Service Account Manager

CareerPaths NW•Fife, WA

About The Position

A Service Account Manager is sought to maintain and expand client relationships, drive revenue growth, and ensure customers receive a high-quality service experience for a commercial HVAC contracting company. The role involves managing assigned accounts, supporting contract renewals, identifying sales opportunities, and coordinating with clients, technicians, and company management. The position also includes administrative duties, industry-event participation, and contributing to the company’s values and customer commitments.

Requirements

At least two years of outside sales and customer service experience.
Demonstrated interest in, practical understanding of, or ability to learn mechanical systems, the service industry, and customer service principles.

Nice To Haves

At least two years of experience with mechanical systems and/or field experience in HVAC or plumbing systems (preferred).
College degree or technical certification (preferred).

Responsibilities

Ensure customers receive proactive communication and a consistent, high-quality service experience.
Assess customers’ overall cost of operations and identify services that can reduce those costs.
Maintain a customer retention base of at least 94% at an executed margin of 35% or higher.
Prepare and negotiate agreement renewals based on historical data and individual client needs.
Identify growth opportunities within assigned accounts.
Promote and sell the full range of organizational services.
Collaborate with management to delegate repair or project opportunities as needed.
Act in a “responsible charge” role with internal and external customers.
Participate in department meetings and submit required reports, including expense reports, sales reports, and working agreements, on time.
Correspond with clients on behalf of other Sales Personnel when needed.
Represent the company at industry events and actively participate in organizations such as BOMA, KCDA, WSSHE, IFMA, MCA, and MSCA.
Contribute positively to the company’s core values of Reliability, Advocacy, Collaboration, Integrity, and Safety.
Understand, accept, and support the company’s Mission Statement, Operating Guidelines, Operational Beliefs, and Customer Commitment.
Assist with contract renewals by following established workflow procedures.
Update and maintain customer and site information as requested by Account Executives or technicians.
Update sales proposals and marketing materials using Word and Excel templates.
Maintain an organized, up-to-date filing system for customer accounts in company software.
Contribute to the on-call rotation schedule as required.