What are the responsibilities and job description for the Account Executive position at Fidelity Building Services Group?
What you'll do:
- Manage and grow a portfolio of existing service customers, acting as their primary point of contact
- Identify and develop service sales opportunities including repairs, maintenance agreements, retrofits, and small projects
- Prepare and present service proposals, estimates, and agreements accurately and on time
- Collaborate with service management, dispatch, and technicians to ensure alignment on scope and pricing
- Conduct site visits as needed to evaluate service needs and support accurate quoting
- Follow up on proposals, active work, and customer concerns
- Maintain strong working knowledge of service labor rates, materials, and margins
- Track customer activity and opportunities in CRM or internal systems
- Resolve customer issues while protecting company standards and profitability
- Support service agreement retention and renewals
What you'll bring to the table:
- 3–5 years of experience in the HVAC, mechanical, or building services industry (required)
- Experience in service-based sales or account management (required)
- Understanding of service operations, repair workflows, and maintenance agreements
- Strong communication, presentation, and negotiation skills
- Experience selling HVAC or mechanical service solutions
- Experience with commercial or industrial customers
- Prior collaboration with service technicians or operations teams
- Knowledge of preventative maintenance programs
About Us:
United Mechanical (UM), A Fidelity Company, is a leading full-service mechanical contracting company that offers commercial and institutional HVAC, Electrical, and Plumbing services. Based in Ft. Myers, Florida, UM provides Building Control and Services for the entire Southwest Florida region, from Tampa to Naples. This includes state-of-the-art Building Automation Systems (BAS) that successfully integrates customers’ lighting, security, and HVAC systems.
A Reliable Controls authorized dealer, UM’s areas of expertise range from hospital/healthcare, school systems and universities, hospitality, and commercial facilities. Our quality workmanship and commitment to excellence contributes to the organization achieving our main goal of complete customer satisfaction.