Associate Account Manager - Mechanical… at Egan Company · Champlin

Summary: Egan Company is seeking a dedicated Associate Account Manager to join their Mechanical Service team. The role involves delivering exceptional service, assisting with project coordination, customer correspondence, and supporting Account Managers to ensure smooth project execution.

Responsibilities:
- Provide administrative and operational support to Account Managers and customers, ensuring smooth project execution and exceptional service
- Prepare and deliver proposals for repairs and small projects under the direction of the Account Manager
- Execute assigned components of projects, including:
- Coordinate labor in partnership with the dispatch team and Labor Manager
- Purchase and track equipment and materials
- Secure required licensing, permits, and insurance
- Schedule subcontractors and overseeing their engagement
- Conduct project kickoff meetings with assigned technicians
- Complete startup documentation and warranty registrations
- Perform service deliverable reviews to confirm project standards are met
- Meet sales and gross profit goals
- Conduct site surveys, collaborate with support staff to develop preventative maintenance proposals; coordinate labor resources with Dispatch Coordinators for optimal results, and manage jobs as assigned
- Respond promptly to internal and external calls and emails to ensure maximum customer satisfaction and support sales efforts
- Develop written scope proposals based on estimates, including for repairs and small projects
- Build and maintain strong relationships with end users, key contractors, and engineers to support customer retention and satisfaction
- Contribute to business growth by helping identify new customer opportunities and assisting in establishing new accounts
- Approve accounts payable and receivable items in a timely manner
- Promote the company’s full range of service offerings, including mechanical, plumbing, electrical, building automation, fire and security systems, and monitoring services
- Participate in sales meetings, project reviews, and other required company meetings
- Attend monthly safety lunches, perform safety audits, and support a “Stay Safe” culture
- Identify opportunities for process improvements and communicate recommendations to management
- Use CRM to prepare proposals, manage customer communications, track sales activities, forecast opportunities, and prepare proposals
- All other duties as assigned

Required Qualifications:
- High school diploma or GED required
- Highly organized, with the ability to prioritize and manage competing customer needs
- Proven ability to build and maintain strong, trust-based relationships
- Self-motivated and able to work effectively with minimal supervision
- Ability to present to both internal and external groups
- Eager to learn and promote the company's full range of services and capabilities
- Proficient in standard office software, including Microsoft Office and Google applications
- Strong desire for professional growth, with the ability to learn and retain technical information

Preferred Qualifications:
- Bachelor's degree preferred
- Previous experience in customer service, project coordination, sales, or administrative roles is preferred; bonus consideration for those who have worked within the mechanical, electrical, or limited energy fields

Required Skills: Mechanical service, Project coordination, Sales, Microsoft Office, Google applications, CRM software

Benefits: Medical, dental, vision insurance options, Flexible spending accounts, Life insurance, Short-term, or long-term disability coverage, Comprehensive mental healthcare and support for you and your family, 401(k) plan with company matching contribution and profit sharing, Generous PTO program and paid holidays, Educational assistance and regular learning and development opportunities, Paid Parental Leave, Paid time off with a new child, Additional rewards or compensation that may include the lead incentive program and safety buck program, “Beyond the Jobsite” program supports causes in the communities in which we live and work through regular volunteer events, Eligible for an auto allowance and gas card, Hybrid work model, Minimum of 90 days in the office at the start to wrap your arms around the role, build essential in-person connections, and gain the organizational knowledge needed for success before transitioning to our hybrid schedule, Eligible for hybrid work model (#LI-Hybrid)