Service Account Manager

Job Title: Service Account Manager

Department: Service

Reports to: Service Sales Manager

Position Purpose: Interfaces with customers, construction sales and operations, service sales, service coordinator, service technicians and management to fulfill the needs of our service agreement customers. Deliverable reporting and customer relations with our service customers will be the primary responsibility. This position will also provide sales assistance, part quotes, scheduling support and monitoring service agreement contract financials. Supervision of subcontractors and suppliers is required.

Employment at Will: Nothing herein is intended to create a contract of employment or to guarantee employment for a definite duration.

DUTIES AND RESPONSIBILITES:

• 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
• Financial responsibility of Service agreement execution
• Review departmental financial reports for PM agreements on a quarterly basis
• Meet with management to review financial status of Service agreements.

SKILLS AND ABILITIES:

• 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

EDUCATION, SKILLS AND EXPERIENCE 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

PHYSICAL DEMANDS:

• Standing: Frequently
• Walking: Frequently
• Sitting: Frequently
• Handling/Use of hands: Frequently
• Bending: Frequently
• Pushing/Pulling 12 lbs or less: Frequently
• Lifting/Carrying 10 lbs or less: Frequently
• Lifting/Carrying 11-20 lbs: Occasionally
• Reaching Outward: Occasionally
• Reaching Above Shoulder: Occasionally
• Squatting/Kneeling: Occasionally

Note: "This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman Building Technologies, Inc."

EEO Employer/Vets/Disabled

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