Account Manager

Posted 9 Days Ago
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Ridgefield, CT
65K Annually
1-3 Years Experience
Professional Services
The Role
Account Managers at Helios Service Partners lead the Service Department in providing support to clients and the Service Team. Responsibilities include handling quote requests, monitoring work orders, communicating with clients and stakeholders, creating reports, and ensuring service delivery meets KPIs and SLAs. Ideal candidates have a high school education or GED, experience in HVAC/facilities management, strong customer service skills, proficiency in Microsoft Office and SamPro, and a goal-oriented mindset.
Summary Generated by Built In

Account Managers lead the Service Department in providing support to our Clients & Service Team to ensure effective communication, smooth workflow, and service delivery. This position requires both a keen attention to detail and a strong ability to multi-task as daily duties vary. This position will be onsite at our office in Ridgefield, CT.  

WHAT SETS HELIOS APART:

  • Competitive salary and benefits package
  • Paid company holidays and paid time off
  • Career growth opportunities, promote from within culture 

WHAT HELIOS NEEDS FROM YOU:

  • Handle quote requests from clients as well as emails from company personnel.
  • Monitor work orders and report to clients with completion notes, photos, and service detail.
  • Communicate via phone and email with clients, Technicians, Service Managers and departments on various topics relating to job progress, service workflow and process.
  • Update & submit client forms, service notes, via email or web portal, upload documents as needed. 
  • Create, maintain & submit company and customer reports, lists, and logs for various topics at varied frequency.
  • Review and retain requirements of client contracts to alleviate bottlenecks in workflow and to ensure service delivery on all KPI’s and SLA’s.
  • Follow up on Aged Invoices for assigned Clients.
  • Review service work orders and quotes that do not meet margin expectation.
  • Provide support and guidance to department coordinators, billing agents and estimators.

WHAT SETS YOU APART:

  • High school education or GED required; Associates and/or Bachelor’s degree preferred. 
  • Experience in HVAC and/or facilities management (plumbing, electrical, etc.) is strongly preferred.
  • Demonstrated experience in customer service, ability to provide white glove service to customers.
  • Strong communication skills with a problem-solving attitude.
  • Goal oriented, results driven, quick thinker. 
  • Proven flexibility and dependable performance, willing to go above and beyond for clients. 
  • Understanding Microsoft Office – Excel, Word, Teams. SamPro experience is a major plus! 


Helios Service Partners compensation reflects the cost of labor across several US geographic markets. The pay for this position starts at $65,000 annually. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Helios’s compensation may also include annual bonus, commissions, equity, sign-on payments, as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits.



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Helios Service Partners is the industry leader in Multi-Site Mechanical Service, Maintenance and Installation. Helios proudly self-performs HVAC, refrigeration, plumbing and commercial kitchen work for America’s top multi site businesses.

The Company
HQ: New York, New York
68 Employees
On-site Workplace

What We Do

Helios Service Partners is the industry leader in multi-site mechanical services. Helios Service Partners is the result of the nation's top independent HVAC-R national accounts businesses coming together. We service 42 states with our 100% self-performing technicians, primarily focused on HVAC-R as well as plumbing and commercial kitchen service. Come discover why America's top brands trust Helios Service Partners. Helios Service Partners is a proud Orion Services Group company

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