Accounting Assistant

The Specialized Recruiting Group is hiring a Accounting Assistant for a independent HVAC service company client of ours in Charlotte, NC. Please see the full job description below and apply or reach out if interested!Position OverviewResponsible for planning, coordinating, controlling, and directing activities of operational resources. Also responsible for customer interaction, communicating with the Field Technician Supervisors, and coordinating jobs with service coordinators at field partner companies. Typically requires a one-year certificate from college or technical school; or three (3) plus years of related experience and/ or training; or equivalent combination of education and experience.RESPONSIBILITIES & DUTIESCoordinate with our customers and our partners to arrange regularly scheduled preventive maintenance at all site locations within the customer portfolioOrganize workflow and schedules for reactive daily service, including reading and routing correspondence to customers and partnersMonitor open work orders and complete weekly outreach to request any missing paperwork from primary vendorsResponsible for setting up new service contractsIssues purchase orders to field partners when necessaryWorks within Salesforce work order system to insure proper communication and coordination between field partners and customersResponsible for customer interaction/satisfactionGathers information for pricing requests and creates customer quotes as neededMaintains customer satisfaction by investigating concerns, routing them to the assigned staff, and responding to special requestsReviews project paperwork, complete calls, and forwards project paperwork to Account Managers and/or customersMaintains customer satisfaction by investigating concerns, routing them to the assigned staff, and responding to special requests.Responsible for generating, interpreting, and printing various assigned reports.Flexibility to work overtime as needed; Serve as on-call dispatcher on a rotational basis including emergency calls coming in on nights and/or weekendsMINIMUM REQUIREMENTSThe ideal candidate will be a highly intelligent and analytical person with a strong desire to grow professionally in a high growth environment and a commitment to excellence in all that they do.**3+ years of relevant experienceExperience scheduling field resourcesStrong verbal and written communication skillsStrong understanding of processes with the ability to define and outline new work flows and processes as neededAbility to multi-task, work under pressure and meet tight deadlinesMicrosoft Excel skillsExperience with work order systemRelationship Building SkillsConflict Management Skills**Experience in the HVAC industryExperience in Salesforce applications

Created: 2025-07-04