HVAC Account Manager - Commercial HVAC Service (Dallas, TX)

Raymond Search Group • Dallas, TX

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About The Position

The HVAC Account Manager owns and grows existing commercial and industrial HVAC customer relationships for a Dallas-based HVAC service business. The role focuses on increasing service projects, preventive maintenance agreements, and customer retention. The account manager serves as the trusted point of contact for a portfolio of customers, learns their facilities, equipment, service history, and goals, and recommends appropriate solutions.

The position involves customer meetings, site visits, account reviews, and developing, presenting, negotiating, and closing proposals. The account manager collaborates with service managers, technicians, estimators, and operations to deliver sold work, resolves customer concerns promptly, follows up consistently, and maintains a current CRM pipeline.

Requirements

• At least 3 years of sales, account management, or customer relationship experience.
• A record of growing revenue within existing accounts, with results that can be demonstrated.
• Ability to translate a technical problem into a business case that a facility leader will approve.
• Strong presentation, negotiation, and relationship skills.
• Ability to manage multiple accounts at once.
• Comfort using a CRM.
• Valid driver's license.

Nice To Haves

• Experience in HVAC, mechanical services, construction, or facilities.
• Experience selling HVAC service projects or maintenance agreements.
• Working knowledge of commercial HVAC systems.

Responsibilities

• Serve as the trusted point of contact for a book of commercial and industrial HVAC customers.
• Understand each customer's facilities, equipment, service history, and goals to recommend solutions proactively.
• Grow existing accounts through service projects, preventive maintenance agreements, repairs, upgrades, and replacements.
• Conduct customer meetings, site visits, and account reviews.
• Build, present, negotiate, and close proposals.
• Coordinate with service managers, technicians, estimators, and operations to deliver sold work.
• Resolve customer concerns promptly and follow up consistently.
• Keep the sales pipeline current in the CRM.

Benefits

• Company vehicle or vehicle allowance.
• Phone or phone allowance.
• Healthcare, including some 100% company-paid plans.
• 401(k) with a 5% match.
• Life insurance.
• Disability coverage.
• Up to four weeks of paid time off.
• Nine paid holidays.
• Company-sponsored training.
• Education assistance.
• Defined career progression path.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed