Account Coordination Specialist

Telgian

Phoenix (AZ)

On-site

USD 42,000 - 52,000

Full time

24 hours ago
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Job summary

Telgian in Phoenix, AZ, seeks an Account Specialist to manage daily customer communications, service coordination, scheduling, and documentation. You will liaise with Account Managers, vendors, technicians, Dispatch, and internal teams to ensure timely service delivery and accurate work orders.

The role emphasizes strong organization, clear communication, and the ability to manage multiple priorities with urgency. Prior experience in customer service or account coordination is preferred.

Qualifications

  • Experience in Customer Service in a Call Center or B2B Environment.
  • Work Order Management experience.
  • Fire Protection Knowledge.

Responsibilities

  • Manage daily customer communications, inboxes, and account requests, prioritizing urgent and time-sensitive items.
  • Coordinate new service orders and monitor work orders through scheduling, dispatch, completion, documentation, and billing.
  • Communicate with customers, vendors, technicians, Account Managers, Dispatch, Facilities Managers, and AHJs to keep services moving.
  • Provide timely status updates and proactively follow up on open, delayed, or at-risk work.
  • Coordinate inspections, scheduling, and service requirements while resolving conflicts or changes as needed.
  • Review and track service documentation to ensure work orders are complete and accurate.
  • Clarify customer Scope of Work requirements and ensure vendors and technicians have the information needed to perform services.
  • Monitor Purchase Order (PO) and Not-to-Exceed (NTE) requirements and maintain accurate tracking.
  • Support billing workflows by monitoring completed work and identifying items that may prevent invoicing.
  • Identify potential service risks, customer concerns, delays, or workflow issues early and take appropriate action to resolve them.
  • Escalate unresolved issues, missed deadlines, service delays, customer complaints, or other account risks to the Account manager or appropriate leadership in a timely manner.
  • Provide clear escalation details, including the issue, actions already taken, current status, customer impact, and recommended next steps when appropriate.
  • Continue to monitor and follow up on escalated issues until resolution, keeping the appropriate stakeholders informed of progress.
  • Maintain accurate account and work order information across internal systems.
  • Attend team and account meetings prepared with updates, risks, and action items.
  • Take ownership of assigned tasks and follow through until resolution.

Skills

Customer service
Account coordination
Communication
Scheduling

Education

High school diploma or GED
Associate degree (AA)
Related experience/training

Tools

CRM software

Job description

Telgian in Phoenix, AZ, seeks an Account Specialist to manage daily customer communications, service coordination, scheduling, and documentation. You will liaise with Account Managers, vendors, technicians, Dispatch, and internal teams to ensure timely service delivery and accurate work orders.

The role emphasizes strong organization, clear communication, and the ability to manage multiple priorities with urgency. Prior experience in customer service or account coordination is preferred.

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