JOB SUMMARY
We are seeking a dynamic and detail-oriented Account Manager / Accounts Specialist to join our Accounting team. In this role, you will be the key point of contact for managing client accounts, ensuring accurate processing of billing, accounts receivable, and accounts payable. Your energetic approach will drive customer satisfaction, streamline revenue cycle management, and foster long-term client relationships. You will utilize your expertise in Account management, Corrigo and Microsoft Office and Google Sheets to deliver exceptional service and support the financial health of our organization.
RESPONSIBILITIES
1. Work Order & Data Management
- End-to-End WO Management: Manage, assign, and accept all client work orders (including PM and P30 categories) within the Corrigo system.
- System Integrity: Import new work orders and ensure all client email correspondence regarding work orders is resolved and closed out on a weekly and monthly basis.
- Digital Documentation: Maintain the digital filing system by uploading site photos, adding detailed progress notes to work orders, and deleting obsolete images to ensure system efficiency.
- Financial Administration: Submit formal quotes and "Not to Exceed" (NTE) increase requests; officially close out all consumable supply work orders at the end of each month.
2. Scheduling & Operational Planning
- Strategic Planning: Conduct comprehensive yearly reviews of the master schedule with each of our clients' managers to ensure long-term alignment.
- Logistics & Building Management: Oversee complex scheduling requirements, including building switches and service reassignments.
- Distribution: Prepare and distribute monthly schedules to all relevant managers and stakeholders to ensure project visibility.
3. Procurement & Reporting
- Operational Analytics: Create and maintain monthly tracking sheets to monitor performance metrics, site completion, and operational spend.
- Resource Management: Track the status of requested projects and manage communication until work orders are accepted and scheduled.
4. Communication & Stakeholder Engagement
- Primary Liaison: Serve as the main point of contact for our Client's Manager, the broader field team, and the client's representatives to resolve issues or concerns.
- Operational Coverage: Provide administrative and operational support for client's functions during staff absences to maintain office functionality.
QUALIFICATIONS
- Knowledge of Corrigo System (or willingness to learn it) - this is a critical skill
- Good communication skills
- Microsoft Office and Google Sheets
- Assertiveness in following up with Operations Managers on open work orders, and ensuring timely billing
- High attention to detail and accuracy
- Ability to manage processes
- Performing Administrative Activities
- Organizing, Planning, and Prioritizing Work
- Great Organizational and Coordination skills
- Excellent phone etiquette combined with outstanding customer service skills to handle diverse client interactions confidently.
NOTES
Employees are frequently required to sit, stand, walk, use hands or fingers, type on a computer keyboard, reach with hands and arms, feel, talk, and hear. May occasionally lift or move items of up to 25 pounds.
Dynamond Building Services may run a criminal background check, as this position is a position of trust, with employees dealing with company proprietary information and acting on behalf of the company in various ways (including handling budgetary and other financial data, decision-making, relationship management, company contracts, etc).
Dynamond reserves the right to update this Job Description at any time in order to reflect the latest changes in the job function.
Pay: $21.00 - $24.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- AD&D insurance
- Dental insurance
- Disability insurance
- Employee assistance program
- Employee discount
- Health insurance
- Life insurance
- On-the-job training
- Opportunities for advancement
- Paid sick time
- Paid time off
- Paid training
- Vision insurance
- Work from home
Work Location: Hybrid remote in American Fork, UT 84003
