Commercial HVAC Account Management Processer

Job description

About this role We're seeking new team members join a growing team in delivering efficient and dependable cooling solutions to customers in the Marietta, Georgia region. You will be responsible for managing our Field Service customers and management of our customer experience. Step into a role at the forefront of a transformative operational change and growth in the HVAC industry. As part of this innovative team, you'll be responsible for leading change, delivering solutions to our customers. Key Responsibilities: Ensure proper job booking in lock step with sales teams, including daily review of closed un-booked opportunities and complete the booking process. Booking Service projects, work with the billing teams and support management of service projects. Review costs to date and perform any estimate of completion and communication with customers. Review of PBDs (Preliminary Billing Documents) and ensure invoices are processed timely. Daily review of new cases created overnight by the call center and action appropriately for emergency jobs. Work with a team on daily review of our operational metrics and speak to progress and changes. Notify Service Coordinators of new job booking a...