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Commercial Account Executive

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: CPI Service, Plumbing, Heating & Cooling
Full Time position
Listed on 2026-10-17
Job specializations:
  • Sales
    Business Development, Client Relationship Management, B2B Sales, Account Manager
Salary/Wage Range or Industry Benchmark: 85000 - 250000 USD Yearly USD 85000.00 250000.00 YEAR
Job Description & How to Apply Below

CPI Service is seeking a motivated, relationship-driven Commercial Account Executive to help accelerate our growth throughout the San Francisco Bay Area.

This position is responsible for developing new commercial customer relationships, growing recurring business, and identifying opportunities to provide plumbing and mechanical services to property managers, HOAs, facility managers, and other commercial clients.

Our business is built on long-term relationships, exceptional customer service, and delivering high-quality solutions. The Account Executive serves as a trusted advisor to customers, helping them identify their plumbing needs, develop appropriate solutions, and coordinate successful project execution.

The ideal candidate is a self-motivated sales professional who combines strong business development and relationship management skills with practical plumbing knowledge. They take ownership of opportunities from initial prospecting through contract award and maintain relationships that generate repeat business.

Position Overview

CPI Service is seeking a motivated, relationship-driven Commercial Account Executive to help accelerate our growth throughout the San Francisco Bay Area.

This position is responsible for developing new commercial customer relationships, growing recurring business, and identifying opportunities to provide plumbing and mechanical services to property managers, HOAs, facility managers, and other commercial clients.

Our business is built on long-term relationships, exceptional customer service, and delivering high-quality solutions. The Account Executive serves as a trusted advisor to customers, helping them identify their plumbing needs, develop appropriate solutions, and coordinate successful project execution.

The ideal candidate is a self-motivated sales professional who combines strong business development and relationship management skills with practical plumbing knowledge. They take ownership of opportunities from initial prospecting through contract award and maintain relationships that generate repeat business.

Key Responsibilities Business Development & Sales Growth
  • Identify, prospect, and develop new commercial customer relationships throughout CPI Service's Bay Area territory.
  • Build relationships with property management companies, HOA management firms, commercial facilities teams, and building owners.
  • Generate new business through networking, referrals, cold outreach, customer visits, and industry events.
  • Develop and execute account-specific sales strategies to grow revenue and profitability.
  • Identify opportunities for recurring maintenance agreements, service contracts, plumbing repairs, and capital improvement projects.
  • Meet or exceed assigned monthly, quarterly, and annual sales targets.
Account Management & Customer Relationships
  • Serve as the primary relationship manager for assigned commercial accounts.
  • Develop a thorough understanding of each customer's properties, service requirements, budgets, and decision-making processes.
  • Maintain regular customer contact through property visits, meetings, calls, and follow-ups.
  • Identify opportunities to expand CPI's services across additional properties and customer locations.
  • Build trusted, long-term partnerships that encourage customer retention, referrals, and repeat business.
  • Represent CPI Service professionally and consistently deliver an exceptional customer experience.
Estimating & Proposal Development
  • Conduct site visits to assess customer plumbing needs and identify potential solutions.
  • Prepare, present, and follow up on estimates and proposals for commercial plumbing repairs, replacements, and improvement projects.
  • Coordinate with field technicians, estimators, and project managers on complex scopes of work.
  • Ensure estimates accurately reflect project requirements, labor, materials, and company pricing standards.
  • Present recommendations and explain proposed solutions clearly to customers.
  • Negotiate and close opportunities while maintaining CPI's profitability standards.
Project Coordination & Customer Experience
  • Coordinate with dispatch, field technicians, project managers, and administrative teams to ensure successful project handoffs.
  • Maintain customer communication throughout the sales and project delivery process.
  • Assist in resolving customer questions or concerns related to scheduling, scope, pricing, and billing.
  • Monitor customer satisfaction and proactively address opportunities for service improvement.
  • Ensure customer commitments are accurately…
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