Premier Accounts Manager

Cary, NC
Full Time
Mid Level
Baker Roofing Company – Premier Accounts  
This is a unique opportunity to take control of and propel you along your career path. Baker Roofing invests in our employees by empowering success through a structured growth plan and intensive training courses. We value our employees by providing competitive benefits, prioritizing safety, and emphasizing work-life balance.

With more than 20 locations across the Southeast, Baker Roofing Company is an industry leader in providing an outstanding experience in commercial roofing, residential construction, metal fabrication, restoration, and more. We pride ourselves on over 100 years of quality work, investing in our employees, and providing a family-centered culture.

Apply today if this sounds like the opportunity you have been looking for!
 Summary
This position is within the Premier Accounts department and is a key role in helping coordinate customer requests (Service and Re-Roof requests) with service departments or sales. The Account Manager is responsible for managing the work order process from initial contact from customer to invoicing and accounts receivable.   
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The lists below are representative of the knowledge, skill and/or ability required.
Minimum Qualifications
  • Experience with Customer Service work
  • Computer skills
  • Multi-tasking skills
  • Time Management Skills
  • Able to perform in stressful conditions
Knowledge, Skills, and Abilities
  • Viewpoint
  • Salesforce
  • Excel
  • Adobe or Bluebeam
  • Word
  • Knowledge of Multiple customer portals
  • Box
Essential Functions
  • Receive notification customer
  • Cross reference viewpoint records verify AR customer and site existing in the ERP
  • Create Work Orders in Viewpoint – contain warranty PO and NTE amount
  • Updates customer portals
  • Notify the proper department of the newly created work order
  • Communicate with customer on deficiencies found and repairs made
  • Educate customer on what is warranted vs non-warranted repairs.
  • Invoicing the manufacturer (warrantied) or customer (non-warranted repairs)
  • Communication with local department on invoice dollar amounts and projected margin
  • Following invoice SOP and digital asset management SOP
  • Generate weekly/quarterly reports and analysis of revenue with each manufacturer
  • Coordination with Salesforce and Viewpoint.
  • Accomplish customer expectations.
  • Help train and mentor employees on accounts SOP
  • Work with Aging and Collection
  • Notify customer of estimated time of arrival
  • Track work order creation vs estimated time of arrival, analysis of daily work orders that do not have ETA and work through proper management structures to achieve missing information
  • Communication with Customers, Team Members and Other Baker Departments
  • Occasional off hour responsibilities (Nights and Weekends) to cover incoming leak request
Work Environment
An office will be made available at our Raleigh office at 3500 Regency Pkwy, with the opportunity to work hybrid. 
Disclaimer:
The statements herein are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Baker Roofing Company is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. If you need special assistance or accommodation in applying for employment at Baker Roofing Company, please contact our Recruiting department at 919-828-2975 or [email protected].

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