Commercial HVAC Service Account Manager

The HVAC Account Manager is responsible for developing and maintaining strong relationships with commercial customers while driving service, repair, retrofit, and maintenance agreement sales. This role serves as the primary point of contact for assigned accounts, ensuring customer satisfaction, identifying facility needs, generating proposals, and coordinating with internal operations teams to deliver exceptional service. The Account Manager is expected to grow existing accounts, secure new business opportunities, and support the company's revenue and retention goals.

• Serve as the primary point of contact for assigned customer accounts.
• Build and maintain long-term relationships with facility managers, property managers, building engineers, and decision-makers.
• Conduct regular customer visits to review equipment condition, service performance, and future needs.
• Respond promptly to customer inquiries and concerns.
• Ensure customer satisfaction through proactive communication and follow-up.

• Identify and develop opportunities for repairs, replacements, retrofits, and maintenance agreements.
• Generate and present professional proposals and recommendations.
• Meet or exceed established sales and gross profit objectives.
• Conduct equipment assessments and recommend solutions that align with customer needs and budgets.
• Develop new business opportunities through networking, referrals, and prospecting.
• Track and manage opportunities through the company's CRM system.

• Promote and renew Preventive Maintenance Agreements (PMAs).
• Review maintenance contract performance and recommend enhancements as needed.
• Assist customers with budgeting and capital planning for HVAC systems.
• Monitor contract renewal dates and ensure timely customer engagement.

• Collaborate with service managers, dispatchers, technicians, and project teams to ensure successful project execution.
• Provide accurate job scopes and documentation for estimating and operations teams.
• Participate in project kick-off meetings and customer progress updates.
  
  Assist in resolving service-related issues and escalations.

• Maintain detailed customer records and sales activity documentation.
• Prepare sales reports, forecasts, and pipeline updates.
• Review proposals and contracts for accuracy.
• Participate in sales meetings, training, and company initiatives.

• Minimum 3 years of experience in HVAC, mechanical services, facilities management, or related industry.
• Strong knowledge of commercial HVAC systems, equipment, and maintenance practices.
• Proven experience in outside sales, account management, or customer service.
• Excellent communication and presentation skills.
• Ability to read and understand HVAC equipment specifications and service reports.
• Proficiency with Microsoft Office and CRM software.
• Valid driver's license with acceptable driving record.

• 5+ years of commercial HVAC sales or account management experience.
• Experience selling preventive maintenance agreements and HVAC service contracts.
• Knowledge of building automation systems (BAS), controls, and energy management solutions.
• Bachelor's degree in Business, Mechanical Engineering, Construction Management, or related field.

• Relationship building
• Consultative selling
• Negotiation and closing
• Time management
• Problem solving
• Technical HVAC knowledge
• Organization and attention to detail
• Team collaboration

• Ability to visit customer job sites, mechanical rooms, rooftops, and construction areas.
• Ability to sit, stand, walk, and drive for extended periods.
• Ability to occasionally lift up to 25 pounds.
• Ability to safely navigate ladders, stairs, and uneven terrain when visiting job sites.

• Gross profit achievement
• Maintenance agreement renewal rate
• New maintenance agreement sales
• Proposal conversion rate
• Customer satisfaction scores
• New account acquisition

• Base salary plus yearly bonus. ( $75,000.00 - $ )
• Vehicle allowance or company vehicle.
• Company Phone
• Health (base plan paid 100% and 50% for dependents), dental, and vision.