HVAC Service Account Manager

Job Description

Job Description

Full Time

Day Shift/Monday-Friday

Way Mechanical is located in San Antonio, Dallas, Austin, Nashville, and Houston. We specialize in commercial air conditioning, plumbing, piping, and the maintenance of these systems.  Way Mechanical is at the forefront of design-build/design-assist, preconstruction, commissioning, building information modeling, and quality control. We are seeking a Service Account Manager to join our team!

Scope:
Responsible for customer development and for utilizing the CRM platform to track the progress of proposed work. Account Management's primary function is to service the day-to-day sales requirements of existing accounts, while aiming to expand the account base through adding more service lines and referrals.

• Continually develop qualified maintenance/service and retrofit prospects to ensure a consistent flow of business, maintain the goodwill of current sources and accounts through periodic call-backs, and entertain clients as required.
• Prepare itinerary, make calls, and follow up on sales leads and opportunities; solicit information from building owners, developers, maintenance personnel, and business contacts regarding the nature of the work, budget limitations, method of qualifying, bid process, and identity of competition.
• Organize relevant technical data, brochures, and service manuals; develop or assist in the preparation of bid proposals; make sales presentations to prospective customers to qualify the company for inclusion on a select bid list or consideration as an exclusive party to the contract maintenance agreement.
• Assist in the collection of delinquent accounts; resolve customer complaints; render corrective action within the realm of authority.
• Provide clear and concise turnover details to Service Operations.

Physical Requirements:
Employees in this position must be able to perform the essential functions of this job without imposing significant risk of substantial harm to the health or safety of themselves or others. Ability to drive, move in and out of vehicles, climb ladders, traverse steps, and move throughout a facility.

Perks of the Trade:

• Medical, Dental, and Vision
• Up to 10 days of PTO at the start of employment (depending on experience)
• Referral Bonuses
• Weekly Pay
• Profit Sharing
• 401k
• Company Phone