Account Manager

FIRSTCALL MECHANICAL GROUP LLC•Carrollton, TX

14d

About The Position

FirstCall Mechanical is seeking an HVAC Account Manager to support the growth and profitability of its HVAC Service business in Dallas, Texas. The role manages and strengthens relationships with existing commercial and industrial customers and identifies opportunities to expand service partnerships through projects, maintenance agreements, repairs, upgrades, replacements, and other HVAC solutions. The Account Manager serves as a trusted customer advisor, understands facility needs and HVAC systems, recommends technical solutions, and supports customer retention and business growth. The position works closely with the local Branch Leader, Service Managers, Technicians, Operations Teams, Estimating Teams, and customers. It involves regular travel to customer locations, job sites, and business meetings, with work in a field environment. The employee may also perform other related duties as negotiated to meet the organization's ongoing needs.

Requirements

At least 3 years of progressive sales, account management, or customer relationship experience.
Experience managing existing customer relationships and identifying opportunities for additional revenue growth.
Ability to understand customer challenges and translate technical solutions into business value.
Strong presentation, negotiation, communication, and relationship-building skills.
Ability to manage multiple customer relationships, prioritize opportunities, and drive results.
Strong problem-solving skills and ability to collaborate with internal teams and customers.
Ability to read and comprehend instructions, correspondence, and business documents.
Ability to communicate professionally in writing and verbally, and present information clearly and confidently to customers, clients, and internal teams.
Ability to calculate discounts, percentages, margins, and sales projections, and interpret basic reports, service information, and sales metrics.
Ability to understand customer needs, evaluate HVAC challenges, recommend solutions, make sound business decisions, prioritize activities, and adapt to changing customer and business needs.
Regular travel to customer locations, job sites, and business meetings is required.
Regularly use hands to operate computer equipment, reach with hands and arms, and communicate effectively; frequently stand, walk, and sit.
Occasionally climb, balance, stoop, kneel, crouch, or crawl while visiting customer locations.
Regularly lift or move up to 25 pounds and occasionally lift or move up to 50 pounds.
Specific vision abilities include close, distance, and peripheral vision, depth perception, and the ability to adjust focus.

Nice To Haves

Sales, account management, or customer relationship experience in HVAC, mechanical services, construction, facilities, or a related industry.
Experience selling HVAC service projects, maintenance agreements, preventative maintenance programs, or related solutions.
Working knowledge of commercial HVAC systems, building operations, or mechanical services.
Experience using CRM or sales management tools.

Responsibilities

Manage and develop relationships with existing commercial and industrial HVAC customers as a trusted point of contact and strategic partner.
Communicate regularly with customers to understand facility needs, operational challenges, equipment concerns, and future HVAC requirements.
Identify opportunities within existing accounts for service projects, preventative maintenance agreements, repairs, upgrades, replacements, and additional HVAC solutions.
Conduct customer meetings, site visits, and account reviews to evaluate needs and recommend solutions aligned with customer goals.
Develop an understanding of customer facilities, HVAC systems, service history, and business objectives to provide proactive recommendations.
Partner with Service Managers, Technicians, Estimators, and Operations Teams to develop solutions and ensure customer needs are successfully addressed.
Prepare, present, negotiate, and close proposals for service projects, maintenance agreements, and other HVAC opportunities.
Educate customers about preventative maintenance, system improvements, energy efficiency, and long-term HVAC performance.
Maintain customer satisfaction by proactively managing relationships, following up on opportunities, resolving concerns, and identifying future growth opportunities.
Maintain accurate customer information, account activity, sales opportunities, and pipeline updates in BuildOps and other company systems, while supporting branch growth initiatives.
Grow and retain customer relationships by identifying opportunities that increase service revenue and strengthen long-term partnerships.
Develop technical HVAC knowledge, service knowledge, and sales skills through FirstCall Academy and ongoing industry learning.
Deliver an exceptional customer experience and represent FirstCall Mechanical professionally, responsively, and with a commitment to value-driven solutions.

Benefits

Competitive weekly pay.
Comprehensive healthcare coverage, including medical, dental, vision, and other coverage; some plans are 100% company-paid.
401(k) retirement savings plan with a 5% match.
Life insurance and short- and long-term disability coverage.
Up to 4 weeks of paid time off.
9 paid holidays, plus Veterans Day for veterans.
Company-sponsored education and career advancement programs, including FirstCall Academy, the Learning & Education Assistance Program (LEAP), and the FirstCall Progression Program.
$2,500 referral bonus per referral.
Company vehicle or allowance.
Mobile phone or phone allowance.
Uniforms and work boot allowance.