Major Accounts and Business Development Assistant

The Major Accounts and Business Development Assistant is responsible for the administrative and operational follow-up of major customer accounts. He/she plays a key role in managing service contracts, invoicing and maintaining relations with customers and subcontractors. In collaboration with internal teams, he/she ensures the satisfaction and loyalty of strategic accounts through rigorous management of requests, work orders and billing processes.

Job description

Service

• Create and open customer accounts and locations.
• Update equipment reports according to refrigeration specialists’ recommendations.
• Follow up on contracts obtained or cancelled and maintain associated reports.
• Participate in the continuous improvement of the database and work tools.
• Manage and update the Contract Management, Billing and Payroll Service mailboxes.
• Respond to customer requests and ensure rigorous follow-up.
• Apply customer-specific billing procedures via Progression Live, appropriate web portals and issue credits as required.
• Approve and invoice subcontractor tasks related to service contracts.
• Process, route or coordinate any requests received by telephone or via the New Request and Alarm email boxes.
• Coordinate customer requests and subcontractor quotations with the relevant departments and pass on relevant information.
• Enter service calls for requests received directly from subcontractors.
• Create and transmit work orders to subcontractors.
• Follow up on service calls, confirm appointments and keep customers informed of status.
• Ensure quality customer service and build loyalty with major accounts.

Inform representatives of events or situations relating to major accounts.
Manage the archiving and backup of Halocarbure reports.

Sitewebs management (major accounts)

• Review and follow up on disputed invoices.
• Update ETAs and purchase order status.
• Acknowledge and cancel purchase orders when required.

Invoicing

• Review and approve invoices from external subcontractors.
• Validate prices and margins for repairs and service calls.
• Translate and prepare work orders.
• Perform billing on major account customer portals.

Profile required

• Minimum 2-5 years’ experience in an accounts receivable management and/or business development position;
• Experience in air conditioning, heating, ventilation (HVAC) and/or plumbing in the commercial and industrial sectors (asset);
• Bilingual English / French
• Good communication skills and ability to work as part of a team;
• Proficiency in office automation tools (Microsoft Office).

Benefits

• Telecommuting policy – 2 days per week
• Group insurance and RRSPs
• Flexible working hours
• 18 days annual vacation
• On-site gym
• Opportunities for career advancement

If you are organized, versatile and want to contribute to the business development of a dynamic company, join Ventilabec and take part in our exciting projects! Apply now!