What are the responsibilities and job description for the Client Account Associate position at Project One?
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
• Be a part of a growing and thriving company with focused professionals
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. Managing on-call and after-hours responsibilities to ensure our clients are taken care of 24/7.
Key Responsibilities & Accountabilities of Client Account Associate
• 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
• Travel to markets to develop relationships and generate more sales for your accounts
Minimum Qualifications
• Desired 2 years of inside sales experience or customer service
• Experience managing projects, work orders, small construction jobs not required but preferred
• 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
Job Type: Full Time
Pay: Est Annual Salary: $55,000.00 - $65,000.00
Supplemental Pay Types: Tiered Commissions, Performance Bonus, Sign-on Bonus
Benefits:
• Market-competitive, employer matching 401(k) Retirement Plan
o For each percent invested by the team member, Project One will match up to 4%
• Paid Time-off
o PTO begins accruing on the first day of employment and becomes available for taking after 90 days
o Up to 80 hours of PTO are granted each year for the first three years
o Up to 120 hours of PTO are granted beginning the fourth year (3-year anniversary)
o Up to 160 hours of PTO are granted beginning the sixth year (5-year anniversary)
• Medical Insurance (coming soon)
Work Setting: In Person with Remote Work Available per the Remote Work Policy
Travel: Quarterly travel expected after first 90 days
Project One is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected class status. All qualified individuals are encouraged to apply. If you need a reasonable accommodation with respect to Project One’s application or hiring process due to a disability, please contact the Human Resources department at recruiting@myproject1.com.
Salary : $55,000 - $65,000