Account Specialist

Telgian; Phoenix (AZ); On-site; USD 42,000 - 52,000; Full time

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

The Account Specialist supports the day-to-day management of customer accounts by coordinating service requests, communications, scheduling, documentation, and work order activity. This role works closely with customers, Account Managers, vendors, technicians, Dispatch, and internal teams to ensure services are completed accurately, efficiently, and on time.

KEY 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 my 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.

WHAT WE'RE LOOKING FOR:

• Strong organization and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.
• Strong follow-up, problem-solving, and escalation judgement.
• Customer-focused approach with a sense of urgency.
• Ability to recognize when an issue requires additional support or leadership involvement.
• Ability to work independently while collaborating effectively with a team.
• Experience in customer service, account coordination, operations, or a related field is preferred.

SUPERVISORY RESPONSIBILITIES:

• This job has no supervisory responsibilities.

QUALIFICATIONS:

• Experience required; Customer Service in a Call Center or B2B Environment, Work Order Management, Fire Protection Knowledge.
• High school diploma or general education degree (GED), or one to three months related experience and/or training, or equivalent combination of education and experience.
• Associate degree (AA) or equivalent from a two-year college or technical school, or six months to one-year related experience and/or training, or equivalent combination of education and experience.

COMPETENCIES:

• Ethics- Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Adaptability- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Analytical- Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
• Customer Service- Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Dependability- Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Problem Solving- Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• Occasionally required to stand
• Occasionally required to walk
• Continually required to sit
• Continually required to utilize hand and finger dexterity
• Occasionally required to climb, balance, bend, stoop, kneel or crawl
• Continually required to talk or hear
• While performing the duties of this job, the noise level in the work environment is usually moderate

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.