Account Management Processor

This role involves managing a dedicated customer portfolio while collaborating with branch-level staff in support of delivering exceptional service. The position requires moderate to extensive experience and sound judgment to plan and accomplish assigned tasks in support of specialized client requirements. Located within a local branch office, this role focuses exclusively on serving a distinct customer base, requiring cross-functional collaboration with branch and regional personnel to deliver targeted service solutions.

The ideal candidate will leverage technology and relationship skills to enhance customer experience for this specialized market segment.

• Ensure proper job booking in lock step with sales teams, including daily review of closed un-booked opportunities and complete the booking process.
• Book 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 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 operational metrics and speak to progress and changes.
• Notify Service Coordinators of new job booking and schedule requirement.
• Project reconciliation, ensuring minimal to zero under billed projects.
• Handle new customers and vendors set up accurately to avoid any issues and disputes.
• Accounts Receivable Subject Matter Expert and handle disputes with customers & credit holds.
• Submit Tax Exemption updates.
• Work with technicians and operations teams on Clearing Account review and processing.
• Process parts ordering for repair jobs.
• Process purchase orders.
• AAP processing.

• Detail oriented.
• Excellent communication and customer service skills.
• Self-starter, with strong energy, enthusiasm, and process orientation.
• Strong organization, planning and time management skills.
• Ability to create lasting relationships with external teams.
• Thrives in a fast-paced service environment.
• Knowledge of Salesforce.
• Knowledge of S4 / SAP.
• EHS awareness.

• High School Diploma/GED and 5 years of experience in customer service or service operations OR a bachelor’s degree.
• 2+ years of experience in customer service or service operations.

Employees are eligible for benefits, including:

• Health Care benefits: Medical, Dental, Vision; wellness incentives
• Retirement benefits
• Time Off and Leave: Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty; military leave; purchased vacation
• Disability: Short-term and long-term disability
• Life Insurance and Accidental Death and Dismemberment
• Tax-Advantaged Accounts: Health Savings Account;
  Healthcare Spending Account;
  Dependent Care Spending Account
• Tuition Assistance

This position may be entitled to short-term cash incentives, subject to plan requirements.

Factors which may affect pay within this range include, but are not limited to, skills, education, experience, and other unique qualifications of the successful candidate.