Title : Service Account Manager
Supervises : Field Personnel and Subcontractors
Objective : Oversee Service Accounts from intake to billing to ensure the Service Department is profitable.
Job Responsibilities :
Lead Intake : (After job folder is created by Admin)
oContact client within 24 hours of receiving job folder
oSchedule appointment to investigate leak / repair request
oUpdate notes in Pipedrive and update job board
oCoordinate schedule to optimize the number of repairs that can be visited in a day
Proposals and Estimates :
oPrepare estimate and scope of work for repairs
oComplete and send proposal with photos to client
oFollow-up once per week for status of pending items to be approved
oOnce approved add the job to the approved board and add job folder to the scheduling board
Scheduling :
oManage and schedule approved jobs
oCommunicate scope and materials to Service crew and ensure they are prepared
oRoute / schedule service jobs in an efficient manner
Billing :
oEnsure job was completed to scope
oReview photos
oReview job was completed per budget
oSend complete job to billing department for invoicing
- Handle day to day questions regarding service jobs
- Work with project manager and billing department to ensure all jobs are accounted for
- Workload to be shared during rainy season but musted be monitored and managed by the Service Manager
- Ensure Service crew(s) are completing jobs properly and on budget
- Must be a team player
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