Account Executive

Fidelity Building Services Group•Largo, FL

19d

About The Position

The Account Executive – Service Department is responsible for managing and growing assigned customer accounts while driving service revenue through maintenance agreements, repairs, retrofits, and small projects. This role serves as the primary customer liaison, ensuring high levels of satisfaction, responsiveness, and long-term partnership while coordinating closely with service operations, dispatch, and technicians. The ideal candidate brings 3–5 years of experience in the HVAC/mechanical service industry, with a strong understanding of service workflows, pricing, and customer expectations.

Requirements

3–5 years of experience in the HVAC, mechanical, or building services industry (required)
Experience in service-based sales or account management
Understanding of service operations, repair workflows, and maintenance agreements
Strong communication, presentation, and negotiation skills
Ability to manage multiple accounts and priorities
Proficiency with Microsoft Office; CRM experience preferred
Valid driver’s license and ability to travel locally

Nice To Haves

Experience selling HVAC or mechanical service solutions
Experience with commercial or industrial customers
Prior collaboration with service technicians or operations teams
Knowledge of preventative maintenance programs

Responsibilities

Manage and grow a portfolio of existing service customers, acting as their primary point of contact
Identify and develop service sales opportunities including repairs, maintenance agreements, retrofits, and small projects
Prepare and present service proposals, estimates, and agreements accurately and on time
Collaborate with service management, dispatch, and technicians to ensure alignment on scope and pricing
Conduct site visits as needed to evaluate service needs and support accurate quoting
Follow up on proposals, active work, and customer concerns
Maintain strong working knowledge of service labor rates, materials, and margins
Track customer activity and opportunities in CRM or internal systems
Resolve customer issues while protecting company standards and profitability
Support service agreement retention and renewals