Service Account Coordinator at Rise Real Estate

Quinte West, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

75000.0

Posted On

13 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Communication, Account Coordination, Proposal Preparation, Internal Follow-through, Tracking Commitments, CRM Tools, Work Order Management, Purchase Order Management, Invoicing Support, File Maintenance, Process Improvement, Microsoft Office Proficiency, Written Communication, Verbal Communication, Organization, Prioritization

Industry

Description

JOB DESCRIPTION Position Title: Service Account Coordinator Department: Service, Account Management Reports To: Sr. Account Manager Works With: Account Managers, Operations, Dispatch, Billing, Warehouse, Safety, Field Technicians, Vendors Primary Location: Thornton Office Typical Schedule: Monday to Friday, 7:00 AM to 4:00 PM Travel: No routine travel required. Occasional jobsite exposure or customer walk-throughs may be needed for learning, coordination, or account support. Direct Reports: None ---------------------------------------- About Murphy Company Since 1907, Murphy Company has been a leading mechanical contractor in the St. Louis and Denver markets. We pride ourselves on our core values of employee well-being, enduring relationships, and integrity and professionalism. We strongly believe our people are our most important asset, and we strive every day to make Murphy a great place to work as we build our clients’ visions. ---------------------------------------- Position Summary The Service Account Coordinator supports the Account Management team by coordinating customer communication, proposal preparation, and internal follow-through to keep service work organized and moving. This role helps ensure customers receive timely updates, documentation is accurate and complete, and day-to-day account activity is tracked through to completion. The position is primarily office-based in the Thornton office and works closely with internal teams, including dispatch, operations, billing, and field technicians. This is an entry-level position with strong mentor support and long-term growth opportunity for high performers as skills are mastered. ---------------------------------------- Duties and Essential Job Functions Customer Experience and Account Coordination * Coordinate day-to-day account activities to keep customers informed and service work progressing. * Respond promptly and professionally to customer inquiries via phone, email, and customer portals. * Provide clear updates, confirm next steps, and close the loop on open items. * Serve as a communication link between customers, Account Managers, dispatch, technicians, vendors, and internal support teams. * Track commitments, action items, and due dates to ensure follow-through and timely completion. Proposal and Sales Support * Assemble customer-ready proposals (service, repair, maintenance) using templates and information provided by the team. * Review proposal packages for completeness, accuracy, and professional formatting prior to release. * Track open proposals and support timely follow-up with customers and internal teams. * Maintain accurate proposal and opportunity status information in CRM tools and related tracking systems. Service Workflow and Administrative Support * Assist with managing work orders, purchase orders, quotes, and invoicing support tasks, including tracking status and supporting documentation. * Coordinate internal next steps with dispatch, technicians, vendors, and billing to keep work moving and expectations aligned. * Maintain organized customer files, records, and documentation to support consistent execution and customer service. * Identify and communicate process improvement opportunities that increase consistency, responsiveness, and efficiency. Learning and Development * Participate in onboarding and ongoing coaching with Account Managers and service leadership. * Attend customer meetings and occasional site walk-throughs (as needed) to build familiarity with equipment, scope, and customer expectations. * Build progressive capability in proposal workflow, customer communication, and coordination discipline. ---------------------------------------- Basic Qualifications (Required) * High school diploma or GED. * Entry-level to 2 years of experience in customer service, coordination, administrative support, or related roles (internships and relevant experience considered). * Proficiency in Microsoft Office (Outlook, Word, Excel) and comfort learning new tools and systems. * Strong written and verbal communication skills, attention to detail, and follow-through. * Ability to prioritize work, stay organized, and perform in a fast-paced, high-volume environment. ---------------------------------------- Preferred Qualifications * Exposure to commercial HVAC, plumbing, construction, facilities, or mechanical services (not required). * Familiarity with CRM platforms and workflow tools (Smartsheet experience is a plus). ---------------------------------------- Skills, Knowledge, Abilities, and Characteristics * Strong organization and multitasking skills with consistent follow-through. * Customer-first mindset and professional communication habits. * Ability to build relationships across customers, field teams, and internal departments. * Practical problem-solving and a continuous improvement mindset. * Dependable, team-oriented, and adaptable when priorities shift. * High standards for accuracy, quality, and responsiveness. ---------------------------------------- Working Conditions and Physical Requirements * Primarily office-based role at the Thornton office. * Occasional jobsite exposure or customer walk-throughs may be required to support learning and coordination. * Typical office demands include sitting, standing, computer work, and phone use. * When on a jobsite, ability to navigate mechanical rooms and active work areas while following safety protocols. * Occasional light lifting of office materials (files, binders, small packages). ---------------------------------------- Performance Expectations (Examples) * Maintain timely, professional customer communication and reliably close the loop on open items. * Keep proposal and coordination workflows organized, accurate, and on schedule. * Maintain clean CRM documentation and status visibility for assigned activities. * Demonstrate consistent improvement in coordination ownership, responsiveness, and accountability. ---------------------------------------- Career Path and Development This role provides foundational experience in account coordination, customer communication, and proposal workflow within the mechanical service business. With demonstrated performance and business need, responsibilities may expand over time. ---------------------------------------- Compensation and Benefits (HR to Complete for Posting) Pay Range: $60,000 to $75,000 Incentive/Bonus: (if applicable) Benefits Summary: (medical, dental, vision, 401(k), PTO, paid holidays, profit sharing, wellness program)

Responsibilities

The Service Account Coordinator supports the Account Management team by coordinating customer communication, preparing proposals, and ensuring internal follow-through to keep service work organized and progressing. This role tracks day-to-day account activity, ensures accurate documentation, and serves as a key communication link between customers and internal teams.