Account Manager - Mechanical Plumbing/HVAC

Bartingale Mechanical•Eau Claire, WI

15h•Onsite

About The Position

As an Account Manager, you’ll serve as a trusted partner to our clients—anticipating their needs, coordinating effective solutions, and helping them plan for the future. You’ll work alongside experienced service and operations teams while strengthening relationships, expanding accounts, and directly influencing the customer experience. If you’re proactive, relationship-driven, and skilled at turning complex needs into practical solutions, you’ll find a rewarding career here.

Requirements

Two or more years of experience in the HVAC industry or a related sector, including client account management, with the ability to apply industry knowledge and provide strategic guidance to customers.
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
Experience using CRM systems or similar tools and processes to manage customer accounts and track account activity.
Demonstrated ability to build, maintain, and effectively manage client relationships.
Strong skill in identifying customer needs and translating them into practical, actionable solutions.
Must possess and maintain a valid driver's license.

Nice To Haves

Relationship-driven Account Manager who understands the HVAC or building services industry and enjoys helping customers solve problems, plan ahead, and achieve their operational goals.

Responsibilities

Build and maintain strong relationships with customers, serving as their primary point of contact.
Meet with clients to understand their needs, goals, and long-term facility plans.
Manage preventive maintenance and service agreements, ensuring customer requirements are understood and supported.
Partner with internal service and operations teams to coordinate solutions and resolve customer concerns.
Identify opportunities to strengthen client relationships, expand services, and support account growth.
Monitor account performance, prepare customer reports, and provide recommendations based on customer needs and market trends.
Travel regularly to customer sites throughout the local and regional service area.