JOB SUMMARY

The Account Management Coordinator assists and supports the Account Management Team and is the liaison between our Field Service and Billing Departments. The Account Management Coordinator will be responsive to client needs and can work as part of a team in a rapidly changing environment with flexibility, initiative, and the ability to work with minimal direct supervision. Due to the sensitive nature of the position, discretion and confidentiality are required.

DESIRED SKILLS, CERTIFICATIONS, AND EDUCATION:

• Excellent oral and written communication skills.
• Strong communication skills.
• Detailed and accurate.
• Strong organizational skills.
• Good problem-solving skills.
• High School Diploma/GED.
• 3+ years of clerical or administrative experience.
• Computer knowledge must include MS Office- Word, Excel, and Outlook.
• Operation of general office equipment.

PHYSICAL REQUIREMENTS AND WORKING CONDITIONS:

Regularly required to sit, stand, and walk; occasionally lift and/or move up to 25 pounds; noise level is usually moderate. All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment.
Requirements:
Climate Pros is an equal opportunity employer committed to creating a diverse and inclusive workplace. We value and celebrate the unique perspectives and contributions of individuals, and we prohibit discrimination and harassment based on any protected characteristic as defined by applicable federal, state, and local laws

• Monitor and maintain customer work order networks and refrigerant tracking websites as assigned.
• As assigned, process quotes in customer work order networks and in-house software for customer/s.
• Complete invoicing in customer work order networks and in-house software for customer/s as assigned.
• Process and track Manufacturer warranty claims.
• Follow up on parts ordered by purchasing.
• Create purchase orders for sub-contractors used on service jobs.
• Follow up with Account Managers on customer quotes that are inactive, aged, or not accepted.
• Manage dispatches for review, finalize, and submit to billing.
• All other duties as assigned.