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.