The Service Account Manager interfaces with customers and other employees across all departments and groups to fulfill the needs of our Support Agreement customers. Support Agreement planning and scheduling is the primary responsibility of the Service Account Manager, while also providing sales assistance, parts quotes, managing small projects, and participating in ongoing Energy analytics assessments. This role may also manage subcontractors and suppliers periodically. Financial responsibility increases with tenure.
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sponsibility of the Service Account Manager, while also providing sales assistance, parts quotes, managing small projects, and participating in ongoing Energy analytics assessments. This role may also manage subcontractors and suppliers periodically. Financial responsibility increases with tenure.
DUTIES AND RESPONSIBILITIES:
Support Agreement (SA) management includes:
Schedule Sales-to-Ops turnover meetings
Set up new agreements using company processes and internal software
Perform SA kick-off meeting with customers
Schedule all Support Agreement visits on SA Master Load Calendar
Ensure execution of contractual SA visits and facilitate quoted and T&M work, as well as emergency site visits as required
Adequately prepare customers and technicians for upcoming site visits
Review SA and discuss customer needs with Service Account Executives
Plan and schedule follow-up visits with customers
Maintain comprehensive records of Service work including performance of Service deliverables and company-provided training
Provide customers with Service work documentation and explain content
Receive and immediately respond to emergency requests from customers
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.