Account Management Coordinator

Duties and Responsibilities

• Maintain customer work order networks and refrigerant tracking websites as assigned.
• Process quotes in customer work order networks and in-house software for customers as assigned.
• Invoice customers in customer work order networks and in-house software as assigned.
• Track and follow up on Manufacturer warranty claims.
• Create purchase orders for sub-contractors used on service jobs.
• Follow up with Account Managers on inactive, aged, or unaccepted customer quotes.
• Manage dispatches for review, finalize, and submit to billing.
• Perform other duties as assigned.

Desired Skills, Certifications, and Education

• Excellent oral and written communication skills.
• Strong communication skills.
• Detailed and accurate.
• Strong organizational skills.
• Good problem-solving skills.
• High School Diploma/GED.
• 3+ years of clerical or administrative experience.
• Computer knowledge including MS Office- Word, Excel, and Outlook.
• Operation of general office equipment.

Physical Requirements and Working Conditions

• Sit, stand, and walk regularly.
• Lift and/or move up to 25 pounds occasionally.
• Noise level is usually moderate.
• May be required to visit a customer site and/or complete a ride along with a field technician as part of employment.