What are the responsibilities and job description for the Account Manager - HVAC position at Leo?
About Leo
Leo is a portfolio of trusted service companies operating under one brand. Our family includes Academy Access Solutions, First Choice Facilities, Caliber, CLM, Impact, and others - all Powered by Leo.
By operating as one team, we invest in our people, systems, and shared ways of working, while continuing to support the local teams and relationships that define our businesses. The result is consistent, reliable service and more opportunity for our people to grow and make an impact.
The Account Manager is the face of Impact Service Group for their assigned clients. They own a full client account inclusive of service quality and growth. They are accountable for the financial and operational health of their accounts.
Summary.
This position is part of the overall HVAC team and is responsible for (1) qualifying vendor proposals, including scope and price, (2) drafting client proposals, and assisting in the daily operations of the team, (3) managing Assistants and their scope of duties. This position requires extensive technical HVAC knowledge, attention to detail, and a cooperative approach with vendors and internal personnel
Job Responsibilities.
Leo is a portfolio of trusted service companies operating under one brand. Our family includes Academy Access Solutions, First Choice Facilities, Caliber, CLM, Impact, and others - all Powered by Leo.
By operating as one team, we invest in our people, systems, and shared ways of working, while continuing to support the local teams and relationships that define our businesses. The result is consistent, reliable service and more opportunity for our people to grow and make an impact.
The Account Manager is the face of Impact Service Group for their assigned clients. They own a full client account inclusive of service quality and growth. They are accountable for the financial and operational health of their accounts.
Summary.
This position is part of the overall HVAC team and is responsible for (1) qualifying vendor proposals, including scope and price, (2) drafting client proposals, and assisting in the daily operations of the team, (3) managing Assistants and their scope of duties. This position requires extensive technical HVAC knowledge, attention to detail, and a cooperative approach with vendors and internal personnel
Job Responsibilities.
- Oversee a team of assistants to properly manage the day-to-day operations per client.
- Meet with clients weekly for reports and updates.
- Provides technical support to HVAC technicians.
- Obtain manufacturer proposals or purchase HVAC materials as needed.
- Ensure work order completion.
- Quote new services.
- Assigns vendors.
- Dispatches technicians timely.
- Ensures resolution to client issues.
- Evaluates and reconciles invoices.
- After-hours/weekend availability for on-call help.
- Other duties as required or assigned.
- Verbal and written communication skills.
- Proficient with typing and computers.
- Detail oriented with the capacity to multi-task.
- Coachable and motivated to work hard.
- Above average people and problem-solving skills.
- Intermediate to Advanced Excel.
- Strong customer service experience.
- 2-3 years of applicable work experience.
- High school diploma.
- Previous HVAC experience a plus.
- National Account experience a plus