Job Description - Service Account Manager

Qualifications:



  • Possess strong understanding of mechanical systems design and installation

  • Self-motivated, detail-oriented and flexible to accommodate changes

  • Possess excellent written and oral communication skills

  • Ability to handle and manage a variety of tasks

  • Possess computer knowledge that includes but is not limited to MS Office Suite with the ability to learn new software

  • Ability to build and cultivate strong relationships with new and existing customers, providing unmatched customer service

  • Establish and execute personal, team and sales goals


Job Functions:



  • Seek out new sales opportunities by building relationships, networking, and marketing to new and existing customers

  • Cultivate strong customer relationships, resolving issues and concerns in a timely manner

  • Estimate mechanical projects

  • Collaborate with field employees, project manager peers, customers, and engineers to determine customer needs and project scope

  • Gather pricing on labor, parts, equipment, and subcontractors as project requires

  • Submit clear and concise estimates to customers detailing pricing and scope; Follow up on unapproved estimates to determine if scope or pricing changes are warranted

  • Manage mechanical projects once estimates have been approved

  • Order parts and materials, communicate schedules and scope to subcontractors, schedule manpower, communicate scheduling and completion timelines to customers

  • Communicate project scope, labor and timelines to field team

  • Monitor labor, material, and subcontractor costs to ensure profit margin goals are achieved

  • Provide change orders to customers when scope is adjusted

  • Collaborate with accounts receivable to ensure timely billing and payment on projects

  • Develop and maintain relationships with vendors and subcontractors on pricing, ordering, project scheduling, and customer concerns


Certificates/Licenses/Education:



  • College degree preferred and/or 5-10 years of experience in the Mechanical/HVAC/Plumbing (or related) industries

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