Account Coordinator

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.

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.
• Provides schedule information to dispatcher.
• Ensures all punch list work is done in a timely manner.
• Initiates T & M quotes.
• 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

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• 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