Service HVAC Account Manager

USA Mechanical & Energy Services•Hartford, CT

11d

About The Position

The Service Account Manager develops long-term relationships with building facilities personnel and owners, maintains existing service customer relationships, and grows revenue through account penetration. The role generates new service maintenance agreements, retains current customers, and sells services such as quoted repairs, turnkey replacements, and renewal agreements. As a key customer contact, the Account Manager learns each client’s processes, preferences, and contract obligations to help ensure service delivery. This position serves as a sales representative and liaison between customers and the office. It involves managing multiple tasks—including work order dispatch, quotes, and reporting—at a fast pace and within tight timelines. The role also requires local travel and flexibility to work outside normal business hours when needed.

Requirements

An associate degree or equivalent from a two-year college or technical school, at least three years of HVAC sales, plumbing, or related HVAC experience, or an equivalent combination of education and HVAC sales experience.
Prior technical sales experience.
Strong technical understanding of HVAC systems.
Strong presentation skills and demonstrated experience pricing systems for customers.
A proven history of success in technical sales.
Mechanical aptitude and background.
Experience building customer relationships.
Excellent organization, prioritization, presentation, and project management skills.
Strong people skills developed through client-facing or customer service and support experience.
Excellent critical-thinking skills.
Ability to adapt to changing workflows and demands.
Strong relationship management and negotiation skills, a consultative approach, and the ability to influence multiple stakeholders without direct authority.
Flexibility to travel locally.
Strong MS Office skills, including Excel, Word, and PowerPoint.
Skills in negotiating and overcoming objections, time management and organization, prospecting and appointment setting, interpersonal communication and presentations, tenacity and resilience, and willingness to learn and be coached.

Nice To Haves

Bachelor’s degree in engineering, business, or a related field.

Responsibilities

Develop new customer accounts through referrals, construction project work requiring ongoing service and maintenance, and warm calls to potential customers in the assigned territory.
Plan customer calls and visits, and support customer accounts.
Identify current market opportunities and research and provide competitive sales data.
Increase sales to existing accounts by converting leads into opportunities.
Follow up on quotes to help manage the sales pipeline.
Establish systematic customer contact and provide ongoing information.
Identify customer problems and needs and create action plans to address them.
Develop relationships with multiple key stakeholders in customer operations.
Develop and execute account-specific business plans focused on long-term customer relationships.
Maintain records of sales, customer information, and requests by updating data.
Analyze customer purchases, needs, uses, and service mix.
Review customer support programs and provide feedback.
Create and maintain territorial customer listings, including customer classifications and call frequency.
Complete weekly call reports and account-plan reporting for focused accounts in a CRM tool.
Work outside normal hours as required.
Perform other job duties as needed.