A Service Account Manager ( SAM ) would provide leadership to Service Operations Business of both Applied and CFS teams. Totally accountable to Annual / Quarterly / Monthly business targets of both Applied and CFS business. Ensure all customer satisfaction metrics are met / exceeded.
Daily Routine Activities
1 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.
2 Support the completion of active SRs and activities not completed. Help remove barriers for completion as required.
3 L&M; - Daily WIP & Billing (Drive linear billing throughout the month). Approve all L&M; quotes above set thresholds.
4 L&M; - Monitor L&M; Compliance (i.e. Labor Discounts, Parts Discounts, Quoted & Secured GM% etc.)
5 PSA - Review estimated vs. actual SSV hours. Review PSA Renewals Margin Expansion.
6 Address any external and internal Customer Satisfaction issues that have arisen.
7 Review outstanding A/R balance with SDM (CSA)
and discuss action plans for delinquent customers.
8 Monitor Team Schedule to ensure all Technicians have scheduled activities for the next day; adjust workforce as required.
Weekly Routine Activities
1 Follow daily rountine activities.
2 Approve time and expense report submissions. Address Time Sheets that have not been submitted or approved.
3 Perform Customer Touchpoint Activities & job site visits (3-5 customers per week).
4 Assist in finalizing all PSA bookings (new & renewal). Review all new PSA sales chance cost & scope estimates before Sales presents proposal. Complete Exit Process for all non-renewing PSAs.
5 Follow-up on open L&M; and PSA quotes/opportunities for the following month.
6 Lead weekly meeting with TTL, SDM (CSA), SDA (CSAA) to review L&M; pipeline activity and balance of SSV planned.
7 Identify performance gaps, define actions to address and fortnightly review on progress.
8 Analyze manpower n
📌 Integrated Solutions Service Tech 5 (Hyderabad)
🏢 Johnson Controls
📍 Hyderabad
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