HVAC Account Manager

Job Title

Customer Relationship Management

Serve as the primary point of contact for assigned accounts

Build and maintain long-term relationships with:

General contractors

Building owners

Facility managers and operators

Ensure customer satisfaction with service delivery, pricing, and project outcomes

Act as the "go-to" representative for all customer needs and escalations

Sales & Business Development

Drive revenue through the sale of HVAC services, including:

Preventative maintenance/service agreements

Repairs and equipment replacements

Retrofit and system upgrade projects

Identify and develop new business opportunities within existing accounts

Prospect and secure new customers to expand market share

Maintain and manage an active sales pipeline

Project Coordination & Oversight

Partner with Project Managers, field teams, and operations to support project execution

Ensure alignment on:

Scope of work

Project timelines

Customer expectations

Monitor project progress at a high level and communicate updates to customers

Support successful project delivery without direct day-to-day project management responsibility

Proposals, Contracts & Pricing

Prepare, review, and present:

Quotes and proposals

Service agreements

Contracts and scopes of work

Collaborate with estimating and operations on pricing strategy

Negotiate terms and conditions with customers as needed

Ensure projects and accounts meet profitability targets

Cross-Functional Coordination

Work closely with:

Sales and estimating teams

Project Managers and field operations

Finance and billing teams

Ensure internal alignment on customer requirements, deliverables, and expectations

Facilitate smooth handoffs from sales to operations

Issue Resolution & Problem Solving

Address customer concerns including:

Service issues

Project delays

Scope or contract discrepancies

Identify risks early and coordinate solutions quickly

Maintain strong customer trust through proactive communication

Performance Tracking & Forecasting

Monitor account performance, including:

Revenue and profitability

Project costs vs. budgets

Maintain accurate sales forecasts and pipeline reporting

Participate in account reviews and strategic planning initiatives

Qualifications

Bachelor's degree in Business, Construction Management, Engineering, or related field preferred (or equivalent experience)

3–7+ years of experience in HVAC, mechanical contracting, construction sales, or account management

Proven ability to drive revenue growth and manage customer relationships

Strong understanding of HVAC systems, construction processes, and service operations

Excellent communication, negotiation, and interpersonal skills

Ability to manage multiple priorities in a fast-paced, team-oriented environment

Key Competencies

Customer-focused mindset

Sales and business development expertise

Strong organizational and coordination skills

Financial and business acumen

Problem-solving and decision-making ability

Cross-functional collaboration

Work Environment

Combination of office, field, and customer site visits

Regular interaction with construction sites and operational environments

May require local travel to client locations and project sites