Helios HVACR is seeking a detail-oriented and client-focused Account Manager to support the performance and execution of assigned client accounts.
This role is responsible for ensuring timely service delivery, maintaining strong client communication, and supporting operational and financial outcomes across a portfolio of accounts.The Account Manager plays a critical role in day-to-day execution—managing work orders, coordinating with Dispatch, handling client requests, and ensuring all processes are completed accurately and on time.
This position requires a high level of organization, responsiveness, and accountability within a fast-paced, 24/7 service environment.Key ResponsibilitiesClient Support & Service DeliveryServe as a primary point of contact for assigned client accountsProvide timely updates on all work orders, service requests, and job statusesEnsure client expectations are met through clear communication and follow-throughMaintain strong relationships by proactively addressing client needs and concernsWork Order Management & SchedulingManage and update work order schedules, ensuring accurate ETAs in systems and client portalsPartner with Dispatch to prioritize urgent and emergency service requestsMonitor work order progress to ensure timely completion and accurate documentationEscalate scheduling conflicts or service risks to Senior Account Managers when neededQuote & Approval ProcessingEnter and track all client quote approvals accurately and in a timely mannerMonitor quote activity and provide regular updates on approval statusEnsure alignment between approved quotes and executed workSLA Performance & ReportingMonitor service level agreement (SLA)



performance across assigned accountsProvide regular reporting and updates to leadership on performance metricsIdentify service gaps and support corrective actionsSupport account-level financial performance, including margin awareness and cost trackingIdentify opportunities to improve profitability and comply with riskPartner with Senior Account Managers and leadership on financial optimization strategiesTrack invoice submission and ensure completeness and accuracySupport timely billing processes by ensuring work orders are invoice-readyAssist in resolving discrepancies that may delay invoicingClient Communication & Follow-UpMaintain consistent communication on all active work orders and open itemsFollow up on pending actions to ensure timely resolutionEnsure no client requests or issues go unaddressedPreventative Maintenance (PM) AdministrationManage PM schedules, ensuring visits are entered and tracked accuratelyMaintain PM contract data, including scope, frequency, and pricingEnsure PM work orders are created, scheduled, and completed correctlyAfter-the-Fact Quote (ATFQ) ManagementEnsure timely submission of ATFQs for work exceeding approved limitsMaintain accurate tracking of ATFQs to support financial reporting and accrualsMonth-End Close & Job ReadinessReview all completed work orders for accuracy and invoice readinessValidate job costs, statuses,



and completion details prior to month-end closeSupport accurate financial reporting through detailed job reviewWhat Success Looks LikeTimely and accurate work order management with minimal errorsStrong client communication and responsivenessConsistent SLA performance and service deliveryAccurate and timely quote, invoicing, and financial coordinationHigh level of organization and follow-through across all responsibilitiesProactive identification and resolution of issues before escalationQualifications4 years of experience in account management, coordination, or service operations (HVACR or related industry preferred)Robust organizational and time management skills in a fast-paced environmentExcellent communication skills with both clients and internal teamsBasic financial understanding, including margins and job costingHigh attention to detail and accuracyExperience with service management systems (Sampro or similar preferred)National Accounts ExpereinceCore CompetenciesAccountability & OwnershipClient CommunicationOperational ExecutionAttention to DetailProblem SolvingTeam CollaborationHelios HVAC/R Services LLC determines compensation based on the cost of labor across several US geographic markets.
The base pay for this position ranges from $***** hour.
Pay is based on a number of factors including market location, job-related knowledge, skills, and experience.
* Helios is an equal opportunity employer.
The company provides equal opportunity to qualified persons without regard to race, color, creed, religion, sex, national origin, age, disability, medical condition, genetic characteristics, veteran status, citizenship, ancestry, marital status, gender, or any other characteristic protected by federal, state, or local law.
This nondiscrimination policy extends to all terms, conditions, and privileges of employment.Account Manager - National Accounts Commercial HVAC/R • Maitland, NSW, AU
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📌 Account Manager - National Accounts Commercial Hvac/R (New South Wales)
🏢 Helios HVACR Services
📍 New South Wales