Account Manager

Account Manager

The Account Manager serves as the single point of ownership for an assigned portfolio of existing commercial HVAC customers, with full accountability for retention, growth, and overall customer satisfaction. This role manages the complete customer experiencefrom service contract renewals and capital project sales to coordinating service delivery and resolving operational issues. The Account Manager acts as both trusted business advisor and internal advocate, ensuring seamless coordination between sales, service operations, and project execution teams. Success requires balancing revenue growth objectives with operational excellence and customer satisfaction. This role focuses exclusively on existing customer relationships; new customer acquisition is handled by a separate Business Development team.

Responsibilities include developing relationships with assigned customers to increase revenue and profitability, developing and executing customer care plans for key assigned accounts, identifying and pursuing opportunities to upsell, managing preventive maintenance agreement renewals and contract negotiations, coordinating planned service outages and major repairs, maintaining detailed knowledge of products and services, communicating regularly with customers to ensure satisfaction, advising internal teams on product and service improvements, providing sales quotes and responding to requests for proposals, answering customers' questions about services, preparing service contracts, emphasizing service features based on analyses of customers' needs, negotiating prices or terms of service agreements, maintaining customer records, developing and delivering sales presentations, participating in sales forecasting and planning meetings, developing and maintaining professional communications with all levels of staff and customers, and partnering with business development to transition new customers to existing accounts.

Minimum and/or preferred qualifications include a Bachelor's Degree in Business/Marketing/Engineering, or a High School/Trade School Diploma (or GED/High School Equivalence Certificate) with 2-5 years of commercial HVAC/controls service or sales experience. Experience includes 3-5 years in commercial HVAC, building services, or facilities management, with at least 2 years in account management or technical sales role. Experience managing service contracts and capital equipment sales required. Experience in preparing service contracts, cost estimates, and negotiating contract terms and price increases. Skill requirements include understanding of commercial HVAC systems, controls, and building automation, reading mechanical drawings and equipment schedules, financial analysis skills, customer focus, communication proficiency, innovation, collaboration, financial management, presentation skills, attention to detail and ability to work independently, personal computer skills, strong typing ability, and knowledge of Microsoft Office. Experience with Microsoft Dynamics 365 is preferred.

Physical demands include conducting site visits in mechanical rooms, rooftops, and other equipment locations, climbing ladders, working in temperature extremes, and wearing PPE. Work environment includes sitting and/or standing for extended periods of time. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company's business operations.

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.