Senior Account Executive

Senior Account Executive - Commercial HVAC, Plumbing & Turnkey Projects

Mechanical Systems and Plumbing, LLC is a rapidly growing commercial mechanical contractor specializing in HVAC, plumbing, chiller services, mechanical construction, and turnkey projects. We provide comprehensive mechanical solutions for commercial, industrial, institutional, and mission-critical facilities. Our team is committed to delivering exceptional customer service, quality workmanship, and reliable solutions from routine maintenance and emergency repairs to complex mechanical system replacements and turnkey installations. As we continue to expand, we are looking for a highly motivated, experienced Account Manager who understands the commercial HVAC and plumbing industry and is passionate about building lasting customer relationships, developing new business, and driving company growth.

The Senior Account Executive will be responsible for developing new business opportunities, managing existing customer relationships, and growing revenue through commercial HVAC and plumbing service, planned maintenance agreements, repairs, equipment replacements, and turnkey mechanical projects. This position requires a proactive, relationship-driven individual who can identify customer needs, develop solutions, and work closely with our service, estimating, construction, and project management teams to deliver successful projects. We are looking for someone who does more than sell services. We want an Account Executive who understands our customers' facilities, recognizes opportunities, and becomes a trusted partner in maintaining and improving their mechanical systems.

Essential Duties and Responsibilities

• Identify, pursue, and develop new commercial HVAC and plumbing service customers.
• Build relationships with property managers, facility directors, building owners, general contractors, commercial developers, and industrial customers.
• Generate new opportunities for service agreements, repairs, system upgrades, equipment replacements, and turnkey projects.
• Conduct regular customer visits, facility walkthroughs, and meetings to identify current and future mechanical needs.
• Develop and maintain a strong sales pipeline of service and project opportunities.
• Follow up consistently on proposals, open estimates, and potential projects to secure new business.
• Identify opportunities to expand existing customer accounts into additional services and projects.
• Meet or exceed established sales goals, revenue targets, and business development expectations.
• Serve as a primary point of contact for assigned commercial and industrial customers.
• Develop long-term relationships built on trust, responsiveness, communication, and exceptional service.
• Maintain regular communication with customers regarding service needs, ongoing projects, and upcoming capital improvements.
• Conduct account reviews and facility visits to identify additional opportunities.
• Manage customer expectations and coordinate internally to ensure commitments are fulfilled.
• Address customer concerns promptly and work with management to resolve issues.
• Support customer retention and the growth of recurring service agreements.
• Maintain a high level of professionalism and represent the company positively in all customer interactions.
• Identify and develop opportunities involving:
• Commercial HVAC service, maintenance, and repairs.
• Commercial plumbing service, maintenance, and repairs.
• Preventive maintenance agreements.
• Chiller, boiler, cooling tower, and pump service.
• HVAC and plumbing system replacements and upgrades.
• Mechanical room renovations and retrofits.
• Piping, welding, and mechanical system modifications.
• Rooftop unit and large equipment replacements.
• Design-assist and turnkey mechanical projects.
• Facility improvements and capital replacement projects.
• Mission-critical and data center mechanical services.
• Work with customers to understand project requirements, budgets, schedules, and operational challenges.
• Coordinate with estimating and operations teams to develop accurate, competitive proposals.
• Present service recommendations, project scopes, and turnkey solutions to customers.
• Participate in project walkthroughs, pre-bid meetings, and proposal reviews.
• Assist with negotiating project pricing, scopes, and contract terms.
• Coordinate project turnover to ensure a smooth transition from sales to operations.
• Work closely with Service Managers, Project Managers, Estimators, Construction Management, and field personnel.
• Coordinate customer requests to ensure accurate and timely estimates and proposals.
• Communicate project requirements, customer expectations, and scheduling needs to internal teams.
• Monitor open proposals, approved work, and active customer opportunities.
• Support project execution through consistent communication with customers and operations.
• Identify and communicate potential project challenges before they affect customer satisfaction.
• Assist in maintaining project profitability through proper scope development and customer communication.
• Maintain accurate customer information, sales activities, opportunities, and notes within the company's CRM system.
• Provide weekly sales activity and pipeline reports to management.
• Track new customer contacts, meetings, proposals, follow-ups, and closed sales.
• Maintain a current list of active opportunities with estimated values, anticipated close dates, and next steps.
• Participate in sales meetings and provide updates on account growth and business development activities.
• Take ownership of assigned accounts and demonstrate measurable growth.

Experience & Requirements: Required Qualifications

• Minimum 10 years of experience in commercial HVAC, plumbing, mechanical contracting, service sales, account management, or a closely related field.
• Strong understanding of commercial HVAC systems, plumbing systems, and mechanical service operations.
• Proven ability to build customer relationships and develop new business.
• Experience identifying and selling service, maintenance, repair, replacement, or mechanical construction opportunities.
• Strong communication, negotiation, presentation, and organizational skills.
• Ability to read and understand mechanical scopes of work and technical proposals.
• Ability to work independently while collaborating with operations and management.
• Experience with CRM systems, Microsoft Office, and sales reporting.
• Valid driver's license and ability to travel to customer locations.
• Existing relationships within the commercial property management, facility management, industrial, or construction markets.
• Experience selling turnkey HVAC or plumbing projects.
• Background in commercial HVAC or plumbing service, estimating, project management, or field operations.
• Experience developing and managing preventive maintenance agreements.
• Familiarity with chillers, boilers, cooling towers, pumps, and large commercial mechanical systems.
• Proven track record of meeting sales goals and growing assigned accounts.

Who We Are Looking For

• A motivated, driven Senior Account Executive who takes ownership of their customers and opportunities.
• Someone who offers unprecedent white glove service.
• Is comfortable opening doors and developing new relationships.
• Understands the importance of maintaining and growing existing accounts.
• Can recognize opportunities for service work and larger turnkey projects.
• Is proactive, organized, and consistent with follow-up.
• Takes pride in providing exceptional customer service.
• Works well with field teams, estimators, and project managers.
• Is accountable for their performance and committed to helping the company grow.

Benefits

• Health & Wellness – Medical, dental, vision, and life insurance coverage to support your well-being.
• Financial Security – 401(k) retirement plan with company match and short/long-term disability coverage.
• Work-Life Balance – Paid time off (PTO), paid holidays, and an employee assistance program (EAP).
• Professional Development – Ongoing training opportunities and support for continuing education.
• Support from experienced service, estimating, construction, and project management teams.
• The opportunity to work on major commercial, industrial, and mission-critical projects.
• A fast-growing company with a strong commitment to its employees and customers.

The Company provides equal employment opportunity in accordance with applicable laws and prohibits discrimination and harassment. Employment decisions are based on business needs and qualifications. The Company complies with disability laws and provides reasonable accommodations to qualified individuals.