Remote Account Manager
Seven Executive Limited
Account Manager – HVAC Location: Seattle, WA On-site, full-time Our client is an established HVAC company providing commercial equipment solutions and technical support to customers. The Account Manager supports customers throughout the project lifecycle, from pre-sale enquiries through to post-sale delivery. Working closely with internal teams, you will manage customer relationships, provide technical assistance and coordinate projects ranging from several weeks to several months. Work with estimating, project management, sales support, inside sales and accounting to support all project stages. Provide customer service and technical assistance. Communicate with customers by phone, email and in person in a high-volume environment. Conduct weekly customer visits to build relationships, follow up on quotations and support new project opportunities. Manage accounts of varying sizes, including responding to house account enquiries. Travel for customer factory visits, industry events and manufacturer training. Work with internal engineering teams and customers to promote products for basis-of-design selection. Conduct pre-bid research, identify repeat bids or existing opportunities, and record projects in the appropriate system. Understand market pricing, gather customer bid feedback and maintain accurate CRM records. Provide budget pricing based on project narratives and design development information. Prepare submittals and orders using manufacturer databases and internal software. Manage multiple projects simultaneously. Work with Project Managers to track open orders and provide updates to customers and internal stakeholders. Perform customer credit reviews and gather information required for materialman filings. At least three years of HVAC account management experience. At least three years of sales experience. Strong technical and database skills, including proficiency in Microsoft Office, Oracle, CRM systems and manufacturer databases. Ability to identify product exclusions within bid documents. Bachelor’s degree in Mechanical Engineering, Construction Management or a related discipline; Familiarity with Bluebeam, vendor software and relevant business software. The role involves office, warehouse and occasional site-based activities. Occasional exposure to moving mechanical parts, elevated areas, fumes or airborne particles. Moderate noise levels in the office and louder conditions in the warehouse. 401(k) with employer match and immediate vesting. ~ Medical coverage, including HDHP and PPO options. ~ Dental and vision coverage. ~ Health Savings Account with employer contributions. ~ Flexible Spending Account and Limited FSA. ~ Employer-paid life and AD&D insurance. ~ Voluntary life insurance options. ~ Ten paid company holidays. ~ Employer-paid short-term disability. ~ Long-term disability. ~ Referral bonus opportunities. ~ Reasonable accommodations are available to qualified individuals in accordance with applicable disability laws.
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