Account Manager

Account Managers 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. This position will be onsite at our office in Ridgefield, CT.  

WHAT SETS HELIOS APART:

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

WHAT HELIOS NEEDS FROM YOU:

• 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.

WHAT SETS YOU APART:

• 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.

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