Key Account Manager - HVAC​/R

Job Summary

Employment Status:
Regular – Full time

The Key Account Manager (KAM) promotes continued growth and superior customer service for current customers within the HVAC/R market. The KAM serves as an internal sales and customer contact for initial inquiries, quotes, and service for assigned medium‑sized accounts within an assigned area. The role follows up on sales and marketing opportunities via e‑mail, in‑person, and phone communications, supporting and promoting continued growth of new business for CSA Group TIC services.

• Initiate the sales process, providing preliminary and ongoing information to existing clients.
• Manage the sales process by promptly responding to all inquiries and visits with clients to present information regarding CSA Group Testing, Inspection, and Certification services.
• Contact current customers and promote CSA testing services, including certification, performance testing, and Special Inspection / Field Evaluations (SI/FE), and facilitate the appropriate internal contact when other services are needed.
• Prioritize work assignments and follow‑up responses to client inquiries and proposals.
• Manage relationships with clients, identifying growth opportunities within the assigned accounts and develop approaches to secure new business.
• Prepare cost proposals of services for clients, using applicable questionnaires and worksheets.
• Maintain accurate and complete client files, including the input of existing client information into the shared sales database.
• Work closely with the HVAC/R Business Manager and the Sales team to support and promote continued growth of new business.
• Work closely with customers to provide customer care on inquiries, quotes, and services within an assigned area.
• Coordinate with the Marketing team for events, including pre‑work, scheduling, mailings, marketing materials, and customer contacts.
• Send proposals to clients and conduct follow‑up calls to provide further information, answer questions, and document these activities for further follow‑up, including Notices and FIR Findings where applicable.
• Maintain input of existing client information into Centra and regularly follow up on open quotations and sales opportunities.
• Research customer accounts, identify opportunities for growth, and generate leads and demand.

Expected to meet/exceed sales targets for assigned medium‑sized accounts.

• Post‑secondary education required.
• 2–4 years of sales experience in the HVAC/R product safety and performance testing space preferred.
• Understanding of Salesforce and Workday a plus.
• Knowledge of the safety testing, inspection, and certification industry.
• Must be able to travel up to 30% of the time.
• Computer proficiency in Word, Excel, PowerPoint, Outlook (or equivalent CRM application) and database applications.
• Excellent verbal and written English communication skills.
• Excellent phone and customer service skills.
• Detail oriented and able to handle multiple tasks.
• Maintain positive contacts within all levels of the organization to exchange, explain, and interpret information or ideas and follow‑up on client requests.
• Proven ability to consistently meet or exceed sales goals.
• Ability to prepare cost proposals promptly to meet customers’ needs.
• Strong organization and time management skills.
• Ability to draft and deliver sales presentations.

CSA Group is an Equal Opportunity Employer and is committed to diversity, equity, and inclusion. We prohibit discrimination and harassment of any kind based on any grounds stipulated by applicable laws. We are an organization where opportunities are based on skills and abilities, and differences are respected and valued. Please contact us at talent acquisition if you require accommodation in the interview process.