Senior Account Manager

Daily Routine Activities

• Daily Communication To Technicians To Reinforce The Safety Culture. Aggressively Engage In Any And All Safety Incident Investigations.  Create Actions / Communications To Avoid Future Recordable Injuries.

• Support The Completion Of Active Srs And Activities Not Completed. Help Remove Barriers For Completion As Required.

• L&M - Daily Wip & Billing (Drive Linear Billing Throughout The Month). Approve All L&M Quotes Above Set Thresholds.

• L&M - Monitor L&M Compliance (I.E. Labor Discounts, Parts Discounts, Quoted & Secured Gm% Etc.)

• Psa - Review Estimated Vs. Actual Ssv Hours. Review Psa Renewals Margin Expansion.

• Address Any External And Internal Customer Satisfaction Issues That Have Arisen.

• Review Outstanding A/R Balance With Sdm (Csa) And Discuss Action Plans For Delinquent Customers.

• Monitor Team Schedule To Ensure All Technicians Have Scheduled Activities For The Next Day; Adjust Workforce As Required.

Weekly Routine Activities

• Follow Daily Rountine Activities.

• Approve Time And Expense Report Submissions. Address Time Sheets That Have Not Been Submitted Or Approved.

• Perform Customer Touchpoint Activities & Job Site Visits (3-5 Customers Per Week).

• Assist In Finalizing All Psa Bookings (New & Renewal). Review All New Psa Sales Opportunity Cost & Scope Estimates Before Sales Presents Proposal. Complete Exit Process For All Non-Renewing Psas.

• Follow-Up On Open L&M And Psa Quotes/Opportunities For The Following Month.

• Lead Weekly Meeting With Ttl, Sdm (Csa), Sda (Csaa) To Review L&M Pipeline Activity And Balance Of Ssv Planned.

• Identify Performance Gaps, Define Actions To Address And Fortnightly Review On Progress.

• Analyze Manpower Needs For Tbsv Business. Review Technician Utilization & Provide Monthly Labor & L&M Projections.

• Fortnightly Recruitment And Retention Reviews.

• Set & Monitor Goals For Customer Account Gm Delivery.

Business Reports Required For Sams To Carry Out Daily/Weekly/Monthly Routine Tasks:

Financial Reports:

(I) Psa And L&M Revenue, Gm, Gm%, Psa Backlog.

(Ii) Open Wip To Monitor Progress Sda Is Making With Daily Invoicing.

(Iii) Exception Report (Ap, Ar, Conracts On Hold, Etc.)

(Iv) Monthly Recovery Report.

Sales Reports: L&M Pipeline And Quotation Summary, On-Time Psa Renewal Report.

Customer Satisfaction Reports: Days To Invoice, Ssv On Time, Nps.

Labor Management Reports: Chargeable Vs. Non-Chargeable L&M Hours.

Labor Management Reports: T&E Reports, Ssv Estimated Vs. Actual, Ssv Manpower.