Account Manager

AllModular Systems, Inc.; Commerce (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

AllModular Systems, Inc. is seeking an Account Manager to direct planning and execution of work orders for assigned accounts. The role covers client relationships, identifying new business opportunities, and ensuring collections stay on schedule.

The successful candidate will coordinate activities across departments, manage work orders, and communicate status and milestones to clients. Strong interpersonal skills and project-management experience are essential for maintaining customer

Qualifications

• Strong interpersonal and communication skills.
• Excellent organizational and administrative abilities.
• Commitment to professionalism, integrity and customer satisfaction.
• Ability to manage multiple projects with changing priorities.
• Ability to maintain high work standards under pressure.

Responsibilities

• Acts as single point-of-contact coordinating activities, services, orders, deliveries and installations for each account.
• Maintains client relationships to ensure ongoing business and high satisfaction.
• Provides project status reports and attends site visits as needed for project and installation meetings.
• Manages billing, invoicing and contract documentation related to assigned work orders.
• Ensures adherence to client and company standards and timely completion of tasks.

Skills

Interpersonal communication

Organizational skills

Client relationship management

Problem solving

Job description

The Account Manager directs the planning and execution of all work orders for their assigned accounts. The Account Manager also handles all aspects of client relationships, including maintaining or improving customer satisfaction, identifying new business opportunities and margin improvements, and ensuring collections are on schedule.

Specific Responsibilities and Duties

Customer Service

• Serves as single point-of-contact for coordinating activities, services, orders, deliveries, receiving and installations for each assigned account.
• Provides timely response to client requests for products and services, and timely responses to other departments within AllModular
• Maintains comprehensive understanding of client needs, processes, protocols, corporate goals, business practices and performance criteria.
• Manages client relationships to deliver customer satisfaction and ensure strong ongoing business relationships.
• 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, Project planning, installation scheduling, pre-installation meetings, shipping & receiving and Asset Management.

Account Management

• Oversees all customer projects and work orders; directs implementation of customer orders and service requests.
• Reviews work plans, schedules and logistics established for client projects.
• Provides ongoing project status reports to clients.
• Attends site visits when required and project and installation meetings as necessary.
• This is on a project-by-project basis.
• Ensures Allmodular and client standards of performance are met on all project work.
• Maintains and communicates all project documentation to customers and within Allmodular Systems.
• Manages team assignments to ensure workload is balanced and supported.

Field OPS Coordination

• Initiates and oversees deliveries and installations; provides order management on all projects.
• Analyzes order requirements, details scope of work, and communicates clearly to Field OPS, reviews all pricing and ensures that all Labor PO’s match the quote.
• Schedules work with dispatcher for deliveries and small installations.
• Attends all internal meetings and is prepared with the necessary documentation to convey all details clearly.
• Communicates with customers on schedule of work, site requirements and project parameters for deliveries and small installations.
• Plans all pre-install meetings to communicates with field staff regarding project details.

Work Order Management

• Sends order information to appropriate internal and external personnel (Account Management staff, operations, customer, etc.). (Pulls, Asset Management requests, Touch-up, deliveries)
• Reviews receiving information from warehouse and acknowledges the matching of order; assists with resolving discrepancies. (Must review all documents from dealer or vendor and accountable to make sure all information is uploaded into IQ.)
• Prepares Work Order packet and delivers to dispatch by the designated time of day.
• Provides schedule information to dispatcher.
• Ensures all punch list work is done in a timely manner.
• Follow up with Lead on all FCO submitted into Smartsheet to make sure it is accurate and has been acknowledged by the client.
• Preparation of billing for product delivered and work performed; verifies invoice amounts and balance.
• Maintains all Un-invoiced reports and has the information updated before meeting with Finance.
• Uploads all Labor PO’s into IQ
• Closes out projects in a timely manner.
• Manages customer sign-offs for all assigned work orders.
• Manages invoices for all product and service work for assigned Work Orders. (If progress billing, all information to be given to Finance by the 18 th of each month)
• Manages Job registrations for union reporting.

Responsibility & Accountability

• Accepts accountability for project cost (goal hours), completion, schedule, punch-list, customer satisfaction and financial results.
• Takes strong role in the accountability of the projects assigned and follows up through completion.
• Assists in developing and maintaining relationships with Clients, understanding operations procedures, work practices, standards of performance.
• Responsible to work in a professional manner at all times with fellow employees.
• Completes projects with attention to detail and minimal to no punch work.
• Assist Field OPS in evaluating Leads and installers.
• Attending all PPC, Job Review and Pre-installation meetings.

Experience, Education and Skills Required

• Interpersonal and communication skills to interact effectively with a wide range of people both within and outside the company.
• Strong organizational and administrative skills; good oral and written communications abilities
• Demonstrated commitment to professionalism, integrity and sound judgment in business transactions, and to providing the highest level of customer satisfaction.
• Ability to maintain high work standards while under stress and while coping with ever changing work demands.
• Ability to remain organized and effectively manage individual and team time schedules while working on multiple projects in various stages of completion.