Senior Account Coordinator or Account Manager

Company: Service West
Location: San Leandro
Posted on: June 24, 2022

Job Description:

At Service West, we have a team environment that promotes safety, personal growth, and opportunities for success. Critical to our continued success is hiring team members that are an exceptional fit with our company culture. We hold ourselves to the highest standards of accountability and performance for our management and employee teams and we strive to live up to our Mission Statement and Value Proposition every day.Mission StatementAt Service West our partnership with our clients is the key to our success. Our goal is to provide the highest quality service, and to become the most respected and the most profitable installation company there is. We will be a place where employees look forward to coming to work, are able to do their best and are rewarded for doing so. We are the standard by which others are judged. Value PropositionAt Service West, we deliver great quality work and services by anticipating service requirements, proactive planning and problem-solving, communicating professionally, and delivering seamless project execution all while building winning and long-lasting relationships with our customers. Basic FunctionThe Account Manager manages the entire work order fulfillment process. This includes managing customer orders from order entry through punch list, and delivering accurate and timely service to customers. The Account Manager is also responsible for Relationship Management with the clients and Dealers they are assigned to support. Specific Responsibilities and Duties include but are not limited to:

• Primary point of contact for coordinating activities, services & projects for each assigned account.
• Conduct weekly/bi-monthly face-to-face visits with the customer to maintain superior professional rapport.
• Oversee all customer projects and work orders for each assigned account.
• Directs implementation of customer orders and service requests.
• Reviews work plans, schedules and logistics established for customer's major projects.
• Manages project hours against goal hours to maximize profitability on each project while meeting client expectations and achieving client satisfaction.
• Provides frequent and regular status to customers regarding Project and Work Order status.
• Provides accurate & timely responses to customer's questions & requests on all aspects of a Work Order.
• Maintains comprehensive understanding of customer's needs, corporate goals, business practices and satisfaction/ performance criteria.
• Responsible for client relations and on-going relations with client personnel including regular visits to assign clients
• Works collaboratively with client and third-party firms.
• Liaison between client, Logistics team, Field Personnel, Dispatch & Finance
• Maintains organized records and documentation for each project
• Markets full range of Service West products and services to customer
• Follows up on all proposals submitted to assigned clients
• Directs activities of assigned team resources including the team Account Coordinator Work Order Management:
  • Sends order information to appropriate internal and external personnel (Account Management staff, operations, customers, etc.).
  • Reviews receiving information from warehouse and matches to order; resolves discrepancies.
  • Prepares Work Order packet and delivers to operations.
  • Provides schedule information to dispatcher.
  • Ensures all punch list work is done in a timely manner.
  • Initiates T & M quotes.
  • Preparation of billing for product delivered and work performed; verifies invoice amounts and balance.
  • Manages customer sign-offs for all assigned work orders.
  • Manages invoices for all product and service work for assigned Work Orders. Requirements:
    • Two or more years of account management or customer service experience.
    • High level of professionalism, integrity and sound business judgment.
    • Unquestioned integrity and the confidence, stature to effectively address business issues.
    • Excellent interpersonal skills with high attention to detail.
    • Strong organizational skills and able to multi-task.
    • College degree preferred *Background check and drug screening required for employment *Service West is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.

Keywords: Service West, San Leandro , Senior Account Coordinator or Account Manager, Accounting, Auditing , San Leandro, California