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Client Account Associate

3 months ago


Peoria, United States Project One Full time

**Employment/FLSA Status**:Full Time, Regular, Exempt (Salary)

**About The Company**

Project One is a nationwide facilities maintenance company that was founded by the vision of varied industry professionals. We are a company that highly values relationships and provides exceptional service. Project One has become a trusted Commercial service provider for big box retailers, restaurants, and many concepts across the country. Our top priority is our customer service and quality of work. Project One undertakes emergencies, on-demand repair, renovation, construction, and maintenance projects.

**What’s in it For You**:

- Project One will provide you with a company owned laptop that can be utilized remotely if needed
- Market-leading benefits program including 401k and paid time off
- Take charge of your career through growth opportunities and management positions

**Summary**

Managing a portfolio of accounts to achieve long-term success. Developing positive relationships and handling customers' needs. Generating new sales using existing customers and seeking new customers, encourage repeat business and ensure that clients are satisfied with company products and services

**Key Responsibilities & Accountabilities of Client Account Manager**
- Demonstrate innovative ways to insure exceptional customer service
- Acting as the main point of contact between the company and clients
- Works with dispatch to insure complete management of job completions and accuracy
- Works with purchasing to ensure clients expectations of products and services are met
- Ensuring Sub Contactors and Technicians are meeting expectation on jobs and projects
- Preparing and sending quotes and proposals to clients
- Ensuring that all contracts and necessary paperwork are signed for large projects
- Tracking and uploading all expenses for all jobs to ensure accuracy
- Preparing invoicing and submitting them to clients
- Ensuring clients are not past due on invoices
- Maintaining an accurate record of client payments
- Resolving client complaints in a professional manner and reporting them to management as required
- Introducing new company products and services to existing clients
- Developing and maintaining solid client relationship by regularly following up on clients
- Drive company sales by building and maintaining relationships with existing and new clients
- Report tracking of current projects to clients and management
- Sales reporting to Management weekly and quarterly

**_ Minimum Qualifications_**
- Desired 2+ years of inside sales experience or customer service
- Experience with SimPro, Service Channel, Compass, Eco Trak, and FM Pilot2 not required but preferred
- Proficient in all Microsoft Office Applications not required but preferred

**_
Basic Areas of Knowledge & Skills_**
- Ability to cold call with assertive, positive, and persistent style
- Ability to work independently and in a team setting
- Relationship Building Skills
- Understands the importance of self-motivation, time-management, and organizational skills
- Thrives in a fast-paced environment that requires problem solving and decision making
- Strong analytical skills
- The ability to multitask
- Strong negotiation skills
- Effective communication skills