Account Manager - Commercial HVAC/Plumbing

United Mechanical•San Jose, CA

About The Position

United Mechanical is seeking an experienced Account Manager to join its Service team. The role serves as a trusted partner to commercial and industrial clients, helping them maintain, improve, and optimize HVAC and plumbing systems. The Account Manager owns customer relationships, identifies business opportunities, and manages a portfolio of planned maintenance agreements, quoted repairs, and smaller improvement projects. Working closely with Sales, Service Operations, and Field teams, the Account Manager prepares estimates and proposals, coordinates service delivery, and supports customer satisfaction, account profitability, and long-term growth. The role also involves monitoring contract performance and work-in-progress, coordinating procurement and documentation, supporting billing and collections, and achieving sales goals.

Requirements

At least 5 years of experience in commercial HVAC, plumbing, mechanical contracting, building trades, or a related industry; sales or account management experience is preferred.
Strong working knowledge of commercial HVAC and plumbing systems, including mechanical equipment, ductwork, piping, refrigeration, and energy-efficiency solutions.
Experience developing estimates, proposals, and scopes of work for maintenance agreements, repairs, or mechanical projects.
Ability to develop customer relationships, identify sales opportunities, and manage multiple accounts.
Strong understanding of project costs, contract profitability, and field service work coordination.
Proficiency with Microsoft Office applications.

Nice To Haves

Experience with Bluebeam, Smartsheet, CRM platforms, or similar software.
Bachelor's degree in Mechanical Engineering, Construction Management, or a related field; equivalent industry experience will also be considered.

Responsibilities

Develop and maintain relationships with new and existing commercial and industrial customers as their primary point of contact.
Identify and pursue opportunities for planned maintenance agreements, repairs, equipment replacements, and system improvements.
Conduct customer meetings, site visits, job walks, and building surveys to understand client needs and recommend solutions.
Manage customer satisfaction, contract renewals, account retention, and opportunities for continued growth.
Prepare estimates and proposals for maintenance agreements, repairs, and smaller mechanical projects, including labor, materials, equipment, and subcontractor costs.
Evaluate opportunities for scope, complexity, profitability, and alignment with company capabilities.
Manage multiple customer accounts, service agreements, and quoted repairs to support on-time, on-budget execution.
Negotiate pricing, contracts, and timelines with customers, vendors, and subcontractors.
Develop opportunities for larger retrofit and modernization projects in partnership with Sales Management and Project Managers.
Coordinate with Service Operations, Field Leadership, and Sales teams to allocate resources, resolve customer concerns, and ensure successful service delivery.
Monitor account profitability, contract performance, and work-in-progress, and proactively address potential risks.
Coordinate vendor quotes, equipment and material procurement, product submittals, and project documentation as needed.
Support accurate billing, timely collections, and successful project closeout.
Achieve sales goals for planned maintenance agreements, quoted repairs, and small projects.
Maintain accurate customer information, sales opportunities, and account activity in company CRM systems.
Participate in sales planning, contract reviews, and work-in-progress meetings.
Stay informed about industry trends, emerging technologies, and mechanical system advancements.