What are the responsibilities and job description for the Service Account Manager position at Therma?
Therma, a Legence Company
For over 50 years, Therma has continued to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, facility-specific solutions with a pragmatic, cost-conscious approach. Today, the firm employs more than 1,100 people in 3 regional offices, and its clients represent a diverse range of market sectors, including Biopharmaceutical, Education, Healthcare, Food & Beverage, Commercial, Industrial and Data Center facilities. Our culture is open, innovative, collaborative, and fun – all reflected in recognition of Therma as a #1 Best Place to Work on multiple occasions. We create an environment that empowers & challenges employees, giving them the greatest opportunity to succeed.
Position Title: Service Account Manager
Location: San Jose, CA (In Office, and Field as Required)
Compensation: Base salary: $110,000–$150,000 per year. This role may be eligible for participation in discretionary bonus plan based on company and individual performance.
Notes: Actual compensation will be based on skills, experience, and work location, and may vary from the posted range. Hiring bonuses (and any guaranteed year-end bonuses) are administered under Company policy and are not earned until all stated conditions are met (e.g., active employment on the payment date). This posting reflects compensation at the time of posting and may be updated.
Position Summary
The Service Account Manager is responsible for driving new revenue growth while ensuring strong client retention and long-term partnerships. This role blends consultative selling, technical expertise, and project oversight to secure new business opportunities, expand existing contracts, and deliver consistent customer satisfaction. As the primary owner of the account, the Service Account Manager oversees all aspects of service delivery and profitability, building trusted relationships that position Therma as a long-term partner for client success.
Key Responsibilities
Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems—enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world’s most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.
Benefits Overview
401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
Time Off: Flexible non-accrual vacation (separate from CA sick leave); company holidays per policy.
Expenses: Business travel and related expenses reimbursed per company policy.
Reasonable Accommodations
If you need assistance or accommodations during the application or interview process, please contact us at ta@wearelegence.com or your dedicated recruiter with the job title and requisition number.
Employment Eligibility
Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.
Third-Party Recruiting Disclaimer
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
Pay Disclosure & Considerations
Where pay ranges are indicated, please note that a successful candidate’s exact pay will be determined based relevant job-related factors, including any of the following: candidate’s experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law
For over 50 years, Therma has continued to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, facility-specific solutions with a pragmatic, cost-conscious approach. Today, the firm employs more than 1,100 people in 3 regional offices, and its clients represent a diverse range of market sectors, including Biopharmaceutical, Education, Healthcare, Food & Beverage, Commercial, Industrial and Data Center facilities. Our culture is open, innovative, collaborative, and fun – all reflected in recognition of Therma as a #1 Best Place to Work on multiple occasions. We create an environment that empowers & challenges employees, giving them the greatest opportunity to succeed.
Position Title: Service Account Manager
Location: San Jose, CA (In Office, and Field as Required)
Compensation: Base salary: $110,000–$150,000 per year. This role may be eligible for participation in discretionary bonus plan based on company and individual performance.
Notes: Actual compensation will be based on skills, experience, and work location, and may vary from the posted range. Hiring bonuses (and any guaranteed year-end bonuses) are administered under Company policy and are not earned until all stated conditions are met (e.g., active employment on the payment date). This posting reflects compensation at the time of posting and may be updated.
Position Summary
The Service Account Manager is responsible for driving new revenue growth while ensuring strong client retention and long-term partnerships. This role blends consultative selling, technical expertise, and project oversight to secure new business opportunities, expand existing contracts, and deliver consistent customer satisfaction. As the primary owner of the account, the Service Account Manager oversees all aspects of service delivery and profitability, building trusted relationships that position Therma as a long-term partner for client success.
Key Responsibilities
- Manage and grow service accounts, ensuring preventive maintenance delivery, client satisfaction, and retention.
- Acquire new business through consultative selling, building and maintaining relationships with landlords, facilities managers, and property managers.
- Develop and qualify leads, conduct site surveys/job walks, and prepare accurate proposals and estimates.
- Oversee assigned accounts, service coordination, projects, billing, client communication.
- Meet or exceed revenue quotas and profit margin targets across accounts and projects.
- Track project financials, conduct P&L analysis, and ensure adherence to margin requirements.
- Collaborate across internal disciplines (HVAC, plumbing, sheet metal, process piping, controls) throughout the sales cycle.
- Maintain accurate CRM/ERP records for contracts, proposals, customer interactions.
- Partner with service coordinators and operations staff to ensure seamless account and project execution.
- Identify opportunities for upselling, contract growth, and expanded service offerings.
- Conduct on-site work requirements safely, including equipment surveys
- Pursue continuous learning to stay current on HVAC technologies, industry standards, and customer needs.
- Demonstrate professionalism, reliability, and a client-first approach in all interactions
- 5 years of experience in HVAC sales, account management, project management, or a related commercial mechanical services environment
- Strong working knowledge of commercial HVAC systems, service operations, and preventive maintenance programs
- Demonstrated success in consultative selling, lead development, and closing project opportunities
- Experience conducting site surveys / job walks, developing scopes of work, and preparing accurate proposals and estimates
- Ability to track project financials, understand P&L impact, and manage work to targeted margins
- Strong customer relationship management skills with a client‑first, solutions‑oriented mindset
- Proficiency with CRM and ERP systems, along with Microsoft Office tools, to maintain accurate account and project records
- Excellent communication, organization, and follow‑through skills, with the ability to coordinate across teams
- Valid driver’s license with the ability to travel locally and safely access job sites, including climbing ladders and performing equipment surveys as required
- Bachelor’s degree in Business, Engineering, Construction Management, or a related field—or equivalent industry experience
- Experience working with property managers, facilities managers, and landlords in commercial or mixed‑use environments
- Exposure to or experience collaborating across multiple service disciplines (HVAC, plumbing, sheet metal, controls, process piping)
- Experience managing multiple accounts and projects in a fast‑paced service environment
- Demonstrated ability to identify cross‑selling and upselling opportunities within existing client portfolios
- Commitment to continuous learning around HVAC technologies, energy efficiency, and evolving service solutions
Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems—enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world’s most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.
Benefits Overview
401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
Time Off: Flexible non-accrual vacation (separate from CA sick leave); company holidays per policy.
Expenses: Business travel and related expenses reimbursed per company policy.
Reasonable Accommodations
If you need assistance or accommodations during the application or interview process, please contact us at ta@wearelegence.com or your dedicated recruiter with the job title and requisition number.
Employment Eligibility
Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.
Third-Party Recruiting Disclaimer
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
Pay Disclosure & Considerations
Where pay ranges are indicated, please note that a successful candidate’s exact pay will be determined based relevant job-related factors, including any of the following: candidate’s experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law
Salary : $110,000 - $150,000