Service HVAC Account Manager

USA Mechanical & Energy Services • East Granby, CT

11d

About The Position

The Service Account Manager develops long-term relationships with building facility personnel and owners, maintains existing service customer relationships, and grows revenue through account penetration. The role generates and develops service maintenance agreements, retains customers, and sells services such as quoted repairs, turnkey replacements, and renewal agreements. It serves as a liaison between customers and the office and requires managing multiple tasks—including work order dispatch, quotes, and reporting—within tight timelines. The Account Manager learns each client’s processes, preferences, and contractual obligations to support effective service delivery.

The position involves developing new accounts through referrals, construction project work, and warm calls; supporting customer accounts; identifying market opportunities; and increasing sales to existing accounts. The manager follows up on quotes, maintains regular customer contact, identifies customer needs, builds relationships with key customer stakeholders, and creates account-specific business plans. The role also includes tracking sales and customer information, analyzing customer purchases and service mix, reviewing customer support programs, maintaining territory and call records, and reporting on focused accounts through a CRM tool. Flexibility to work outside normal hours and travel locally is required.

Requirements

• An associate degree or equivalent from a two-year college or technical school, plus at least 3 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.
• Proven history of technical sales success.
• Mechanical aptitude and background.
• Proven experience building customer relationships.
• Excellent organization, prioritization, presentation, and project management skills.
• Strong people skills developed through client-facing or customer service and support roles.
• Excellent creative critical-thinking skills.
• Ability to adjust to changing workflows and demands.
• Strong relationship management and negotiation skills, a consultative approach, and ability to influence multiple constituents without direct authority.
• Effective networking skills within an evolving organization.
• Flexibility to travel locally.
• Strong MS Office skills, including Excel, Word, and PowerPoint.
• Negotiation and objection-overcoming skills.
• Time-management and organizational skills.
• Prospecting and appointment-setting skills.
• Motivation and goal orientation.
• Strong interpersonal and presentation skills.
• Tenacity and resilience.
• Willingness to learn and coachability.

Nice To Haves

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

Responsibilities

• Develop and maintain long-term customer relationships with building facility personnel and owners.
• Generate new service maintenance agreements and retain current customers by selling quoted repairs, turnkey replacements, renewal agreements, and other company services.
• Serve as a sales representative and liaison between customers and the office.
• Develop new customer accounts through referrals, construction project work, and warm calling at locations in the territory.
• Plan and conduct customer 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 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 and maintain records of sales, customer information, and requests.
• Analyze customer purchases, needs, uses, and service mix.
• Review customer support programs and provide feedback.
• Maintain territorial customer listings, classifications, and call frequencies.
• Complete weekly call reports and account-plan reporting in a CRM tool.
• Work outside normal hours when required and perform other duties as needed.

Benefits

• Base compensation with some bonus or revenue/margin share.
• Medical, dental, and vision insurance.
• Accidental insurance.
• Critical illness insurance.
• Hospital insurance.
• Pet insurance.
• 401(k) with employer contributions.
• PTO.
• Paid holidays.
• Short-term and long-term disability.
• Company-paid life insurance.
• Company appreciation days.
• Professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree