Service Account Manager - Chicago, IL Metro

Carrier•Downers Grove, IL

2d•$79,000 - $158,000

About The Position

About Carrier Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure safe transport of food, lifesaving medicines and more. Since inventing modern air conditioning in 1902, we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class, inclusive workforce that puts the customer at the center of everything we do. For more information, visit corporate.carrier.com or follow on Carrier social media at @Carrier. At Automated Logic, we've been developing and supporting intelligent building solutions that have helped customers, including small businesses to Fortune 500 corporations, operate their buildings more efficiently for over 40 years. Our products help reduce energy consumption, lower utility, operating and maintenance costs, and improve indoor air quality, occupant comfort, and productivity. Technology that supports the buildings and industry of today and tomorrow requires a wide range of talents and skill sets. The Service Account Manager position is responsible for profitable execution, growth and satisfaction of their customer base. As a leader in the organization, the role is responsible for driving the productivity, development and retention of your team. You will project, drive and deliver results both within the team and assist in developing client relationships. As a leader and owner of service relationships, your goal is to identify and deliver opportunity, as well as drive account penetration to achieve overall business targets.

Requirements

High school diploma or GED.
2+ years of leadership experience with responsibility for guiding, developing teams while delivering projects and meeting operational and financial objectives.
Minimum of 5 years of experience in the Commercial HVAC and/or Building Automation Systems (BAS) industry, with a strong understanding of service operations, agreements, and customer delivery models.
Valid Driver’s License.

Nice To Haves

Bachelor’s degree.
Direct knowledge of HVAC control and mechanical systems.
Strong experience in forecasting revenue, margins, service agreement costs, and utilization. This is a P&L-minded role—service agreement renewals, quoting, labor utilization, and margin accountability are central.
Exceptional team leadership skills with a focus on building a supportive and high-achieving work environment.
Proven capacity to communicate professionally in written and verbal format across a wide audience.
Advanced proficiency with cloud-based delivery tools (ServiceMax, SalesForce, Cora), and other tools.
Proven ability to lead and manage project teams while driving projects from inception through completion, ensuring all milestones, timelines, and financial targets are met.
Proven ability to lead projects from inception to completion while ensuring all milestones and financial targets are met.
Proficiency in MS Office and advanced estimating and execution tools.
Highly organized with strong attention to detail, while also able to manage multiple priorities.
Ability to build and maintain consultative relationships as a trusted technical and commercial advisor.

Responsibilities

Responsible for overall team safety performance and adherence to established programs and protocols.
Lead the development of your assigned team including project managers and the entire technical team.
Through regular 1 on 1 meetings, establish and drive learning plans to ensure individual growth and development.
Assign training with consideration of greater area budget; ensure completion and assignment of work commensurate with newly learned skills as business needs demand.
Partner with HR and area leadership to determine individual performance and course corrections as needed.
Drive team discovery, quoting, approval and execution of field service work, enabling account expansion opportunity and T&M growth within assigned portfolio targets.
Forecast team deliverables including service agreement cost expectations, T&M revenue and project POC revenue for assigned accounts monthly.
Communicate with area service manager and operations manager status’ that roll up to area forecast.
Drive financial results as determined by area management for each product assigned. Service agreement revenue/margin, T&M revenue and margin as well as owner direct project revenue and margins as assigned.
Act as account consultant with assigned clients.
Drive account improvements, identify expansions and partner with sales and leadership to build technology roadmap with account stakeholders ensuring a premier position within our customer base.
Own the successful on time renewal of your agreement account base.
Engage account team and drive established renewal process to completion to ensure zero gap in booking and revenue targets.
Estimate service agreements. Using the approved tools of the organization, estimate service agreements, both new and renewal to support the overall objective of the organization and sales effort.
Review and approve all team labor related agreement and project related estimates prior to acceptance and booking.
Plan agreement execution. Leverage account planning strategy for the team and drive to balance workload throughout the year identifying capacity within the team to perform out of scope project and T&M work to achieve labor utilization goals.
Identify and escalate labor needs to area service manager.
Improve account delivery efficiency by embracing advanced tools that ensure value delivery while driving cost out of the business to targets determined by the area service manager.
Drive technological improvements within service portfolio.
Perform discovery through routine client touchpoints and engage account executives to develop opportunities to closure.
Achieve 50% direct charge percentage through direct account management, project management, support and account development.
Ensure all back-office processes are maintained accurately including team time and expense reconciliation, reporting and auditing, expense and tool control, and proper and accurate documentation of service work performed.

Benefits

Health Care Benefits: Medical, Dental, Vision; Wellness incentives
Retirement Benefits
Time off and Leave: Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation
Disability: Short-term and long-term disability
Life Insurance and Accidental Death and Dismemberment
Tax-Advantaged Accounts: Health Savings Account; Health Care Spending Account; Dependent Care Spending Account
Tuition Assistance

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