completed by the salesperson.
3. Submit all addendums for review by the Service Superintendent before client delivery.

Project Identification:

1. Identify potential service project opportunities and share leads with Project Managers.

Upselling and Cross-Selling:

1. Recognize and pursue opportunities to expand services within assigned accounts.

Purchasing Coordination:

1. Maintain awareness of all purchases for assigned accounts.
2. Collaborate with teams on procurement of parts, supplies, materials, equipment, consumables, tools, and fleet stock.
3. Service Superintendent: vehicle warehouse stock, small/specialty tools, consumables
4. Dispatch: parts, supplies, materials, third-party rentals delivered to client sites
5. Account Specialist: materials for monthly SA visits
6. Project Managers: non-rental equipment (e.g., plumbing fixtures, pumps, fans, tanks, pressure vessels)
7. Review and approve purchase order invoices over $5,000.

Invoice Review:

1. Review all purchase order invoices over $5,000 and all subcontractor invoices for assigned SA, QR, and RR Work Orders.

Contract Setup:

1. Set up new contracts in Vista or Build Ops.

Internal Turnover Meetings:

1. Transition account responsibility from salesperson to Account Specialist after the first visit.
2. Lead the Debrief meeting following the first visit.

Customer Kickoff Meetings:

1. Lead external kickoff meetings for SA, QR, and RR accounts after the first visit.

Annual Reviews and Renewals:

1. Coordinate annual Service Agreement reviews and renewal proposals with the salesperson and internal stakeholders.
2. Ensure Service Superintendent conducts technical review and Sales Manager approves renewals.
3. Review and understand interview forms used in technical reviews and proposals.
4. Complete required training in North Boundary software and Service-specific sales.

Estimate Review and Strategy: