Service Accounts Coordinator - Team Lead
Vector SecurityAbout the role
At Vector Security We Think Big, Do the Right Thing, and Make a Difference Every Day! If this is how you like to work, we’d like to invite you to join our team as a Service Accounts Coordinator - Team Lead!
We offer great benefits, a competitive salary, and growth opportunities. We think you’ll find what you want here because what we do matters - to us, our customers, and most of all, our team members.
Location: Remote - US/USA
Summary:
As a Service Accounts Coordinator - Team Lead, you will manage daily escalations for customer accounts, communicating with customers and creating processes. Maintain and update customer-specific processes in Twiki to provide efficient customer service.
What You'll Do:
- Assessing Billing Requirements:
- Create estimates for service work using POR form and coordinating with customers for approval and updates.
- Assess the customer’s billing requirements and scope of work to ensure correct and timely processing of TNB (Temporarily Not Billable).
- Review work orders and coordinate with departments to assess customer invoices and billable determinations for Accounts Receivable disputes.
- Follow up with field technicians to gather additional information regarding in-progress or completed work orders.
- Work Order Reporting & Maintenance:
- Run and assess weekly reports from D365 on opened or closed work orders and ensure efficient completion of scope of work.
- Collaborate with internal departments and field technicians to ensure that service jobs are progressing toward timely completion.
- Run and assess daily reports from D365 of emergency service requests to ensure technician response and closure of customer requests.
- Follow-up with field technicians to gather additional information regarding in-progress or completed work orders.
- Coordinate as needed with internal departments to handle escalated customer issues and provide troubleshooting resolutions.
- Customer Meetings:
- Participate in regular meetings with customers and internal department teams to provide information and progress updates on service requests.
- Communicate with customer to understand their current needs and any changes on their end regarding processes to ensure that service levels are being met.
- Participate in Quarterly Business Review meetings to review information related to Service Level Agreement performance and improvements needed.
- Follow-up with field technicians to gather additional information regarding in-progress or completed work orders.
- Internal Meetings:
- Participate in regular A-Team calls with internal departments to review the status of open service tickets/jobs.
- Review escalated customer concerns to evaluate and determine the solution to these issues.
- Collaborate with Technical Services and on-site Technician to assess technical issues on a jobsite to determine the best solution and ensure updated communications.
- Twiki Maintenance:
- Update customer page on processes and work closely with internal departments to ensure accuracy of data.
What You'll Need:
- High School or Equivalent
- 3-4 Years:
- Industry Related Experience.
- Communication & Interpersonal Skills:
- Regularly communicate with internal and external customers.
- MS Office Proficiency:
- Advance knowledge of Excel frequently, Word, Outlook.
- Multi-Tasking:
- Handling regular activities, coordinating with different teams, handling escalations.
- Time Management:
- Prioritizing tasks to ensure efficient customer service.
- Customer Service Oriented:
- Being able to work with the customer to facilitate their needs.
- Dependable:
- Attend customer meetings on time to ensure efficient customer service.
What You'll Get:
We offer a “Total Rewards” package including:
- Competitive compensation with incentive eligibility
- Medical, dental and vision coverage
- Company paid life and AD&D insurance.
- Company paid short- and long-term disability.
- Voluntary benefit products
- 401k retirement savings plan
- Flexible Spending Account
- Pa
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