Client Manager


The Client Manager’s general responsibility is to oversee their clients and 1 coordinator to ensure that they are getting the support they need to make their jobs being accurately handled and meeting the customers’ expectations.



The essential functions include, but are not limited to the following:



  • Oversee daily operations of (1) client coordinator
  • Proactive & reactive calls
  • Provide training (ongoing and new hires)
  • Guide, coach and motivate employees
  • Maintain organized emails and follow through
  •  Address escalated issues with clients/coordinators/vendors/accounting
  • Inbound/Outbound phone calls/Answering Group Line
  • Update Client ETA’s
  • Assign new work orders to coordinator
  • Continue to manage Individual Follow-Up Que
  • Maintain consistent contact with vendors for updates/quotes/invoices/checklists/assets
  • Update clients consistently on work order status via email or through their software system
  • Enter vendor/client quotes into Facilities Exchange
  • Negotiate rates and prices for labor/materials
  • Manage/maintain profit percentage set by Manager
  • Ensure Coordinators maintain % set of 20% – the DNE Profit Report
  • Understand the mechanical operations of HVAC and refrigeration units
  • Work with the accounting department to resolve any billing errors
  • Manage all assigned client distro emails (handling client emails via group boxes)
  • Obtain verbal/onsite client approvals
  • Process Approved/Declined client quotes
  • Submit client quotes up to $5,000.00 vendor proposal (Over 5K, alert DOO for further review)


  • Client status report if requested
  • Review all weekend calls to ensure entered properly (Monday’s)
  • Communicate with on call after hours staff



  • On call rotation


  • Ensure client manuals are up to date
  • Recruiting for new vendors as needed (reactive/proactive)
  • Complete Quarterly/Annual self-evaluations for coordinators & yourself
  • Attend in office/off site training/team/company meetings
Job Type: Full Time
Job Location: Medford

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