Assistant Project Manager - Accounts
Work Location: Atlanta, GA
• Travel: As required
• Salary: $65K - $85K
Performance Bonus Potential
• Medical, Dental, Vision, PTO, Retirement, Short/Long term disability and more
Basic Job Duties
Client Relations:
- Collaborate with clients to understand their building automation goals, system performance issues, and long-term objectives
- Address potential concerns early and maintain strong, trust-based relationships
- Deliver exceptional service that fosters long-term customer retention and referrals
- Identify opportunities to offer additional products (Service and projects)
- Help uncover upgrades, retrofits, and optimization opportunities during site visits or service reviews
- Work with account managers to identify and maintain key relationships
- Serve as a key point of contact between clients, technicians, and internal teams
- Provide regular updates on project milestones, service status, and roadblocks
- Set clear expectations from proposal through closeout
- Communicate professionally and promptly to resolve issues and clarify deliverables
- Assist in developing estimates for service projects, repairs, and replacements within building automation systems (e.g., controllers, sensors, VAV retrofits)
- Create clear, detailed proposals including scope, exclusions, and pricing breakdowns
- Identify resource needs (labor, equipment, materials) and document estimating assumptions
- Ensure timely follow-up with clients after proposals are delivered
- Document within existing CRM
- Kick off projects with assigned sales or account representatives
- Issue purchase orders, align subcontractors, and coordinate with vendors
- Schedule technicians via dispatch, ensuring resource availability and readiness
- Track project progress and proactively manage timelines and deliverables
- Keep clients updated with clear status reports and expectations for next steps
- Invoice jobs accurately and in a timely manner
- Collaborate with service and accounting teams to ensure proper billing and documentation
- Address client concerns and lead resolution efforts
- Coordinate with technical teams to resolve recurring issues and minimize downtime
- Reinforce a positive customer experience during any service disruption or challenge
- Maintain accurate and organized records of proposals, communications, and project data
- Support data analysis and performance tracking to identify future service or upgrade opportunities
- Stay informed on controls trends, product updates, and evolving building standards
- Share relevant insights with internal teams and clients to support smarter decision-making
- Monitor competitive pricing and recommend updates to maintain market alignment
- Champion a culture of continuous improvement by encouraging innovative ideas and process enhancements
- Collaborate with cross-functional teams to integrate improvements into the broader company strategy
- Support PMs with project setup, scheduling, and documentation
- Track submittals, RFIs, change orders, and project logs
- Coordinate material procurement and vendor communication
- Assist with job cost tracking and progress billing support
- Participate in project meetings and site coordination
- Help maintain QA/QC and closeout documentation
- Minimum 2–4 years of experience in construction, BAS, HVAC, or controls support roles
- Basic understanding of HVAC systems and building controls
- Ability to read plans and specifications (training provided)
- Strong organizational and communication skills
- Proficiency with MS Office and MS Projects; ERP or project software a plus
INDH