Job Title: HVAC Account Manager
Job Location: Greater Houston, TX Area
Employment Type: Full-Time
Position Summary
We are seeking a driven and customer-focused HVAC Account Manager to join our growing team. The ideal candidate will possess a strong understanding of commercial and industrial HVAC systems and a proven ability to develop client relationships, generate new business, and coordinate successful service and project delivery.
As the primary liaison between clients and internal operations teams, the HVAC Account Manager plays a critical role in ensuring customer satisfaction, expanding account revenue, and identifying opportunities for service agreements, system upgrades, retrofit projects, and long-term partnerships. This position focuses primarily on owner-direct opportunities, requiring the ability to work directly with building owners, facility managers, property management firms, and key decision-makers to develop HVAC solutions that meet operational and financial objectives.
Key Responsibilities
Client Relationship Management
- Build, maintain, and strengthen long-term relationships with commercial, industrial, and institutional clients.
- Serve as a trusted advisor by understanding customer goals, operational challenges, and facility needs.
- Conduct regular account reviews and identify opportunities to improve customer satisfaction and retention.
- Develop direct relationships with building owners, facility managers, property managers, and owner representatives.
Sales & Business Development
- Identify and pursue new business opportunities within assigned accounts, territories, and market segments.
- Generate and manage a pipeline of owner-direct HVAC projects, including equipment replacements, retrofits, system upgrades, energy-efficiency projects, and capital improvements.
- Promote HVAC service agreements, preventative maintenance programs, retrofit projects, equipment replacements, and system upgrades.
- Develop and execute sales strategies that support company revenue and profitability objectives.
- Meet or exceed established sales and growth targets.
Account Strategy & Planning
- Develop strategic account plans focused on securing long-term owner-direct relationships and recurring revenue opportunities.
- Analyze customer requirements and recommend HVAC solutions aligned with operational, energy, and budget objectives.
- Identify capital improvement needs and provide proactive recommendations for equipment modernization and facility upgrades.
- Position the company as a trusted advisor for facility planning, asset management, and operational reliability.
Required Qualifications
- 3-5 years of experience in HVAC sales, account management, business development, or a related field.
- Strong understanding of HVAC systems, equipment, components, and service offerings.
- Demonstrated experience developing relationships with building owners, facility managers, property managers, or owner representatives.
- Proven ability to manage multiple customer accounts while achieving sales targets.
- Excellent communication, negotiation, presentation, and relationship-building skills.
- Proficiency with CRM platforms such as Salesforce, HubSpot, or similar software.
- Proficiency with Microsoft Office Suite.
- Valid driver’s license and reliable transportation.
- Ability to travel locally to customer locations as needed.