Client Account Manager

Dynamic Facility Services is a rapidly expanding nationwide operator in the commercial facilities sector, specializing in the repair and replacement of access door systems. Our focus on quality and customer satisfaction drives us to deliver comprehensive solutions for all access doors, pedestrian doors, air curtains, locks, loading dock equipment and energy conservation. Our client portfolio includes multi-site customers from various sectors, such as grocery, storage, freight, retail, property management, commercial & industrial warehouses, and more.

At Dynamic Facility Services, we value excellence, teamwork, respect, accountability, and effective communication. Our core values create an atmosphere that is successful and mutually challenging and rewarding. Each team member contributes to maintaining a positive work environment by fostering positive interactions with customers, clients, vendors, co-workers, and management.

Join our team and be part of a company that is committed to making a significant impact on the commercial facilities industry. Together, we foster a positive and growth-oriented work environment where excellence thrives.

As a Client Account Manager, your responsibility is to ensure you are dispatching new work orders, providing accurate scopes to our vendors, running the job from beginning to end ensuring always in the correct stage, as well as ensuring updates are given to the client frequently and accurately to ensure we are meeting client expectations and KPIs.

Daily Responsibilities:

• Processing new work order requests from start to finish
• Input details into NetSuite, search for vendor, contact the vendor, set up the service with the location, and follow up to ensure the job is complete.
• Assisting with vendor search if a vendor is needed that is not in our internal system
• Providing frequent updates to your external clients and Management when necessary
• Communicate with vendors and clients in a professional manner
• Ensure any foreseeable escalations are brought to Leadership to assist you
• Working with external 3rd party systems such as ServiceChannel, Corrigo, FEXA, FM Pilot, etc.
• Review your dash throughout the day
• Ensure that you are meeting set company goals such as GM, Volume, etc
• Review accounting exceptions and ensure they are brought to resolution
• Confirming the basic cost structure of a work order which includes, but is not limited to (Doors, Locks, Docks)

Managing Clients:

• Monitor emails for communication from the client, and respond if you can retrieve the answer from the work order. If you cannot, then you will need to reach out to our vendor. When replying to the client, you can use verbiage like “We are looking into it, circling back with our vendor, will advise shortly, etc.
• Manage new opportunities received, email acknowledgment to client when applicable, vetting work order to confirm information is correct, assign to a vendor, and providing additional details to the vendor they may need to effectively dispatch and complete the job
• Review quotes from the vendor vet for errors or discrepancies, when issues are found, review with the vendor and/or Management
• Submit quotes to the client within your parameters (Up to $2k)
• Ensure emergency and urgent tickets are handled correctly and timely

Company Expectations:

• Must have industry experience
• Volunteer for after-hours/weekend shifts to help provide support to the team
• Assist team by covering for other CAMs while they are on break or out for the day
• Ensure vendors comply with work order and billing requirements
• Answer inquiries and follow up quickly to resolve issues promptly
• Work collaboratively across teams to ensure work orders are processed correctly and efficiently
• Other duties as assigned by Leadership

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: Hybrid remote in Chadds Ford, PA 19317