ACCOUNT SPECIALIST

Company: University Mechanical Contractors, Inc
Location: Lynnwood
Posted on: October 24, 2024

Job Description:

Starting Salary Range: $32.86-$42.79/hour - depending on experienceLocation: Lynnwood, WAClassification: Non-ExemptMust be eligible to work in the U.S. - Sponsorship not availableGeneral Position Summary: Provide service client relationship and account leadership for all assigned Service Agreement accounts. Improve and maintain client satisfaction through regularly scheduled (proactive) on-site meetings and performing customer care activities. Increase the amount of UMC Services we provide, adding equipment, additional properties and other UMC lines of business with assigned accounts. Simplify the process for customers by being their sole point of contact for all issues related to the account. Support the efforts of the Service department to achieve its annual revenue, margin, and safety goals.Essential Job Functions: 1. Develop and maintain excellent client relationships through outstanding, proactive customer service. Responsible as primary point of contact for assigned accounts.a. Onsite visits minimum of once a month.b. Provide account leadership to become the clients mechanical preferred provider.2. Ensure budgets are established, tracked, and reported for all Service Agreements (SA), Quick Response (QR), and Recommended Repairs (RR) Work Orders and projects.3. Identify Service project opportunities and provide leads to Project Managers.4. Identify upselling and cross selling opportunities.5. Control all purchases for assigned accounts. Order all parts, supplies, materials, equipment, consumables, tools, and stock for Work Orders, projects, and fleet vehicle warehouses.6. Setup new contracts in either Vista or Build Ops.7. Lead Turnover meetings (internal) for SA's, QR's, and RR's.8. Lead Kickoff meetings (external) for SA's, QR's, and RR's.9. Provide SA reviews and renewals.10. Review estimates out of North Boundary and ensure their accuracy and agreement with technicians prior to being submitted to the client.11. Provide SA Addendum estimating, proposal, and turnover (internal).12. Lead equipment condition report development and presentation with the client with input from the Lead Technician.13. Lead operational assessments activities including report presentation.14. Create, review, and submit invoicing for SA's, QR's, and RR's.15. Follow-up on collections of outstanding invoice payments.16. Review and complete approval of purchase orders and subcontractor invoices, for all SA's, QR's, and RR's Work Orders or projects.17. Lead Customer CARE survey, report, and meetings18. Plan, coordinate, and lead client relationship building engagements such as lunches, dinners, special events, and other as approved annually at the time of budget.19. Ensure compliance with UMC Safety Program on all jobsites.20. Regular attendance and promptness are considered part of each employee's essential job functions. Secondary Job Functions: 1. Attend client networking events.2. Attend company sponsored events with customers.Skills Required to Perform the Essential Duties of the Job: - Proactive approach to service & client satisfaction - Understanding of HVAC & Plumbing functions. - Excellent communication skills including active listening. - Service-oriented and able to resolve customer grievances. - Proficient computer skills with the ability to learn new software.Supervisory Responsibility: - NoneEducation Requirements Needed to Perform the Essential Duties of the Job: - AA or three (3) years customer service job experience (or equivalent) preferred. - Customer service experience required. Licensing or Other Special Certifications Required: - Maintain valid Drivers License and satisfactory driving record. PIa8fc4579ce43-31191-35872053

Keywords: University Mechanical Contractors, Inc, Tacoma , ACCOUNT SPECIALIST, Other , Lynnwood, Washington