Account Coordinator

Company Overview

The organization is the nation’s largest independent HVAC service provider, with over $800 million in annual sales and 2,200 employees. The company’s strategy is to identify and acquire high-quality local HVAC service businesses and accelerate organic growth of recent acquisitions as well as existing operations by focusing on expanding the maintenance contract base. In 2017, a nationwide Strategic Accounts group was launched.

Since 2012, the company has achieved nearly 30% annual growth. The organization is backed by one of the world’s premier private equity groups.

Responsible for planning, coordinating, controlling, and directing activities of operational resources. Also responsible for customer interaction, communicating with Field Technician Supervisors, and coordinating jobs with service coordinators at partner companies. Typically requires a one-year certificate from a college or technical school; or three (3) plus years of related experience and/or training; or an equivalent combination of education and experience.

• Coordinates service resources for all field activities through field partners
• Schedules field partners and equipment based on project needs, skill sets, and availability
• Ensures all relevant information is detailed in the work order system
• Responsible for setting up new service contracts
• Issues purchase orders to field partners when necessary
• Works within the Salesforce work order system to ensure proper communication and coordination between field partners and customers
• Responsible for customer interaction and satisfaction
• Gathers information for pricing requests and creates customer quotes as needed
• Coordinates operational interaction with Parts Acquisition, as necessary
• Reviews project paperwork, completes calls, and forwards documentation to Account Managers and/or customers
• Maintains customer satisfaction by investigating concerns, routing them to assigned staff, and responding to special requests
• Responsible for generating, interpreting, and printing various assigned reports

The ideal candidate will be highly intelligent and analytical, with a strong desire to grow professionally in a high-growth environment and a commitment to excellence.

• 3+ years of relevant experience
• Experience scheduling field resources
• Strong verbal and written communication skills
• Strong understanding of processes with the ability to define and outline new workflows and processes as needed
• Ability to multi-task, work under pressure, and meet tight deadlines