Account Executive

About FirstCall Mechanical

FirstCall Mechanical is a leading provider of commercial and industrial HVAC, building controls, electrical, and plumbing services. The company serves distribution centers, industrial plants, universities, airports, healthcare facilities, self-storage units, and more across Ohio, New York, Virginia, Tennessee, North Carolina, South Carolina, Georgia, Florida, and Texas. Founded in 2022, KATS partnered with FirstCall Mechanical in 2025. With approximately 700 employees, FirstCall is committed to building durable partnerships and expanding nationwide, with equal focus on employee growth and development.

Position Overview

We are looking for a motivated and results-driven Account Executive to join the team. In this role, you will be responsible for developing and maintaining strong relationships with commercial clients, identifying new business opportunities, and working closely with our operations team to deliver outstanding solutions.

Responsibilities

• Build and manage a portfolio of commercial client accounts
• Conduct site visits to assess client needs and provide tailored HVAC solutions
• Manage the entire sales cycle from finding a client to securing a deal
• Provide professional after-sales support to enhance the customers' dedication
• Collaborate with internal teams (engineering, project management, service) to ensure project success
• Meet or exceed sales targets and KPIs

Accountabilities

• Continual learning and development in the body of knowledge through FirstCall Academy, to ensure we set the bar for skill level in the industry
• Elite level of customer service, to ensure we continue to be the FirstCall our customers make for their HVAC needs

Qualifications

• 10+ years of Rotating Equipment Service experience
• Ability to travel
• Proven experience in B2B sales; HVAC, mechanical contracting, or construction industry experience is highly preferred
• Strong interpersonal and communication skills
• Ability to understand technical concepts and translate them into client-friendly solutions
• Negotiate agreements and keep records of sales and data
• Self-starter with excellent time management and organizational skills
• Proficiency with CRM software and Microsoft Office
• Valid driver's license and willingness to travel locally for client meetings and site visits

Language Skills

• Ability to read, understand, and apply written instructions, emails, and business correspondence
• Strong written communication skills are essential for drafting professional emails, reports, and internal documents
• Ability to clearly present information in one-on-one and small group settings with employees, customers, and vendors

Mathematical Skills

• Proficiency in basic arithmetic operations including addition, subtraction, multiplication, and division
• Comfortable working with percentages, ratios, and basic financial calculations
• Familiarity with spreadsheets and data entry is necessary for tracking expenses, reports, and various administrative tasks

Reasoning Ability

• Strong problem-solving skills with the ability to follow written, verbal, or visual instructions accurately
• Ability to prioritize multiple tasks, meet deadlines, and adapt to shifting priorities
• Attention to detail and sound judgment are critical, particularly when handling confidential information

Personal and Interpersonal Skills

• Ability to establish and grow relationships with customers through effective verbal and written communication
• Dedicated to the needs of the customers, manufacturers and peers and has the patience to actively listen to all business partners
• Able to solve problems and skillfully negotiate with a minimum of noise while managing stress
• Demonstrates integrity and trust through appropriate directness and truthfulness
• Ability to understand personal strengths and weaknesses, seek feedback and improve upon shortcomings

Physical Demands

• Regularly required to sit, use hands for typing and other office-related tasks, and communicate clearly
• Occasionally need to stand, walk, or lift office materials weighing up to 25 pounds
• Vision requirements include close vision for computer work and the ability to adjust focus as needed