Junior Account Manager

Join Capstone Mechanical/ Evergreen Air as a Junior Account Manager

Location:

Remote (Must reside in our service territory: ME, NH, VT, MA, NY, CT, RI, NJ, PA, DE, MD, VA, WV, OH, TN, NC, SC , AZ, FL, GA, AL, WI, IL , MI )

Schedule:

Full-Time | Monday–Friday (On-call rotation with additional stipend )

Looking to grow your career in a team that values support, collaboration, and development?

At Evergreen Air, a division of Capstone Mechanical , we believe that empowered team members create exceptional customer experiences. If you're looking for a company where you can thrive professionally, make a meaningful impact, and support your team’s success, this may be the perfect fit for you.

We’re currently seeking a Jr. Account Manager to join our growing remote team. This is a great opportunity for someone who is customer-focused, mission-minded , and is dedicated to making a positive impact through exhibiting strong leadership qualities and is ready to contribute to both the internal team and client success.

Since 2011, Capstone has delivered exceptional commercial HVAC/R service to some of the nation’s top brands. Through our partnership with Evergreen, we offer enhanced resources, expertise , and support while maintaining the personalized service and responsiveness our customers rely on. Our mission is to build meaningful relationships – with our customers and with each other – by operating with care, transparency, and excellence.

• Great Place to Work® Certified
• Culture rooted in trust, transparency, and growth
• Remote flexibility with collaborative team support
• Direct contribution to business results and team performance

As a Jr . Account Manager , you will play a critical role in ensuring smooth operations and excellent customer service. Your responsibilities will include:

• Monitor and respond to incoming emails from the team inbox.
• Assist with entering new service requests, customer updates, reports, and general inquiries.
• Escalate customer concerns and complex requests to the Account Manager when appropriate.

• Enter customer quote approvals and rejections received through the team email.
• Update Work Orders with approval notes, increase NTE amounts as required, and notify the Service Manager and Dispatcher.
• When quotes are declined without explanation , proactively contact the customer to understand the reason and document feedback.

• Transfer information from Fexa into customer portals and required online forms.
• Ensure customer documentation is complete, accurate, and submitted for Account Manager review when assistance is needed.

• Provide status updates and progress reports based on customer expectations and service agreements.
• Notify the Account Manager immediately of delayed responses, customer concerns, or potential escalations.

• Review contractor notes in Fexa to ensure they align with Evergreen Air policies and customer requirements.
• Collaborate with the Account Manager before implementing any customer-specific changes or process updates.

• Maintain customer-specific Fexa lists and follow-up items.
• Ensure commitments are completed on time and that no customer requests fall through the cracks.

• Follow up on outstanding site surveys.
• Collect, organize, and reformat site survey photos into customer-required formats (PDF or customer-specific templates).
• Enter audit information into tracking spreadsheets.

• Compile audit information, photos, and quotations into professional customer reports.
• Submit reports to the Account Manager for review prior to customer delivery.

• Assist the Account Manager with administrative responsibilities related to customer projects.
• Support project tracking, documentation, and customer follow-up activities.

• Pull, review, and scrub customer data to ensure reports are accurate, complete, and meaningful.
• Identify inconsistencies…