Account Manager

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Ridgefield, CT
65K Annually
1-3 Years Experience
Professional Services
The Role

 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. 

  • Competitive salary and benefits package
  • Paid company holidays and paid time off
  • Career growth opportunities, promote from within culture

  • 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.

  • 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

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.

The Company
HQ: New York, New York
68 Employees
On-site Workplace

What We Do

Helios Service Partners is the industry leader in multi-site mechanical services. Helios Service Partners is the result of the nation's top independent HVAC-R national accounts businesses coming together. We service 42 states with our 100% self-performing technicians, primarily focused on HVAC-R as well as plumbing and commercial kitchen service. Come discover why America's top brands trust Helios Service Partners. Helios Service Partners is a proud Orion Services Group company

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