Account Manager - HVAC

About the role

This position is part of the overall HVAC team and is responsible for qualifying vendor proposals (including scope and price), drafting client proposals, assisting in the daily operations of the team, and managing Assistants and their scope of duties. The role requires extensive technical HVAC knowledge, attention to detail, and a cooperative approach with vendors and internal personnel.

Responsibilities

• Oversee a team of assistants to properly manage the day-to-day operations per client.
• Meet with clients weekly for reports and updates.
• Provide technical support to HVAC technicians.
• Obtain manufacturer proposals or purchase HVAC materials as needed.
• Ensure work order completion.
• Quote new services.
• Assign vendors.
• Dispatch technicians timely.
• Ensure resolution to client issues.
• Evaluate and reconcile invoices.
• After-hours/weekend availability for on-call help.
• Other duties as required or assigned.

Requirements

• Verbal and written communication skills.
• Proficient with typing and computers.
• Detail oriented with the capacity to multi-task.
• Coachable and motivated to work hard.
• Above average people and problem-solving skills.
• Intermediate to Advanced Excel.
• Strong customer service experience.
• 2-3 years of applicable work experience.
• High school diploma.
• Previous HVAC experience a plus.
• National Account experience a plus.