HVAC Account Manager

Key Responsibilities

• Serve as the primary point of contact for assigned accounts
• Build and maintain long-term relationships with: General contractors, Building owners, Facility managers and operators
• Ensure customer satisfaction with service delivery, pricing, and project outcomes
• Act as the “go-to” representative for all customer needs and escalations
• Drive revenue through the sale of HVAC services, including: Preventative maintenance/service agreements, Repairs and equipment replacements, Retrofit and system upgrade projects
• Identify and develop new business opportunities within existing accounts
• Possess strong understanding of HVAC systems, construction processes, and service operations
• Propose, review, and present: Quotes and proposals, Service agreements, Contracts and scopes of work
• Negotiate terms and conditions with customers as needed
• Maintain and manage an active sales pipeline
• Partner with Project Managers, field teams, and operations to support project execution
• Monitor project progress at a high level and communicate updates to customers
• Support successful project delivery without direct day-to-day project management responsibility
• Prepare, review, and present: Quotes and proposals, Service agreements, Contracts and scopes of work
• Collaborate with estimating and operations on pricing strategy
• Address customer concerns including: Service issues, Project delays, Scope or contract discrepancies
• Identify risks early and coordinate solutions quickly
• Maintain strong customer trust through proactive communication
• Monitor account performance, including: Revenue and profitability, Project costs vs. budgets
• Maintain accurate sales forecasts and pipeline reporting
• Participate in account reviews and strategic planning initiatives

Qualifications

• Bachelor’s degree in Business, Construction Management, Engineering, or related field preferred (or equivalent experience)
• 3–7+ years of experience in HVAC, mechanical contracting, construction sales, or account management
• Proven ability to drive revenue growth and manage customer relationships
• Strong understanding of HVAC systems, construction processes, and service operations
• Excellent communication, negotiation, and interpersonal skills
• Able to manage multiple priorities in a fast-paced, team-oriented environment