Account Coordinator

Service West, Inc.; San Leandro (CA); Hybrid; USD 64,000 - 86,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Paid time off

Parental leave

Vision insurance

Work from home

Job summary

Service West, Inc. in California seeks an Account Coordinator to manage the full work order fulfillment process, from order entry through punch list, while supporting Account Management and delivering accurate, timely service to customers.

The role emphasizes communicating with customers about order status, coordinating deliveries and installations, and handling billing with precision. A one-day remote option may be available after training; compensation is $75,000 annually.

Qualifications

• 1 year experience as Account Coordinator (Required).
• Construction or Logistics experience preferred.
• Hybrid remote work location in Oakland, CA.

Responsibilities

• Communicates order status, scheduling of orders for delivery/installation, and punch list resolution to customers.
• Initiates and oversees deliveries and small installations; provides order management on all work, including large projects.
• Prepares Work Order packet and delivers to operations; ensures punch list work is completed timely.
• Manages invoices for all product and service work for assigned Work Orders.

Skills

Customer service

Scheduling

Communication

Account management

Job description

Note:At Service West, we put our customers first and continually strengthen our partnerships through our employee’s hard work, ingenuity and determination. Our 45-year history is a reflection of our collective efforts and focus.

We provide a team-family environment that promotes safety, personal growth, opportunities for advancement and professional achievement. Critical to our continued success is hiring and developing exceptional employees. We have high standards for our employees, with good reason. They represent Service West, our family, our brand, and our values to customers and our team members.

Basic Function:

The Account Coordinator manages the entire work order fulfillment process. This includes managing customer orders from order entry through punch list, providing support to Account Management, and delivering accurate and timely service to customers.

Compensation: $75,000

Specific Responsibilities and Duties include but are not limited to:

Customer Service:

• Communicates order status, scheduling of orders for delivery/installation, and punch list resolution to customers.
• Provides accurate and timely response to customer questions on all aspects of Work Orders.

Account Coordination:

• Initiates and oversees deliveries and small installations; provides order management on all work, including large projects.

Analyzes order requirements, details scope of work, requests service pricing and schedules work with dispatcher for deliveries and small installations.

• Communicates with customer on the schedule of work, site requirements and project parameters for deliveries and small installations.
• Communicates with field staff regarding project details.

Work Order Management:

• Sends order information to appropriate internal and external personnel (Account Management staff, operations, customers, etc.).
• Resolves discrepancies with factory; sends acknowledgments to the customer; verifies ship date with the customer.
• Reviews receiving information from warehouse and matches to order; resolves discrepancies.
• Prepares Work Order packet and delivers to operations.
• Ensures all punch list work is done in a timely manner.
• Preparation of billing for product delivered and work performed; verifies invoice amounts and balance.
• Manages customer sign-offs for all assigned work orders.
• Manages invoices for all product and service work for assigned Work Orders.

Note: One day remote option after training which is 3-6 months

Job Type: Full-time

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Shift:

• 10 hour shift
• 8 hour shift
• Day shift

Experience:

• Construction: 1 year (Preferred)
• Logistics: 1 year (Preferred)
• Account Coordinator: 1 year (Required)
• Modular Furniture: 1 year (Preferred)
• Work Location: Hybrid remote in Oakland, CA 94621