Account Manager - Commerical HVAC

Account Manager

The Account Manager is responsible for developing long-term customer relationships and maximizing account penetration and customer retention with contractor and consulting engineer accounts. Promotes CMS products and services by providing technical solutions to the customer's business and operational needs as well as demonstrating applicable technical knowledge. Seeks to expand the depth of offerings within each account. Participates as a member of account team on key and target customers and projects.

• Identifies potential opportunities with existing and new customers.
• Collects project data and compares to CMS’s capabilities.
• Develops relationships with multiple buying influences in the customer’s organization, including project managers, project engineers, construction, purchasing, and accounts payable.
• Buys partnering relationships with contractors and consultants responsible for the decision-making process to drive the sales of CMS offerings.
• Actively listens, probes and identifies concerns.
• Determines project needs, constraints, and responsibilities to meet customer’s HVAC system design and installation requirements.
• Develops, evaluates, and discusses possible solutions with customer.
• Responsible for project take-off, selection, and pricing of equipment and services.
• Develops project fulfillment schedule. Responsible for ordering, tracking, customer follow-up, and management of project.
• Responsible for the preparation and review of the proposal. Determines price and selling strategy.
• Reviews and compares contract terms and conditions with CMS contract standards. Presents the proposal and negotiates price, terms, and conditions with customer.
• Determines customer needs, develops and executes an account specific business plan.
• Aids in the development of CMS sales and marketing plans and strategies. Provides total account business activity reports and annual forecasts.
• Collaborates with consulting engineers in writing project specifications.
• Coordinates with consulting engineers in writing project specifications.
• Authorizes replacement, credit, or refund as necessary to facilitate the refund/exchange process including negotiation of back charges and customer disputes.
• Possesses flexibility to work outside normal work hours, as required.
• Maintains memberships with ASHRAE, USGBC and other industry organizations. Actively attends meetings.

About the Role

Custom Mechanical Solutions delivers energy-efficient HVAC systems across the Pacific Northwest, with deep expertise in healthcare, education, data centers, and retrofit projects. We work with top manufacturers to meet performance and sustainability goals—always focused on quality, care, and progress.

Responsibilities

• Identifies potential opportunities with existing and new customers.
• Collections project data and compares to CMS’s capabilities.
• Develops relationships with multiple buying influences in the customer’s organization, including project managers, project engineers, construction, purchasing, and accounts payable.
• Buys partnering relationships with contractors and consultants responsible for the decision-making process to drive the sales of CMS offerings.
• Actively listens, probes and identifies concerns.
• Determines project needs, constraints, and responsibilities to meet customer’s HVAC system design and installation requirements.
• Develops, evaluates, and discusses possible solutions with customer.
• Responsible for project take-off, selection, and pricing of equipment and services.
• Develops project fulfillment schedule. Responsible for ordering, tracking, customer follow-up, and management of project.
• Responsible for the preparation and review of the proposal. Determines price and selling strategy.
• Reviews and compares contract terms and conditions with CMS contract standards. Presents the proposal and negotiates price, terms, and conditions with customer.
• Determines customer needs, develops and executes an account specific business plan.
• Aids in the development of CMS sales and marketing plans and strategies. Provides total account business activity reports and annual forecasts.
• Collaborates with consulting engineers in writing project specifications.
• Coordinates with consulting engineers in writing project specifications.
• Authorizes replacement, credit, or refund as necessary to facilitate the refund/exchange process including negotiation of back charges and customer disputes.
• Possesses flexibility to work outside normal work hours, as required.
• Maintains memberships with ASHRAE, USGBC and other industry organizations. Actively attends meetings.

Requirements

• Bachelor's degree in engineering from four-year college or university; or equivalent combination of education and experience.
• Familiarity with HVAC systems and temperature control equipment preferred.

Qualifications

• Exceptional written and verbal communications skills.
• Outstanding attention to detail and excellent organizational skills are critical, as are honesty and the ability to develop and maintain deep customer relationships based on trust.
• Passionate about helping our customers to be successful, and must continually strive to improve their understanding of our customers in order to provide first-class customer service.

Skills

• Exceptional written and verbal communications skills.
• Outstanding attention to detail and excellent organizational skills are critical, as are honesty and the ability to develop and maintain deep customer relationships based on trust.
• Passionate about helping our customers to be successful, and must continually strive to improve their understanding of our customers in order to provide first-class customer service.

Benefits

This position is eligible for full benefits, including medical, dental, vision, paid time off, and retirement options.

Pay

This position is a 100% commission position/eligible for draw.

Schedule

Flexibility to work outside normal work hours, as required.