Account Manager, Robert Half

Account Manager

Robert Half

Location:

United States, Santa Clara

Category:

Sales

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

We are offering a permanent employment opportunity for an Account Manager to be based in Santa Clara, California. The function of this role lies in managing key accounts, providing excellent customer service, and ensuring smooth operations within the service contracting industry.

Job Responsibility:

Manage the relationship with assigned customers, including handling inquiries, providing quotes, and ensuring effective communication
Work closely with Service Managers to address operational issues and finalize job close-outs
Ensure all job orders are comprehensively verified, including labor, freight, charges, and materials, before project completion
Adhere to customer protocols for documenting refrigerant leaks and gas additions
Generate and coordinate Preventative Maintenance jobs, including drafting service details and scheduling technicians
Take responsibility for scheduling recurring tasks such as Preventative Maintenance, CARBs, leak inspections, and filter changes
Assist in the creation and review of customer contracts, ensuring all details are accurate and up to date
Regularly update after-hours service details and add new customer locations and company details into Service Trade software
Collaborate effectively with the team to support the management of accounts and the delivery of high-quality service to customers

Requirements:

Proven experience in Account Management is essential
Proficiency in managing Service Contracts effectively
Strong ability in delivering an exceptional Customer Experience
Must possess the ability to Multi Task in a fast-paced environment
Excellent Communication skills, both written and verbal, are mandatory
Knowledge of HVAC systems would be advantageous
Demonstrable skills in Account Maintenance are required

Nice to have:

Knowledge of HVAC systems would be advantageous

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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