Account Coordinator

4 weeks ago


Stockton, California, United States Climate Pros Full time
Job Title: Account Coordinator

The Account Management Coordinator plays a vital role in supporting the Account Management Team and serving as a liaison between our Field Service and Billing Departments. This position requires a high level of responsiveness to client needs and the ability to work collaboratively as part of a team in a fast-paced environment.

Key Responsibilities:
  • Monitor and maintain customer work order networks and refrigerant tracking websites as assigned.
  • Process quotes in customer work order networks and in-house software for customers as assigned.
  • Complete invoicing in customer work order networks and in-house software for customers as assigned.
  • Process and track Manufacturer warranty claims.
  • Follow up on parts ordered by purchasing.
  • Create purchase orders for sub-contractors used on service jobs.
  • Follow up with Account Managers on customer quotes that are inactive, aged, or not accepted.
  • Manage dispatches for review, finalize, and submit to billing.
  • All other duties as assigned.
Requirements:
  • Excellent oral and written communication skills.
  • Strong organizational skills.
  • Good problem-solving skills.
  • High School Diploma/GED.
  • 3+ years of clerical or administrative experience.
  • Computer knowledge must include MS Office- Word, Excel, and Outlook.
  • Operation of general office equipment.
Working Conditions:

Regularly required to sit, stand, and walk; occasionally lift and/or move up to 25 pounds; noise level is usually moderate. All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment.

Climate Pros is an equal opportunity employer committed to creating a diverse and inclusive workplace. We value and celebrate the unique perspectives and contributions of individuals, and we prohibit discrimination and harassment based on any protected characteristic as defined by applicable federal, state, and local laws.


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