Service Account Manager

Legence • San Jose, CA

7d • $110,000 - $150,000 • Onsite

About The Position

The Service Account Manager is responsible for driving new revenue growth while ensuring strong client retention and long-term partnerships. This role blends consultative selling, technical expertise, and project oversight to secure new business opportunities, expand existing contracts, and deliver consistent customer satisfaction. As the primary owner of the account, the Service Account Manager oversees all aspects of service delivery and profitability, building trusted relationships that position Therma as a long-term partner for client success.

Requirements

• 5+ years of experience in HVAC sales, account management, project management, or a related commercial mechanical services environment
• Strong working knowledge of commercial HVAC systems, service operations, and preventive maintenance programs
• Demonstrated success in consultative selling, lead development, and closing project opportunities
• Experience conducting site surveys / job walks, developing scopes of work, and preparing accurate proposals and estimates
• Ability to track project financials, understand P&L impact, and manage work to targeted margins
• Strong customer relationship management skills with a client‑first, solutions‑oriented mindset
• Proficiency with CRM and ERP systems, along with Microsoft Office tools, to maintain accurate account and project records
• Excellent communication, organization, and follow‑through skills, with the ability to coordinate across teams
• Valid driver’s license with the ability to travel locally and safely access job sites, including climbing ladders and performing equipment surveys as required

Nice To Haves

• Bachelor’s degree in Business, Engineering, Construction Management, or a related field—or equivalent industry experience
• Experience working with property managers, facilities managers, and landlords in commercial or mixed‑use environments
• Exposure to or experience collaborating across multiple service disciplines (HVAC, plumbing, sheet metal, controls, process piping)
• Experience managing multiple accounts and projects in a fast‑paced service environment
• Demonstrated ability to identify cross‑selling and upselling opportunities within existing client portfolios
• Commitment to continuous learning around HVAC technologies, energy efficiency, and evolving service solutions

Responsibilities

• Manage and grow service accounts, ensuring preventive maintenance delivery, client satisfaction, and retention.
• Acquire new business through consultative selling, building and maintaining relationships with landlords, facilities managers, and property managers.
• Develop and qualify leads, conduct site surveys/job walks, and prepare accurate proposals and estimates.
• Oversee assigned accounts, service coordination, projects, billing, client communication.
• Meet or exceed revenue quotas and profit margin targets across accounts and projects.
• Track project financials, conduct P&L analysis, and ensure adherence to margin requirements.
• Collaborate across internal disciplines (HVAC, plumbing, sheet metal, process piping, controls) throughout the sales cycle.
• Maintain accurate CRM/ERP records for contracts, proposals, customer interactions.
• Partner with service coordinators and operations staff to ensure seamless account and project execution.
• Identify opportunities for upselling, contract growth, and expanded service offerings.
• Conduct on-site work requirements safely, including equipment surveys
• Pursue continuous learning to stay current on HVAC technologies, industry standards, and customer needs.
• Demonstrate professionalism, reliability, and a client-first approach in all interactions

Benefits

• 401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
• Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
• Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
• Time Off: Flexible non-accrual vacation (separate from CA sick leave); company holidays per policy.
• Expenses: Business travel and related expenses reimbursed per company policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees