Account Manager

Job Description

Account Manager – HVAC

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Location: Seattle, WA

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Working arrangement: On-site, full-time

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Salary: $220,000 total compensation

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FLSA status: Exempt

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About the Company

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Our client is an established HVAC company providing commercial equipment solutions and technical support to customers.

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About the Role

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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.

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Key Responsibilities

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• Work with estimating, project management, sales support, inside sales and accounting to support all project stages.
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• Provide customer service and technical assistance.
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• Communicate with customers by phone, email and in person in a high-volume environment.
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• Conduct weekly customer visits to build relationships, follow up on quotations and support new project opportunities.
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• Deliver technical presentations and participate in marketing events.
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• Manage accounts of varying sizes, including responding to house account enquiries.
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• Travel for customer factory visits, industry events and manufacturer training.
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• Work with internal engineering teams and customers to promote products for basis-of-design selection.
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• Conduct pre-bid research, identify repeat bids or existing opportunities, and record projects in the appropriate system.
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• Understand market pricing, gather customer bid feedback and maintain accurate CRM records.
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• Provide budget pricing based on project narratives and design development information.
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• Finalise estimates through pre-bid reviews.
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• Independently complete accurate product takeoffs.
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• Prepare submittals and orders using manufacturer databases and internal software.
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• Manage multiple projects simultaneously.
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• Work with Project Managers to track open orders and provide updates to customers and internal stakeholders.
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• Perform customer credit reviews and gather information required for materialman filings.
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• Undertake additional reasonable duties consistent with the scope and level of the role.
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Required Experience and Skills

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• At least three years of HVAC account management experience.
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• At least three years of sales experience.
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• Strong written and verbal communication skills.
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• Experience working in a high-volume business.
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• Strong technical and database skills, including proficiency in Microsoft Office, Oracle, CRM systems and manufacturer databases.
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• Advanced HVAC product knowledge, including product functionality, cross-referencing and suitable substitutions.
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• Understanding of industry terminology and differences between products and manufacturers.
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• Ability to identify product exclusions within bid documents.
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Preferred Qualifications

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• Bachelor’s degree in Mechanical Engineering, Construction Management or a related discipline; relevant experience may be considered in place of a degree.
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• Familiarity with Bluebeam, vendor software and relevant business software.
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Work Environment and Physical Requirements

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The role involves office, warehouse and occasional site-based activities.

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• Occasional exposure to moving mechanical parts, elevated areas, fumes or airborne particles.
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• Moderate noise levels in the office and louder conditions in the warehouse.
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• Occasional standing, walking, reaching, climbing, balancing, stooping, kneeling, crouching or crawling.
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• Occasional lifting of more than 50 lbs.
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• Most working time involves sitting, using hands, speaking and listening.
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Benefits

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• 401(k) with employer match and immediate vesting.
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• Medical coverage, including HDHP and PPO options.
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• Dental and vision coverage.
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• Health Savings Account with employer contributions.
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• Flexible Spending Account and Limited FSA.
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• Employer-paid life and AD&D insurance.
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• Voluntary life insurance options.
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• Paid family leave.
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• Paid time off.
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• Ten paid company holidays.
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• Employer-paid short-term disability.
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• Long-term disability.
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• Referral bonus opportunities.
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• Additional voluntary benefits.
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Equal Opportunities

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Our client provides equal employment opportunities in accordance with applicable laws and prohibits discrimination and harassment. Employment decisions are based on business needs and qualifications.

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Reasonable accommodations are available to qualified individuals in accordance with applicable disability laws.