Client Success Specialist

About the role

We design, build, operate, and maintain commercial heating, ventilation and air conditioning systems that help clients achieve healthy, productive, and efficient working environments. MSI is a full service HVACR contractor offering an array of energy efficient air-conditioning services from concept to completion, maintenance to repair and everything in between. With more than 45 years of service under our belt, MSI continues to be recognized for our visionary leadership and superior craftsmanship in the design and installation of energy-efficient cooling systems. MSI seeks talented performers and offers a challenging and rewarding work environment that emphasizes teamwork, results, and most importantly honesty and integrity. We value our employees and are committed to attracting highly skilled, talented individuals to join our strong, family-oriented workforce and to help us build on our success. MSI seeks a Client Success Specialist to be responsible for prospecting, identifying and pursuing new business opportunities for preventative maintenance contracts, educating clients on HVAC system benefits, and building lasting relationships that drive long-term value.

Responsibilities

• Actively prospect and acquire new clients by developing and executing targeted sales strategies.
• Cultivate, build and maintain strong relationships with new clients to identify opportunities for service agreement expansion.
• Leverage Dynamics CRM to track leads, opportunities, and client interactions, ensuring effective sales pipeline management.
• Utilize Atlas prospecting tool to identify and qualify high-potential leads, maximizing sales efficiency.
• Meet new & potential service agreement customers as designed by the General Manager and Sales Director, fostering strong relationships and identifying opportunities for new contracted sales.
• Proactively engage with new clients to ensure customer understands MSI’s capabilities.
• Negotiate and close service agreements, ensuring favorable terms and pricing.
• Collaborate with internal teams (e.g., project management, accounting, Commercial Sales Advisor) to ensure seamless client onboarding and service delivery.
• Track and analyze sales data to identify trends, optimize sales strategies, and measure performance against targets.
• Actively participate in industry organizations like BOMA and ASHRAE to establish professional networks and stay updated on industry best practices.
• Leverage industry connections to generate leads and build brand awareness.
• Analyze client account activity to identify opportunities for new contracted sales.
• Prepare financial reports and projections to support sales forecasting and decision-making.
• Develop and implement marketing initiatives to generate leads and build brand awareness.
• Represent the company at industry events and networking opportunities to expand the contracted client base.
• Stay abreast of market trends and competitor activities to identify new