Territory Account Manager - Commercial HVAC

Casto Technical Services is seeking a motivated and customer-focused Territory Account Manager to join our growing team. This position is responsible for developing and maintaining strong relationships with existing customers while identifying and pursuing new business opportunities throughout Southern West Virginia and Southwest Virginia and will reside in the area to take better care of those customers.

Job Summary

The ideal candidate will serve as a trusted advisor to customers by providing solutions related to HVAC preventative maintenance, service, repairs, building automation systems (BAS), equipment replacements, and mechanical installations. This individual will work closely with our service, estimating, project management, and automation teams to ensure customers receive exceptional service and long-term value.

Primary Responsibilities

• Develop and maintain strong relationships with assigned and prospective customers.
• Identify opportunities for HVAC service agreements, repairs, equipment replacements, building automation upgrades, and mechanical construction projects.
• Conduct regular customer visits to assess facility needs and identify capital improvement opportunities.
• Generate new business through prospecting, networking, referrals, and strategic account development.
• Prepare proposals, estimates, and presentations for customers.
• Present technical and financial solutions to facility managers, maintenance personnel, engineers, and executive leadership.
• Coordinate with internal departments to ensure seamless project execution and customer satisfaction.
• Follow up on quotations, leads, and ongoing projects to maximize sales opportunities.
• Maintain accurate customer records, sales activity, and forecasting within company systems.
• Represent the company at industry events, trade shows, and customer meetings.
• Stay current on HVAC technologies, building automation systems, and industry trends.

Education & Experience

Preferred Qualifications

• Associate’s or Bachelor’s degree in Business, Engineering, Mechanical Technology, or a related field.
• Three to five years of experience in mechanical, HVAC, facilities, or technical sales.
• Experience developing customer relationships and managing sales territories.
• Experience making professional presentations to customers and decision-makers.

Special Skills

• Excellent written and verbal communication skills.
• Strong interpersonal skills with the ability to build lasting customer relationships.
• Self-motivated with strong organizational and time management abilities.
• Team-oriented with the ability to work effectively with individuals from a variety of backgrounds and personalities.
• Working knowledge of Microsoft Office applications, including Excel and Word.
• Ability to understand and communicate technical HVAC and mechanical solutions.
• Valid driver’s license with the ability to travel throughout the assigned territory.

What We Offer

• Competitive salary with performance-based incentives.
• Company vehicle or vehicle allowance (if applicable).
• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid vacation and holidays.
• Ongoing technical and professional development.
• Opportunities for career growth within a well-established HVAC mechanical contracting company.

Commercial Services that we provide include: installing new or upgraded HVAC systems and regular or routine maintenance and emergency repairs.

CastoTechnical Services is a locally owned and operated, family business with over 60 years of experience serving building owners and operators. We are looking for candidates who want a challenging career in the HVAC industry including BAS controls, energy services, mechanical trades and service. We offer excellent benefits and Casto Tech is committed to offering the best training in the industry for our associates.