Service Account Manager - HVAC

Overview

Manage client accounts, quotations, and support for HVAC services.

Key Responsibilities

• quote management
• crm updates
• customer support
• reporting
• pricing proposals
• order monitoring

Tasks

-Develops and maintains favorable relationships with new and existing clients in order to increase revenue -Provides support to lower level staff on non-standard case issues -May assess needs and suggest/promote alternative products or services. -Under minimal supervision, handles incoming customer requests and fulfills customer needs to ensure customer satisfaction. -Manages quote follow-up process including weekly open quote reports, updating CRM to reflect quote status. -Customer support is the primary function, but may include minimal selling or promotion of products or services. -Provides reports proactively to show data necessary for account growth opportunities -Assists in credit and collection activities. -Reviews and troubleshoots customer problems and initiates standard action with field service as guided by customer contract. -Uses computerized system for tracking, information gathering, and reporting. -Ensures proper pricing and provides proposal on new services. -Refers highly unusual situations to higher authority for review and reconciliation. -Responsible for creating and managing daily customer quotations. -Monitors open orders to ensure completeness in a prompt manner.

Requirements

• microsoft office
• data entry
• technical terminology
• multitasking
• communication
• proactive

What You Bring

-Strong knowledge of Microsoft Office products- Excel, Word, etc. -Requires general knowledge of the organization, and thorough knowledge of company products and services. -Requires ability to navigate a computerized data entry system or other relevant applications. -Able to handle multiple tasks, stay organized, and focused on details. -Understanding of technical terminology. -Must be able to work in a fast-paced goal-oriented environment. -Ability to build and foster relationships -Able to make recommendations and take proactive approach. -Excellent written and verbal communication skills, including effective listening skills.

People Also Searched For

About Lennox

-Over decades it expanded from furnaces into air conditioning, refrigeration and advanced climate‑control systems. -It serves both homeowners seeking quiet, efficient comfort and businesses needing robust, serviceable commercial systems. -Flagship projects include award‑winning heat pumps, smart thermostats and large-scale HVAC retrofits for schools, hospitals and big‑box retailers. -Unusual trivia: in the 1960s the firm briefly built a small crawler tractor and lawn mower called the 'Kitty Track 600'.

Sector Specialisms