Account Management Coordinator

About the role

The Account Management Coordinator assists and supports the Account Management Team and serves as the liaison between Field Service and Billing Departments. This role requires responsiveness to client needs, the ability to work in a rapidly changing environment with flexibility and initiative, and the capacity to work with minimal direct supervision. Due to the sensitive nature of the position, discretion and confidentiality are required.

Responsibilities

• Monitor and maintain customer work order networks and refrigerant tracking websites as assigned.
• Process quotes in customer work order networks and in-house software for customers.
• Complete invoicing in customer work order networks and in-house software as assigned.
• Process and track Manufacturer warranty claims.
• Follow up on parts ordered by purchasing.
• Create purchase orders for sub-contractors used on service jobs.
• Follow up with Account Managers on customer quotes that are inactive, aged, or not accepted.
• Manage dispatches for review, finalize, and submit to billing.
• Perform all other duties as assigned.

Requirements

• Excellent oral and written communication skills.
• Strong organizational skills.
• Good problem-solving skills.
• High School Diploma or GED.
• 3+ years of clerical or administrative experience.
• Proficiency in MS Office (Word, Excel, and Outlook).
• Ability to operate general office equipment.

Physical Requirements and Working Conditions

• Regularly required to sit, stand, and walk.
• Occasionally lift and/or move up to 25 pounds.
• Noise level is usually moderate.
• May be required to visit customer sites and/or complete ride-alongs with field technicians.

Pay

$16–$20 per hour.