Account Manager - Maitland, United States - Advanced Mechanical Services

Description

Advanced Mechanical Services, a Helios Service Partners Company is the industry leader in Multi-Site Mechanical Service, Maintenance and Installation. Helios proudly self-performs HVAC, refrigeration, plumbing and commercial kitchen work for America's top multi site businesses. Helios Service Partners was formed by bringing together the nation's top independent mechanical businesses. We service 40+ states with our 100% self-performing technicians offering on-demand 24/7 dispatching to clients throughout the Midwest, Southern and Southeastern United States. Come discover why America's top national and regional brands and facility managers trust Helios Service Partners.

AMS, Helios Company is the industry leader in Light Commercial, Retail and Industrial HVAC and Refrigeration (HVACR) Service, Maintenance, and Installation. Helios Service Partners is the result of the nation's top independent HVACR businesses coming together. We service 40 states with our 100% self-performing. This is a Hybrid position.

JOB SUMMARY:

This key role is the task in leading the Service Department in providing support to our Clients & Service Team to ensure effective communication, smooth workflow, and service delivery. This position requires both a keen attention to detail and a strong ability to multi-task as daily duties vary.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Monitor Service Email & Direct Email for new Service and/or Update, Quote Requests from Clients as well as emails from Company personnel.
• Monitor Work Orders and Follow up/Report to Clients with Completion notes, photos, and service detail.
• Communicate via phone and email with Clients, Technicians, Service Managers and Departments on various topics relating to job progress, service workflow and process.
• Update & Submit Client forms, service notes, via email or web portal.
• Upload Documents, Quotes, Photos and Notes to web portals or email
• Create, Maintain & Submit Company and Customer Reports, Lists and Logs for various topics at varied frequency.
• Review and retain requirements of Client Contracts to alleviate bottlenecks in workflow and to ensure service delivery on all KPI's and SLA's
• Follow up on Aged Invoices for assigned Clients.
• Review service work orders and quotes that do not meet margin expectation. Adjust as needed and when possible.
• Provide support and guidance to department coordinators, billing agents and estimators.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong communication skills with a problem-solving attitude
• Organizational and time-management skills
• Demonstrated ability to communicate with teammates
• Goal oriented, results driven
• Understanding Microsoft Office - Excel, Word, Teams
• Proficiency in various software, etc.

EDUCATION AND EXPERIENCE:

• High school education or GED required; Associates and/or bachelor's degree preferred.
• Demonstrated experience in customer service.
• Proven flexibility and dependable performance.

PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT:

The physical demands described are representative of those that must be met by an employee to perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Required to stand, walk and sit
• Communicate in person, by phone/text, and email
• Operate a computer
• May be required to stoop, kneel, bend, crouch and lift up to 25 pounds
• May require travel for continued training. Expense paid, advanced notice.
• Successful completion of criminal background check and drug screen

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