Account Specialist
Company: University Mechanical Contractors, Inc (UMC)
Location: Lynnwood
Posted on: October 24, 2024
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Job Description:
UMC
Position Title: Account Specialist
Date Posted: 10/23/2024
Location: Lynnwood, WA
Position DescriptionStarting Salary Range: $32.86-$42.79/hour -
depending on experienceLocation: Lynnwood, WAClassification:
Non-ExemptMust be eligible to work in the U.S. - Sponsorship not
available
General Position Summary: Provide service client relationship and
account leadership for all assigned Service Agreement accounts.
Improve and maintain client satisfaction through regularly
scheduled (proactive) on-site meetings and performing customer care
activities. Increase the amount of UMC Services we provide, adding
equipment, additional properties and other UMC lines of business
with assigned accounts. Simplify the process for customers by being
their sole point of contact for all issues related to the account.
Support the efforts of the Service department to achieve its annual
revenue, margin, and safety goals.
Essential Job Functions: 1. Develop and maintain excellent client
relationships through outstanding, proactive customer service.
Responsible as primary point of contact for assigned accounts.a.
Onsite visits minimum of once a month.b. Provide account leadership
to become the clients mechanical preferred provider.2. Ensure
budgets are established, tracked, and reported for all Service
Agreements (SA), Quick Response (QR), and Recommended Repairs (RR)
Work Orders and projects.3. Identify Service project opportunities
and provide leads to Project Managers.4. Identify upselling and
cross selling opportunities.5. Control all purchases for assigned
accounts. Order all parts, supplies, materials, equipment,
consumables, tools, and stock for Work Orders, projects, and fleet
"vehicle warehouses."6. Setup new contracts in either Vista or
Build Ops.7. Lead Turnover meetings (internal) for SA's, QR's, and
RR's.8. Lead Kickoff meetings (external) for SA's, QR's, and
RR's.9. Provide SA reviews and renewals.10. Review estimates out of
North Boundary and ensure their accuracy and agreement with
technicians prior to being submitted to the client.11. Provide SA
Addendum estimating, proposal, and turnover (internal).12. Lead
equipment condition report development and presentation with the
client with input from the Lead Technician.13. Lead operational
assessments activities including report presentation.14. Create,
review, and submit invoicing for SA's, QR's, and RR's.15. Follow-up
on collections of outstanding invoice payments.16. Review and
complete approval of purchase orders and subcontractor invoices,
for all SA's, QR's, and RR's Work Orders or projects.17. Lead
Customer CARE survey, report, and meetings18. Plan, coordinate, and
lead client relationship building engagements such as lunches,
dinners, special events, and other as approved annually at the time
of budget.19. Ensure compliance with UMC Safety Program on all
jobsites.20. Regular attendance and promptness are considered part
of each employee's essential job functions. Secondary Job
Functions: 1. Attend client networking events.2. Attend company
sponsored events with customers.
Position RequirementsSkills Required to Perform the Essential
Duties of the Job: --- Proactive approach to service & client
satisfaction--- Understanding of HVAC & Plumbing functions.---
Excellent communication skills including active listening.---
Service-oriented and able to resolve customer grievances.---
Proficient computer skills with the ability to learn new
software.
Supervisory Responsibility:--- None
Education Requirements Needed to Perform the Essential Duties of
the Job: --- AA or three (3) years customer service job experience
(or equivalent) preferred.--- Customer service experience required.
Licensing or Other Special Certifications Required: --- Maintain
valid Drivers License and satisfactory driving record.
Equal Opportunity EmployerAffirmative Action: UMC is committed to a
culture of inclusion and connectedness. The collective sum of the
individual differences, life experiences, knowledge, innovation,
self-expression, and talent that our employees invest in their work
represents who we are as a company and what we believe in. In
recruiting for our team, we welcome the unique contributions that
you can bring in terms of their education, opinions, culture,
ethnicity, race, sex, gender identity and expression, nation of
origin, age, languages spoken, veteran's status, color, religion,
disability, sexual orientation and beliefs. EEO Policy:UMC's policy
on equal employment opportunity prohibits discrimination based on
race, color, sex, national origin, citizenship or immigration
status, religion, presence of physical, sensory or mental
disability, genetic information, age, sexual orientation, gender
identity, marital status, honorably discharged veteran or military
status, status as a victim of domestic violence, sexual assault or
stalking, or any other status or characteristic protected by
federal, state, or local law. This policy applies to recruiting,
hiring, transfers, promotions, terminations, compensation,
benefits, and all other terms and conditions of employment.
Retaliation against any employee who files a complaint regarding
possible violations of this policy is not tolerated. UMC is also
committed to taking affirmative steps to promote the employment of
minorities, women, persons with disabilities, and covered veterans.
Affirmative action plans are developed annually to support its
commitment to equal employment opportunity, consistent with company
policy and the company's obligations as a contractor to the United
States government.
PIe8f619a062d8-37248-35872053
Keywords: University Mechanical Contractors, Inc (UMC), Seattle Hill-Silver Firs , Account Specialist, Other , Lynnwood, Washington
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