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)

o Contact client within 24 hours of receiving job folder

o Schedule appointment to investigate leak/repair request

o Update notes in Pipedrive and update job board

o Coordinate schedule to optimize the number of repairs that can be visited in a day

Proposals and Estimates:

o Prepare estimate and scope of work for repairs

o Complete and send proposal with photos to client

o Follow-up once per week for status of pending items to be approved

o Once approved add the job to the approved board and add job folder to the scheduling board

Scheduling:

o Manage and schedule approved jobs

o Communicate scope and materials to Service crew and ensure they are prepared

o Route/schedule service jobs in an efficient manner

Billing:

o Ensure job was completed to scope

o Review photos

o Review job was completed per budget

o Send 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