ACCOUNT SPECIALIST
Company: University Mechanical Contractors, Inc
Location: Lynnwood
Posted on: October 24, 2024
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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, Edmonds , ACCOUNT SPECIALIST, Other , Lynnwood, Washington
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