BAS Account Manager

Position Summary

The Building Automation Systems (BAS) Account Manager is responsible for developing, managing, and expanding client relationships within assigned accounts. This role serves as the primary point of contact for customers, ensuring high levels of satisfaction while driving revenue growth through service agreements, system upgrades, and project opportunities.

Key Responsibilities

• Client Relationship Management

• Serve as the primary liaison for assigned BAS accounts
• Build and maintain strong, long-term customer relationships
• Conduct regular client check-ins, site visits, and business reviews
• Ensure customer satisfaction and retention across all service lines

• Sales & Business Development

• Identify and pursue new business opportunities within existing accounts
• Develop and present proposals for service agreements, retrofits, and system upgrades
• Drive growth in maintenance contracts, energy optimization solutions, and capital projects
• Meet or exceed assigned revenue and margin targets

• Account Strategy & Planning

• Develop account plans to support long-term growth and retention
• Understand client facilities, systems, and operational needs
• Cook up with internal teams to align resources with customer requirements

• Project & Service Coordination

• Partner with Project Managers and Service Teams to ensure successful execution
• Maintain project progress, customer expectations, and overall delivery
• Aid in resolving issues, escalations, and service concerns

• Financial Oversight

• Manage account profitability, including pricing, margins, and contract performance
• Support billing, change orders, and contract renewals
• Track and report on key performance metrics

• Reporting & CRM Management

• Maintain accurate records in CRM and internal systems
• Provide regular updates on pipeline, forecasts, and account status
• Support leadership with reporting and strategic insights

Education & Experience

• Bachelor’s degree in Business, Engineering, or related field preferred

• 5+ years of experience in BAS, HVAC, controls, or related industry

• Proven track record in account management or technical sales

Technical Knowledge

• Strong understanding of building automation systems (e.g., Johnson Controls Metasys, Siemens Desigo, Honeywell systems)

• Familiarity with HVAC systems, controls integration, and energy management

• Ability to interpret technical drawings, specifications, and system designs

Skills & Competencies

• Strong communication and relationship-building skills

• Proven ability to manage multiple accounts and priorities

• Financial acumen with understanding of margins and contract structures

• Problem-solving and conflict resolution skills

• Self-motivated with a results-driven mindset

Working Conditions

• Combination of office and field environment

• Regular travel to client sites required

• Occasional after-hours support for critical client needs

Compensation & Benefits

• Competitive base salary

• Company vehicle or car allowance

• Company Paid Health Insurance

• Dental, and vision insurance

• 401(k) with company contribution

• Paid time off and holidays

Core Values Alignment

The BAS Account Manager is expected to embody and promote the company’s core values:

• Run Toward the Fire

• Never Give Up

• Held to a Higher Standard

• My Word is Our Bond

• Be Modern

• Have Each Other’s Back

Success Metrics

• Revenue growth within assigned accounts

• Contract renewal and retention rates

• Customer satisfaction scores

• Gross margin performance

• Pipeline development and close rate