Junior Account Manager - Residential

Job Summary

We are looking for a reliable, detail-oriented Junior Account Manager (support key account manager to provide dedicated administrative, operational, and client facing support to the key account team. This role ensures smooth daily account operations, maintains accurate client records, coordinates cross team communication, and helps deliver consistent, high-quality service to key clients. The ideal candidate is organized, proactive, and efficient in a fast-paced B2B environment.)

Objectives of this Role

• Provide end to end administrative and operational support for the Key Account Manager and key accounts.
• Maintain accurate client profiles, contracts, pricing agreements, and reporting materials.
• Aid in strengthening key client relationships and supporting retention, upsell, and cross sell initiatives.
• Coordinate with sales, supply chain, and internal teams to ensure KPIs and client commitments are met.
• Support preparation of business reviews, market intelligence, and strategic account planning materials.

Responsibilities

• Client & Account Support:
• Point of contact for routine client inquiries, requests, and follow ups for assigned entities.
• Schedule client meetings, prepare agendas, meeting materials, and meeting minutes.
• Escalate complex client issues to the Key Account Manager in a timely manner.
• Data & Record Management:
• Develop, update, and maintain customer profiles, competitor profiles, and market intelligence.
• Manage contracts, amendments, pricing, cost changes, and surcharge records per client agreements.
• Maintain accurate records in Salesforce, spreadsheets, and other organizational tools.
• Track contract renewals, order forecasts, and key account milestones.
• Reporting & Presentation Support:
• Prepare weekly/monthly progress reports, project updates, and account performance summaries.
• Aid in creating client business reviews, strategic plans, and PowerPoint materials.
• Collect and organize data for KPIs, quotas, and customer feedback tracking.
• Team Coordination & Operations:
• Coverage of account plans with sales, supply chain, and internal teams.
• Attend internal account review meetings, document action items, and track follow ups.
• Support travel arrangements, meeting logistics, and key account events.
• Monitor accountancy and flag risks, delays, or new business opportunities.
• General Support:
• Handle daily administrative tasks: scheduling, email management, file organization, document preparation.
• Support upsell/cross sell by providing product/service information and client history data.
• Maintain confidentiality of sensitive client and business information.

Skills and Qualifications

• Professional experience in accounting support, sales support, customer service, or administrative role.
• Proficient with Microsoft Office (Excel, PowerPoint) and experience with Salesforce or similar CRM.
• Strong written and verbal communication skills.
• Excellent diligence, organization, and attention to detail.
• Ability to multitask and prioritize in a fast-paced environment.
• Basic understanding of global supply chain is a plus.
• Experience with multinational customers is a plus.
• Willingness to support travel for key account activities.
• HVAC Industry experience is a plus
• Engineering background in ME, HVAC, etc. is a plus.

Preferred Qualifications

• Proven track record supporting key accounts or B2B clients.
• Experience preparing client presentations, business reviews, or account reports.
• Strong customer service orientation and positive client feedback history.
• Self-motivated, goal oriented, and strong follow through

Travel

Willingness to travel 30-50% within North America for site visits and industry trade shows (KBIS, AHR Expo).

Location

This position is remote; however, preference will be given to those in the local surrounding areas.

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