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
Roofing Service Account Manager
Title: Service Account Manager. Objective: Oversee Service Accounts from intake to billing to ensure the Service Department is profitable. 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 mana...
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Title: Service Account Manager. Objective: Oversee Service Accounts from intake to billing to ensure the Service Department is profitable. 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 mana...
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