Service Account Manager
Company: Hoffman & Hoffman Inc
Location: Raleigh
Posted on: January 18, 2026
|
|
|
Job Description:
Job Description Job Description Job Title: Service Account
Manager Department: Service Reports to: Service Sales Manager
Position Purpose: Interfaces with customers, construction sales and
operations, service sales, service coordinator, service technicians
and management to fulfill the needs of our service agreement
customers. Deliverable reporting and customer relations with our
service customers will be the primary responsibility. This position
will also provide sales assistance, part quotes, scheduling support
and monitoring service agreement contract financials. Supervision
of subcontractors and suppliers is required. Employment at Will:
Nothing herein is intended to create a contract of employment or to
guarantee employment for a definite duration. DUTIES AND
RESPONSIBILITES: Schedule and participate in meetings for new
agreements Set up new agreements for service execution (PM
documentation, PM book) Perform PM agreement kick-off meeting with
service sales/service technicians and customer Schedule,
coordinate, monitor and document all PM agreement visits
Review/edit/send PM deliverable reports (monthly visit reports and
annual re-cap reports) Document/maintain all PM deliverable reports
in the PM reports folder on server. Update/maintain service
contract list spreadsheet Coordinate follow-up visits as needed
with customer Prepare quotes as needed and assist Sales as needed
Document/maintain all service quotes using service quote log
spreadsheet on server Establish, maintain relationships with
service agreement customers Financial responsibility of Service
agreement execution Review departmental financial reports for PM
agreements on a quarterly basis Meet with management to review
financial status of Service agreements. SKILLS AND ABILITIES:
Ability to plan, schedule and manage large scale PM agreement base
business Knowledge of HVAC DDC control theory & applications and
mechanical systems Strong time management and organizational skills
Ability to work on mid to long-term projects and still be able to
react to unanticipated demands for your time (customer phone calls,
dial-ups, etc.). Strong communications and interactive skills
Strong Microsoft Excel/Word skills Ability to lead by example with
a cooperative positive attitude EDUCATION, SKILLS AND EXPERIENCE
REQUIREMENTS: Equivalent combination of education (Undergraduate
engineering degree) and experience At least 5 years of experience
in HVAC and/or Mechanical systems At least 5 years of experience in
Project/Account Management PHYSICAL DEMANDS: Standing: Frequently
Walking: Frequently Sitting: Frequently Handling/Use of hands:
Frequently Bending: Frequently Pushing/Pulling 12 lbs or less:
Frequently Lifting/Carrying 10 lbs or less: Frequently
Lifting/Carrying 11-20 lbs: Occasionally Reaching Outward:
Occasionally Reaching Above Shoulder: Occasionally
Squatting/Kneeling: Occasionally Note: " This job description is
intended to provide information regarding the essential functions
and basic duties of this position. It is not intended to be
construed as an exhaustive list of all functions, responsibilities,
skills and duties that could be assigned. Additional functions and
requirements may be assigned by management as it deems appropriate.
This document does not constitute a contract and is subject to
change at the discretion of Hoffman Building Technologies, Inc."
EEO Employer/Vets/Disabled No phone calls or drop-ins please.
Keywords: Hoffman & Hoffman Inc, Winston-Salem , Service Account Manager, Customer Service & Call Center , Raleigh, North Carolina
