Roofing Service Account Manager - Butler Recruitment Group

Title: Service Account Manager

Supervises: Field Personnel and Subcontractors

Objective: Oversee Service Accounts from intake to billing to ensure the Service Department is profitable.

Job Responsibilities:

·Lead Intake: (After job folder is created by Admin)

oContact client within 24 hours of receiving job folder

oSchedule appointment to investigate leak/repair request

oUpdate notes in Pipedrive and update job board

oCoordinate schedule to optimize the number of repairs that can be visited in a day

·Proposals and Estimates:

oPrepare estimate and scope of work for repairs

oComplete and send proposal with photos to client

oFollow-up once per week for status of pending items to be approved

oOnce approved add the job to the approved board and add job folder to the scheduling board

·Scheduling:

oManage and schedule approved jobs

oCommunicate scope and materials to Service crew and ensure they are prepared

oRoute/schedule service jobs in an efficient manner

·Billing:

oEnsure job was completed to scope

oReview photos

oReview job was completed per budget

oSend complete job to billing department for invoicing

·Handle day to day questions regarding service jobs

·Work with project manager and billing department to ensure all jobs are accounted for

·Workload to be shared during rainy season but musted be monitored and managed by the Service Manager

·Ensure Service crew(s) are completing jobs properly and on budget

·Must be a team player