Service Account Coordinator*

ViziRecruiter,LLC.; Charlotte (NC); On-site; USD 50,000 - 75,000; Full time

Job summary

A leading solutions provider in Charlotte is seeking an entry-level Account Coordinator to support account management and project operations. This role emphasizes training for a sales-focused career path. Responsibilities include assisting account managers, pursuing maintenance contracts, and managing project details. Ideal candidates possess a high school diploma or equivalent, with vocational training or experience in HVAC or Plumbing preferred. Strong problem-solving skills, adaptability, and good customer service are essential for success in this role.

Qualifications

• Self-motivated, team-oriented, able to work independently.
• Must have basic computer skills and knowledge of software applications.
• Excellent time management skills for balancing tasks and deadlines.
• Ability to read and understand technical drawings.

Responsibilities

• Assist the account manager with project coordination and customer relations.
• Pursue preventative maintenance contracts and service sales.
• Understand project documents and assist with cost projection.
• Oversee management of materials, equipment, tools, information, and subcontractors.
• Assist with cost projection and management.
• Promote safety and company culture.
• Participate in project planning and execution to maximize SQPCE performance.
• Act as a company ambassador to ensure consistent project implementation.
• Follow company values and procedures.

Skills

Self-motivated

Adaptable

Customer service

Time management

Mechanical aptitude

Problem-solving

Education

High school or equivalent

Degree in Engineering or Construction Management

Vocational training in HVAC or Plumbing

Technical or trade school

Bachelor's degree

Tools

PC experience (Windows)

Word processing software

Spreadsheet software

Database software

Database software

Job description

McKenney’s has been going strong for more than seven decades. Our culture values people and ideas, and we work together to deliver the most innovative solutions to our customers. We help you grow in your career through training and support, and as an equal opportunity employer, we provide comprehensive benefits and give you a firm foundation for the future.

Overview

This role is the first step toward becoming an Account Manager. While you’ll start by coordinating work and supporting existing accounts, our goal is to help you grow into a sales‑focused Account Manager who leads customer relationships and drives new opportunities. If you’re interested in a long‑term career in sales and account management—not just coordination—this is the right path for you.

Responsibilities

• Assist the account manager in all functions: sales, correspondence, customer relations, project coordination, scheduling, drawing review, and estimation.
• Proactively pursue preventative maintenance contracts and service sales.
• Review and understand contractual scope and project documents (drawings, submittals, equipment operations, and maintenance manuals)
• Oversee management of materials, equipment, tools, information, and subcontractors
• Assist with cost projection and management
• Promote and uphold McKenney’s safety absolutes, best practices, and company culture
• Participate in project planning and execution to maximize SQPCE performance
• Act as a company ambassador by marketing and promoting consistent and excellent project implementation
• Understand, practice, and promote all company values and operational procedures

Requirements

• High school or equivalent
• A degree in Engineering or Construction Management or at least 5 years of HVAC or Plumbing experience/vocational training.
• Must have basic PC experience in Windows environments, working knowledge of Word processing, spreadsheets, e‑mail, Web-enabled applications, and database software

Preferred Requirements

• Technical school
• Trade school
• Bachelor’s degree

Knowledge, Skills, and Abilities

• Self‑motivated, team‑oriented, and able to work independently
• Highly adaptable and able to respond quickly to changing customer demands
• Strong desire to provide excellent customer service with a genuine passion for the company and industry
• Excellent time management skills: able to prioritize, balance urgent vs. important tasks, manage multiple deadlines, and maximize efficiency
• Committed to accuracy, quality, and meeting challenging work goals and deadlines
• Good mechanical aptitude with the ability to read and understand various technical drawings (mechanical, electrical, plumbing, architectural, civil, structural)
• Strong problem‑solving and reasoning abilities
• Willingness to take on additional responsibilities and manage priorities with minimal guidance
• Exceptional work ethic; upholds company values and demands the highest standard of conduct from self and others
• Professional and polished image that inspires confidence and trust

Working Conditions and Physical Efforts

• Work involves moderate exposure to elements, such as hot/cold temperatures, dirt, dust, and/or loud noises.
• Work environment involves some exposure to construction, mechanical, and electrical‑related hazards, or physical risks, which require following basic safety precautions.
• Moderate physical effort. Requires handling of average weight objects up to 50 pounds and extensive standing and walking.
• Work requires local and occasional out‑of‑town travel to job sites and customer locations.
• Performance of the required duties will require physical ability to climb permanent and temporary stairs, passenger use of construction personnel hoists, ability to climb ladders and scaffolds, and to negotiate work areas under construction.