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Account Services Coordinator

This position will use spreadsheets and other standard office applications to record and process sales/operational/financial documentation related to vendors, clients, service providers, and internal customer accounts. Will receive signed proposals from sales representatives, and work to process all necessary orders and coordinate with services (both internal and service partners) for installation, while maintaining effective client and sales contact and communication throughout the project. Will ensure each project is managed through to completion and all hand-offs are effectively and efficiently managed. Will collaborate with warehouse and finance to maintain inventory levels. Will consistently follow-up with clients to ensure complete and total satisfaction with the solutions process. May consult with the finance team to ensure customer billing is accurate and assist with the monitoring of project P&L. Will help establish methods and processes to ensure customer satisfaction and business efficiency. Be an consummate team player, courteous, and attentive. We offer competitive pay, competitive health insurance, paid vacations, paid holidays, and a company sponsored retirement plan. Non-smoking facility.

Requirements:

  • Valid driver’s license
  • Drug test/ background check
  • Able to work 8-5 weekly (Monday-Friday), but able to work after hours as needed to address a client issue/need
  • PMI certification or willingness to pursue PMI certification
  • Excellent interpersonal, written, and oral communications skills
  • Excellent listening skills and the ability to ask probing questions, understand concerns, and overcome objections
  • Exceptionally strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
  • Must possess a professional and friendly attitude and be able to quickly develop a rapport with customers, service providers, suppliers, and fellow company associates over the phone and in person
  • Consummate team player, able to interact with other teams to ensure customer and business needs are met
  • Professional appearance and demeanor – always!

Duties & Responsibilities:

  • Provide accounting, clerical, and project management support to the Account Services team
  • Type accurately, prepare and maintain documents and records
  • Process (sales) orders for materials and services
  • Obtain/maintain an understanding of the common technologies deployed for ISS-KY customers
  • Review and collaborate on Solutions Design documents
  • Coordinate (entry-to-advanced-level engagement) delivery/installation services with internal and external service partners, including:
  • Coordinate delivery schedules with both logistics providers, internal services team, and service providers
  • Coordinate the delivery of parts and supplies to the site in advance of technician arrival
  • Lift approval
  • Monitor delivery schedules
  • Being available for direct (phone) conversations with on-site technicians
  • Confirm shots (video angles, etc…)
  • Troubleshooting
  • Work verification (to ensure job completeness)
  • Return trip approval
  • Enter key data daily/weekly/monthly of financial/sales information in database or other software tools (e.g., upload work-orders into system(s))
  • Quality check completed work-orders
  • Coordinate with 3rd party PM’s (e.g., service providers, general construction, etc…)
  • Develop or coordinate the development of any delivery tools (e.g., fobs, drives)
  • Coordinate the return of equipment, as needed/appropriate
  • Coordinate delivery of additional parts or equipment, as needed/appropriate
  • Effectively communicate with customers to ensure highest level of satisfaction
  • Provide general assistance and support on proposals, contracts, and other related processes
  • Collaborate with finance on billing-related questions/issues
  • Notify management and recommend corrective action for any perceived inventory issues
  • Inform management and compile reports/summaries on activity areas
  • Function in accordance with established standards, procedures and applicable laws
  • Constantly update job knowledge
  • Maintain inter-office mail/email
  • Help with general company activities, as needed or when available