Service Account Manager

CareerPaths NW•Fife, WA

About The Position

A well-established commercial HVAC contracting company is seeking a motivated and experienced Service Account Manager to maintain and expand client relationships, drive revenue growth, and ensure customers receive a high-quality service experience. The position focuses on managing assigned customer accounts, supporting contract renewals, promoting the company’s services, and coordinating with internal teams. The role also contributes to company values and may participate in the on-call rotation as required.

Requirements

Minimum of 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

Minimum of 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.
Understand 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 new growth opportunities within assigned accounts.
Promote and sell the organization’s full range of services.
Collaborate with management to delegate repair or project opportunities as required.
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, in a timely manner.
Correspond with clients on behalf of other Sales Personnel when needed.
Represent the company at industry events with integrity and advocacy, including active participation in relevant industry organizations.
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 in company software for customer accounts.
Contribute to the on-call rotation schedule as required.