Roofing Service Account Manager

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)

o   Contact client within 24 hours of receiving job folder

o   Schedule appointment to investigate leak/repair request

o   Update notes in Pipedrive and update job board

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

·       Proposals and Estimates:

o   Prepare estimate and scope of work for repairs

o   Complete and send proposal with photos to client

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

o   Once approved add the job to the approved board and add job folder to the scheduling board

·       Scheduling:

o   Manage and schedule approved jobs

o   Communicate scope and materials to Service crew and ensure they are prepared

o   Route/schedule service jobs in an efficient manner

·       Billing:

o   Ensure job was completed to scope

o   Review photos

o   Review job was completed per budget

o   Send 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