Associate Account Manager - Mechanical Service

Overview
Are you a natural relationship builder that values long-term partnerships? We are looking for a dedicated Associate Account Manager to join our Mechanical Service team! The Associate Account Manager delivers exceptional service and assists with project coordination, customer correspondence, reporting, billing, and other tasks and works closely with Account Managers to ensure projects run smoothly while gaining experience in account management, sales, and the industry.
Responsibilities

• Provide administrative and operational support to Account Managers and customers, ensuring smooth project execution and exceptional service.
• Prepare and deliver proposals for repairs and small projects under the direction of the Account Manager.
• Execute assigned components of projects, including:
  • Coordinate labor in partnership with the dispatch team and Labor Manager
  • Purchase and track equipment and materials
  • Secure required licensing, permits, and insurance
  • Schedule subcontractors and overseeing their engagement
  • Conduct project kickoff meetings with assigned technicians
  • Complete startup documentation and warranty registrations
• Perform service deliverable reviews to confirm project standards are met.
• Meet sales and gross profit goals.
• Conduct site surveys, collaborate with support staff to develop preventative maintenance proposals; coordinate labor resources with Dispatch Coordinators for optimal results, and manage jobs as assigned.
• Respond promptly to internal and external calls and emails to ensure maximum customer satisfaction and support sales efforts.
• Develop written scope proposals based on estimates, including for repairs and small projects.
• Build and maintain strong relationships with end users, key contractors, and engineers to support customer retention and satisfaction.
• Contribute to business growth by helping identify new customer opportunities and assisting in establishing new accounts.
• Approve accounts payable and receivable items in a timely manner.
• Promote the company's full range of service offerings, including mechanical, plumbing, electrical, building automation, fire and security systems, and monitoring services.
• Participate in sales meetings, project reviews, and other required company meetings.
• Attend monthly safety lunches, perform safety audits, and support a "Stay Safe" culture.
• Identify opportunities for process improvements and communicate recommendations to management.
• Use CRM to prepare proposals, manage customer communications, track sales activities, forecast opportunities, and prepare proposals.
• All other duties as assigned.

Requirements

• High school diploma or GED required; Bachelor's degree preferred.
• Previous experience in customer service, project coordination, sales, or administrative roles is preferred; bonus consideration for those who have worked within the mechanical, electrical, or limited energy fields.

Qualifications

• Highly organized, with the ability to prioritize and manage competing customer needs.
• Proven ability to build and maintain strong, trust-based relationships.
• Self-motivated and able to work effectively with minimal supervision.
• Ability to present to both internal and external groups.
• Eager to learn and promote the company's full range of services and capabilities.
• Proficient in standard office software, including Microsoft Office and Google applications.
• Strong desire for professional growth, with the ability to learn and retain technical information.

Working Conditions

• Performance of duties will be in the office, at customer sites, and job sites as needed.
• Ability to stand or sit for extended periods of time.
• Exposure to loud noise, dirt, and exposure to the elements are to be expected on job sites, along with uneven ground, bending, kneeling, twisting, and climbing ladders/stairs.

Benefits, Perks and Pay Beyond the Industry Standard
Egan supports team members and their families with comprehensive benefits. From robust healthcare benefits and generous paid time off, to flexible working options and career growth opportunities, Egan is committed to providing a workplace that helps you thrive both personally and professionally.

• Health and Well-being : in addition to medical, dental, vision insurance options, flexible spending accounts, life insurance, short-term, or long-term disability coverage, you're offered comprehensive mental healthcare and support for you and your family
• Retirement Plan : we offer robust retirement benefits with a 401(k) plan with company matching contribution and profit sharing
• Time-Off Programs : to help you recharge you'll enjoy a generous PTO program and paid holidays
• Professional Development: we support education or career growth by offering educational assistance and regular learning and development opportunities
• Paid Parental Leave : utilize parental leave which allows for paid time off with a new child
• Rewards and Incentives : we recognize your contributions through additional rewards or compensation that may include the lead incentive program and safety buck program
• Community Involvement : our "Beyond the Jobsite" program supports causes in the communities in which we live and work through regular volunteer events to connect with each other and help those in need

The benefits information listed above may not apply to union positions (benefits for union roles are governed by applicable collective bargaining agreements) nor part-time and temporary roles. View more information online about Egan's investment in benefits for you. #LI-Hybrid

Salary: $70,000 per year base pay plus additional compensation through a commission/incentive program. Position is eligible for an auto allowance and gas card.
Strong Culture Built on Values and Keeping Promises
At Egan, you'll be part of a team that shares a passion for redefining the industry by setting a new standard of customer care. Together, we'll promote teamwork, embrace innovation, act with integrity, pursue growth, and prioritize safety. You'll have the opportunity to grow and develop in a company committed to providing the growth and success you're looking for, both for yourself and for the customers you serve. You'll love being part of success shaped by the strength of our team, which is enhanced by:

• Solid history as a legacy leader in specialty contracting and system integration for over 80 years
• Private ownership and operations by employees who work in the company (not a holding company or private equity firm)
• Engaging leadership who prioritizes your safety, your development, and your impact
• A proven track record of employee retention and loyalty
• Flexible and hybrid workplace models that prioritize collaboration and customer needs

From general contractors and architects to building owners and facility engineers, Egan collaborates throughout the entire construction or project process with the shared goal of maintaining best-in-class relationships with our internal teams, customers, and business partners. At over 1,000 employees occupying our offices and work sites, we aim to ensure every project is done with quality craftsmanship, integrity, and an aggressive commitment to safety. In fact, we're proud to be recognized as one of America's Safest Companies for recurring years.
Application Instructions and Employment Practices
Egan Company will not discriminate against or harass any employee or application for employment because of race, color, creed, religion, national origin, sex (including pregnancy, gender identity, sexual orientation), disability, age, genetic information (including family medical history), veteran status, marital status, familial status, local human rights commission activity, or status with regard to public assistance.

We do not accept application materials by mail or email except as a reasonable accommodation for qualified disabled applicants. Individuals who are unable to use our online process due to a disability should email View email address on click.appcast.io.

Creating and maintaining a safe and drug-free working environment is important to all of us. Employment with Egan requires successful completion of a pre-employment drug screening. We also participate in E-Verify.

Egan reserves the right to hire any individual without legal or financial obligation on unwanted solicitations. Any resume submitted to any employee of Egan without a prior signed search agreement will be considered unsolicited and the property of Egan.

No agency emails, calls, or solicitations will be accepted without a valid agreement.