Service Account Manager - HVAC

Overview

Manage client accounts, quotes, and service support for HVAC commercial customers.

Key Responsibilities

• quote management
• system tracking
• problem troubleshooting
• quotation creation
• order monitoring
• client relations

Tasks

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

Requirements

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

What You Bring

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

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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'.

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