Account Manager

Helios Service Partners Ridgefield , CT 06877

Posted 3 weeks ago

Account Managers lead the Service Department in providing support to our Clients & Service Team to ensure effective communication, smooth workflow, and service delivery. This position requires both a keen attention to detail and a strong ability to multi-task as daily duties vary. This position will be onsite at our office in Ridgefield, CT.

WHAT SETS HELIOS APART:

  • Competitive salary and benefits package

  • Paid company holidays and paid time off

  • Career growth opportunities, promote from within culture

WHAT HELIOS NEEDS FROM YOU:

  • Handle quote requests from clients as well as emails from company personnel.

  • Monitor work orders and report to clients with completion notes, photos, and service detail.

  • Communicate via phone and email with clients, Technicians, Service Managers and departments on various topics relating to job progress, service workflow and process.

  • Update & submit client forms, service notes, via email or web portal, upload documents as needed.

  • Create, maintain & submit company and customer reports, lists, and logs for various topics at varied frequency.

  • Review and retain requirements of client contracts to alleviate bottlenecks in workflow and to ensure service delivery on all KPI's and SLA's.

  • Follow up on Aged Invoices for assigned Clients.

  • Review service work orders and quotes that do not meet margin expectation.

  • Provide support and guidance to department coordinators, billing agents and estimators.

WHAT SETS YOU APART:

  • High school education or GED required; Associates and/or Bachelor's degree preferred.

  • Experience in HVAC and/or facilities management (plumbing, electrical, etc.) is strongly preferred.

  • Demonstrated experience in customer service, ability to provide white glove service to customers.

  • Strong communication skills with a problem-solving attitude.

  • Goal oriented, results driven, quick thinker.

  • Proven flexibility and dependable performance, willing to go above and beyond for clients.

  • Understanding Microsoft Office - Excel, Word, Teams. SamPro experience is a major plus!

Helios Service Partners compensation reflects the cost of labor across several US geographic markets. The pay for this position starts at $65,000 annually. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Helios's compensation may also include annual bonus, commissions, equity, sign-on payments, as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits.

#LI-LL1

Helios Service Partners is the industry leader in Multi-Site Mechanical Service, Maintenance and Installation. Helios proudly self-performs HVAC, refrigeration, plumbing and commercial kitchen work for America's top multi site businesses.


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