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Client manager HVAC services

  • BOHEMIA, NY, United States

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Job details

Experience
The ideal candidate has 2-3 years of experience, proficiency in Microsoft Office, and strong organizational and communication skills.
Posting language
English
Posted

Original job description

Job description:Job Summary:Interested in growth and a great team? Retail Mechanical Services is hiring a Client Manager to lead a team of 1-2 Coordinators/Sr. Coordinators, ensuring precise work order execution and exceeding client expectations. Responsibilities include daily operations oversight and proactive and reactive client communication. The ideal candidate has 2-3 years of experience, proficiency in Microsoft Office, and strong organizational and communication skills. If you're a detail-oriented professional seeking a challenging role in a great environment, we would love for you to apply!Must have background in HVAC Customer ServiceSupervisory Responsibilities: * Train, guide, and coach direct report(s) on work order procedures and client expectations. * Provide regular feedback and performance evaluations. * Assign workloads as needed. * Addresses escalated situations as needed. * Conduct one-on-one meetings as needed. * Monitor and oversee performance of direct report(s).Duties/Responsibilities: * Empower your client coordinators through proactive calls, insightful training, and motivating coaching. * Become the ultimate problem-solver for clients, coordinators, vendors, and accounting. * Master the art of multi-channel communication, answering calls promptly, updating clients, and managing emails with a 24-hour response commitment. * Orchestrate a seamless workflow by assigning work orders strategically and managing follow-up queues like a pro. * Build strong vendor relationships to secure crucial updates, quotes, and assets. * Keep clients informed and engaged with regular work order updates. * Negotiate confidently and manage finances wisely, ensuring project profitability and resolving billing discrepancies. * Streamline client communication by managing distribution emails, obtaining approvals, and processing quotes efficiently. * Ensure weekend calls are handled smoothly and work orders are distributed seamlessly. * Foster a collaborative spirit by communicating effectively with all staff and leading productive meetings. * Share on-call responsibilities to demonstrate dedication to client service and teamwork.Required Skills/Abilities: * Proficient in Microsoft Office Suite. * Adaptable to new software and systems. * Accurate data entry with strong attention to detail. * Excellent time management and organizational skills. * Ability to prioritize tasks and meet deadlines. * Comfortable with multitasking and independent work. * Effective communication skills (written and verbal). * Previous accounting or administrative experience (preferred).Education and Experience: * Minimum of 2-3 years experience in a similar role. * Experience with work order management, and client relationship management a plus.Physical Demands: * Continual periods of sitting at a desk and computer. * Frequent reaching for files and documents, bending to file papers, and twisting to answer phone calls. * Extensive use of hands and fingers for typing, writing, and using a computer mouse. * Occasionally lifting and carrying moderate weight (up to 25 pounds) of files, binders, and office equipment. * Extensive use of close vision, distance vision, and the ability to adjust focus.Work Environment: * Primarily working in an office environment with standard lighting and temperature control. * Some background noise from colleagues, phones, and printers, but generally quiet working conditions. * Prolonged use of a computer and other electronic devices.Benefits: * Exceptional Work Culture: Be part of a team that values innovation, collaboration, and a positive environment where your ideas matter * Work-Life Harmony: We understand the importance of balance. Enjoy flexible schedules that let you thrive both at work and in your personal life * Comprehensive Medical Coverage: Your health is our priority. Benefit from top-tier medic

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