Account Manager - Commerical HVAC

CMS • OR

151d

About The Position

Custom Mechanical Solutions delivers energy-efficient HVAC systems across the Pacific Northwest, with deep expertise in healthcare, education, data centers, and retrofit projects. We work with top manufacturers to meet performance and sustainability goals—always focused on quality, care, and progress. If you're ready to grow your career, we’re glad you found us. At CMS, you’ll join a team that supports your development and gives you space to make an impact. We review every application carefully and appreciate your interest in growing your career with our team. The Account Manager is responsible for developing long-term customer relationships and maximizing account penetration and customer retention with contractor and consulting engineer accounts. Promotes CMS products and services by providing technical solutions to the customer's business and operational needs as well as demonstrating applicable technical knowledge. Seeks to expand the depth of offerings within each account. Participates as a member of account team on key and target customers and projects.

Requirements

• Bachelor's degree in engineering from four-year college or university; or equivalent combination of education and experience.
• Familiarity with HVAC systems and temperature control equipment preferred.
• Exceptional written and verbal communications skills.
• Outstanding attention to detail and excellent organizational skills.
• Ability to develop and maintain deep customer relationships based on trust.
• Passionate about helping customers to be successful.

Responsibilities

• Identifies potential opportunities with existing and new customers.
• Collects project data and compares to CMS’s capabilities.
• Develops relationships with multiple buying influences in the customer’s organization, including project managers, project engineers, construction, purchasing, and accounts payable.
• Builds partnering relationships with contractors and consultants responsible for the decision-making process to drive the sales of CMS offerings.
• Determines project needs, constraints, and responsibilities to meet customer’s HVAC system design and installation requirements.
• Develops, evaluates, and discusses possible solutions with customer.
• Responsible for project take-off, selection, and pricing of equipment and services.
• Develops project fulfillment schedule. Responsible for ordering, tracking, customer follow-up, and management of project.
• Responsible for the preparation and review of the proposal. Determines price and selling strategy.
• Reviews and compares contract terms and conditions with CMS contract standards.
• Presents the proposal and negotiates price, terms, and conditions with customer.
• Determines customer needs, develops and executes an account specific business plan.
• Assists in the development of CMS sales and marketing plans and strategies.
• Coordinates with consulting engineers in writing project specifications.
• Authorizes replacement, credit, or refund as necessary to facilitate the refund/exchange process including negotiation of back charges and customer disputes.
• Positively and credibly influences system design and construction with contractors and consultants.
• Creates competitive, high quality and timely estimates, bids, proposals, and cost/benefit analysis.
• Assists customers in answering technical questions on HVAC systems, CMS products, system application alternatives, installation, operation, maintenance, and problem resolution.
• Flexibility to work outside normal work hours, as required.
• Maintains memberships with ASHRAE, USGBC and other industry organizations.

What This Job Offers

• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees