Account Manager - HVAC/R

As the Account Manager – HVAC/R, you will be responsible for developing new business opportunities, maintaining strong customer relationships, and supporting the growth and retention of Preventative Maintenance agreements.

Key Responsibilities

Lead Generation & Business Development

• Proactively generate new sales leads through outbound outreach, referrals, networking, property management engagement, and targeted prospecting
• Execute assigned marketing plans and campaigns, including follow-up on inbound leads
• Identify opportunities to expand services within existing customer accounts
• Engage neighboring businesses, tenants, and multi-site customers to grow the account base
• Request client referrals and recommendations to develop new business

Preventative Maintenance Agreement Sales & Management

• Promote, sell, renew, and expand Preventative Maintenance (PM) agreements
• Partner with Service Managers to:
  • Review maintenance agreement performance and gross margins
  • Recommend pricing updates or renegotiations as needed
  • Ensure contract terms, scope, and delivery expectations are being met
  • Proactively engage customers to retain contracts and anticipate evolving needs

Client Relationship Management

• Establish and maintain strong, long-term relationships with assigned customers
• Serve as the primary point of contact for PM agreement customers
• Understand customer operational needs, facility challenges, and goals
• Act as a trusted advisor by providing recommendations aligned with customer objectives.

Opportunity Management & Internal Coordination

• Review open estimates and active opportunities for assigned accounts
• Clearly document and transfer all non-PM opportunities to Estimating/Project Management
• Maintain consistent communication with internal teams to support smooth handoffs

Required Qualifications

• High school diploma or GED.
• 5 years of experience in B2B sales, account management, business development, or service-based selling.
• Strong sales skills with the ability to generate, qualify, and close business opportunities.
• Proven ability to develop and maintain long-term customer relationships.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple priorities and customer accounts simultaneously.
• Proficiency with CRM systems and standard business software.
• Self-motivated, goal-oriented, and capable of working independently.

Preferred Qualifications

• Experience within HVAC, refrigeration, mechanical services, facility services, construction, or related industries.
• Experience selling service agreements, maintenance contracts, or recurring service programs.
• Experience managing and growing customer portfolios.
• Experience working with commercial customers or multi-site accounts.
• Knowledge of Preventative Maintenance programs and recurring revenue models.
• Comfortable with cold calling, face-to-face sales, and business development activities.
• Ability to collaborate effectively with Service, Estimating, and Project Management teams.
• Strong analytical skills and the ability to evaluate account performance and customer data.

Physical Requirements

• Ability to sit, stand, and walk for extended periods during customer meetings and site visits
• Ability to travel locally to customer locations, job sites, and networking events
• Ability to navigate industrial or commercial facilities as needed, including climbing stairs, accessing mechanical rooms, and climbing ladders when required
• Ability to lift and carry materials weighing up to 25 pounds occasionally
• Ability to operate a computer, phone, and standard office equipment for extended periods