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Account Coordinator

2 months ago

San Diego, United States Palm Construction Group Full time

Company Description

Palm Construction Group Specializes in Facility Maintenance and Construction Services. We manage every aspect of the construction process for our clients, from start to finish, while providing best-in-class service. Our work is our passion, and we strive to exceed expectations and deliver peace of mind.  


Role Description

This is a full-time role for an Account Coordinator at Palm Construction Group. The Account Coordinator will be responsible for supporting Account Managers with the following tasks: managing client accounts, maintaining client relationships, and coordinating project timelines. They will also work with existing and new vendors ensuring scheduled dates and deadlines are being met. They may have to order parts from suppliers at times. They will input data related to job statuses, including taking notes from field technicians. Exceptional Account Coordinators will have the opportunity to become Account Managers with accounts of their own. This is an on-site role located in San Diego, CA.


Essential Duties and Responsibilities

● Manage client work requests, ensuring requests are completed within the specified timeframe and quality standards.

● Schedules, expedites & tracks work orders from customers including submission into client systems / platform. 

● Communicate receipt of new work requests and provide status updates to assigned client accounts via email, phone & Client’s work order management system (i.e. ServiceChannel). 

● Address work request issues as they arise, escalating to management as necessary.  

● Source & onboard new vendors as needed to address client needs in a timely manner. 

● Collaborate with and schedule third party vendors as necessary to procure materials, supplies, and services as necessary.

● Using Facil-IT, ServiceChannel, Corrigo, Fexa & other WO mgmt. software; create estimates and proposals with detailed scopes of work.  

● Negotiate rates with clients & PCG Vendors, within Company-defined guidelines.

● Ability to search and price materials to ensure best value for our clients. 

● Perform other duties as assigned.


Required Skills and Abilities:

  • Obsession with client / vendor service & satisfaction. 
  • Prioritization: Manages and coordinates multiple projects/assignments simultaneously and completes tasks accurately and timely.
  • Attention to Detail: Strong attention to detail without losing the big picture.
  • Goal Oriented: Remains focused on goals and leverages resources to attain goals.
  • Risk Management: Takes thoughtful risks knowing that taking a risk is often better than not acting at all. Aligns risk management plans with management.
  • Problem Solving: Assesses situations quickly, reviews options, recommends solutions to management. Collaborates with PCG team.
  • Process Improvements: Ability to strengthen and improve efficiency of work processes while meeting Customer KPIs within Budget thresholds.
  • Networking: Ability to make connections easily to build client and service provider relationships.
  • Time Management: Dedicates appropriate time to priorities, not easily distracted, and follows-up appropriately.
  • Excellent organizational and time-management skills. Able to work accurately under pressure to meet competing deadlines, including prioritizing multiple tasks, and managing ongoing initiatives.
  • Excellent verbal and written communication skills.
  • Ability to work independently within established procedures.


Required Education and Experience:

● Must be authorized to work in the United States.

● Bachelor’s Degree in Construction Management, Facility Management, or related field preferred but not required. High school diploma or GED certificate required.  

● Strong client service background to provide the highest level of service to our clients.

● Experience in negotiation and management of third party vendors.   

● Competency in reading and understanding drawings.

● Proficiency in Microsoft Office and Google Suite.



Physical Job Requirements

● Frequently listening to and speaking with other individuals via phone and video.

● Frequently sitting at a desk and working on a computer to input data, run reports, etc.