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Service Account Specialist Level I

3 months ago

Anaheim, United States Climatec LLC Full time

**about Climatec**

For over 40 years, Climatec has steadily invested in their people, technology, and services to be a trusted business partner for building solutions. As part of the Bosch Building Technologies Integrator Business in North America, Climatec is one of the leading providers of building technologies and energy solutions in the nation - delivering results for thousands of customers, every day. Climatec’s strategic business partners include the world’s leading suppliers of building automation, security, life safety, and energy efficiency technologies.

**about Bosch**

The Bosch Group is a privately held supplier of innovative technology and services with over 400,000 associates worldwide. Its unique private ownership structure was established to promote entrepreneurial freedom and long-term business focus. Bosch’s operations serve millions of customers across four business sectors: Mobility Solutions, Industrial Technology, Consumer Goods, and Energy and Building Technology.

**Level Descriptions**:
**Level II** - Consistently achieves all the objectives of this position. This individual also provides mentoring and direct day-to-day supervision to level I positions.

**Senior** - Highly experienced in the position. Advanced awareness of the technical needs of controls system programming, integrations to other systems, and very sophisticated HVAC strategies if working in the control field.

**Job Duties & Responsibilities**:

- Coordinates with the Service Coordinator if applicable to manage the scheduling of specialists for all service agreements
- Coordinates with the Service Coordinator if applicable to manage the day-to-day scheduling for emergency and T&M projects
- Coordinates with the Service Coordinator if applicable to manage service retrofit projects
- Coordinates with the Service Coordinator if applicable to manage the receipt, verification for accuracy, and entering of service work orders and employee time sheets
- Is engaged with service customers, ensuring Climatec BTG meets and exceeds our commitments to our customers
- Provides ideas and technical support to customer and service sales as required for the generation of additional work to be added to the TSA, performed as T&M, or booked as service retrofit
- Coordinates with service sales as applicable for TSA renewal and escalation
- Routinely performs customer QA’s informally as well as formally when scheduled
- Follows up on customer issues in a timely fashion as established by customer and other Climatec BTG employees insuring timely, accurate, and pertinent communication as required both verbally and/or in writing
- Provides project management on TSA’s, T&M, and service retrofit work
- Coordinates with the Material Coordinator to ensure employee truck stocks are kept accurate and material used from them is replaced in an accurate and timely fashion
- Works closely with the Collections department and other employees as required insuring timely collections for T&M, service agreements, and service construction
- Coordinates material orders and timing with Material Coordinator to maximize cash flow and material handling efficiency
- Coordinates with Subcontractors or internal installation team to achieve maximum value in installations
- Provide support to Climatec and other contractors to solve building operating issues that go beyond the controls or special systems operation
- Communicate with internal employees as required to ensure Climatec labor is accurate and timely and estimated productivity is achieved in all areas
- Provide leadership and input to others as requested or required to assist in the accurate estimation, design, installation, start up, commissioning, and training for building systems
- Communicate with external organizations as required such as consulting engineers, building owners, and other contractors to ensure accurate and timely engineering
- Provide support for ongoing service engineering and support for existing building systems
- Keep service management system updated and employ it to achieve maximum productivity
- Required travel up to 25% within the state, with occasional overnight stays
- Other duties as assigned

**Skills & Qualifications**:
**Basic Qualifications**:

- Minimum of high school diploma.
- At least 5 years of Executive Level Customer Service experience.
- At least 2 years of Sales Experience and Account Management.
- Understanding of basic computer systems, including the MS Office Suite of products.
- Clear and concise communication skills, both verbal and written.
- Empathy and creativity in understanding and resolving issues to achieve successful outcomes for customers and employees.
- Demonstrated experience in effectively assisting both internal teams and external clients/customers.
- Travel up to 25% within the state, with occasional overnight stays.

**Preferred Qualifications**:

- Two-year technical degree in HVAC or Electronics related studies.
- At least 2 years o