Service Account Manager

Service Account ManagerInterfaces 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.Schedule and participate in meetings for new agreementsSet up new agreements for service execution (PM documentation, PM book)Perform PM agreement kick-off meeting with service sales/service technicians and customerSchedule, coordinate, monitor and document all PM agreement visitsReview/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 spreadsheetCoordinate follow-up visits as needed with customerPrepare quotes as needed and assist Sales as neededDocument/maintain all service quotes using service quote log spreadsheet on serverEstablish, maintain relationships with service agreement customersFinancial responsibility of Service agreement executionReview departmental financial reports for PM agreements on a quarterly basisMeet with management to review financial status of Service agreements.Ability to plan, schedule and manage large scale PM agreement base businessKnowledge of HVAC DDC control theory & applications and mechanical systemsStrong time management and organizational skillsAbility 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 skillsStrong Microsoft Excel/Word skillsAbility to lead by example with a cooperative positive attitudeEquivalent combination of education (Undergraduate engineering degree) and experienceAt least 5 years of experience in HVAC and/or Mechanical systemsAt least 5 years of experience in Project/Account ManagementStanding: FrequentlyWalking: FrequentlySitting: FrequentlyHandling/Use of hands: FrequentlyBending: FrequentlyPushing/Pulling 12 lbs or less: FrequentlyLifting/Carrying 10 lbs or less: FrequentlyLifting/Carrying 11-20 lbs: OccasionallyReaching Outward: OccasionallyReaching Above Shoulder: OccasionallySquatting/Kneeling: OccasionallyNote: 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/DisabledNo phone calls or drop-ins please.