Job Title: HVAC Account Manager
The ideal candidate will have a strong understanding of HVAC systems and a proven track record in account management, sales, or service coordination. This role is critical in ensuring client satisfaction, driving revenue growth, and serving as the liaison between clients and our operations team.
Key Responsibilities:
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Client Relationship Management:
Build and maintain strong, long-lasting relationships with existing commercial and industrial clients. -
Sales & Business Development:
Identify and pursue new sales opportunities within assigned territory or verticals. Promote HVAC service agreements, retrofit projects, and system upgrades. -
Account Strategy & Planning:
Develop and execute account strategies to meet customer needs and company sales targets. -
Proposal Development:
Collaborate with estimators, engineers, and service teams to prepare and deliver proposals, quotes, and presentations. -
Project Oversight:
Ensure client expectations are met throughout the project lifecycle by coordinating internally with operations, project managers, and service technicians. -
Customer Support:
Serve as the primary point of contact for client inquiries, issue resolution, and general account support. -
Reporting & Forecasting:
Maintain accurate records in CRM software and provide regular updates on account status, sales forecasts, and customer feedback.
Qualifications:
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3–5 years of experience in HVAC sales, account management, or related field.
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Strong understanding of HVAC systems, components, and service offerings.
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Proven ability to manage multiple accounts and meet sales targets.
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Excellent communication, negotiation, and presentation skills.
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Proficiency with CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
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Valid driver’s license and reliable transportation.
Preferred Qualifications:
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Experience working with a variety of HVAC equipment across commercial, institutional, and industrial sectors.
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Technical background or HVAC certifications (EPA, NATE) a plus.
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Experience with service agreements, planned maintenance contracts, and energy retrofit solutions.
