Service HVAC Account Manager

USA Mechanical & Energy Services • Middletown, CT

11d

About The Position

USA Mechanical & Energy Service is hiring a Service Account Manager to develop long-term relationships with building facilities personnel and owners, maintain customer accounts, and maximize revenue through account penetration. The role focuses on developing new service and maintenance agreements, retaining existing customers, and selling services such as quoted repairs, turnkey replacements, and renewal agreements.

The Account Manager serves as a sales representative and liaison between customers and the office, and is often the first and last point of contact for clients. The position requires learning customer processes, preferences, and contract obligations to support reliable service delivery. It involves managing multiple tasks—including work order dispatch, quotations, and reporting—at a fast pace and within tight timelines.

The role requires local travel and flexibility to work outside normal hours when needed. The company offers a base salary with some bonus or revenue/margin sharing, along with insurance, retirement contributions, paid time off, holidays, and professional development opportunities.

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.
• Exceptional people skills developed through client-facing or customer service and support experience.
• Excellent and creative critical-thinking skills.
• Ability to adjust to changing workflows and demands.
• Strong relationship management and negotiation skills, a consultative approach, ability to influence multiple constituents without direct authority, and an effective network within an evolving organization.
• Flexibility to travel locally.
• Strong Microsoft 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, motivation and goal orientation, and willingness to learn and accept coaching.

Nice To Haves

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

Responsibilities

• Develop and maintain long-term customer relationships with building facilities personnel and owners.
• Find, generate, and develop new service maintenance agreements and retain current customers.
• Sell company services, including quoted repairs, turnkey replacements, and renewal agreements.
• Act as a sales representative and liaison between customers and the office.
• Develop new customer accounts through referrals, construction project work requiring ongoing service and maintenance, and warm calls at locations in the assigned territory.
• Plan customer calls and visits, and visit 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.
• Maintain systematic customer contact and provide ongoing information.
• Identify customer problems or needs and create action plans to address them.
• Develop relationships with multiple key contacts within customer operations.
• Develop and execute account-specific business plans and maintain sales, customer, and request records by updating data.
• Analyze customer purchases, needs, usage, and service mix.
• Review customer support programs and provide feedback.
• Create and maintain territorial listings that classify customers and note call frequency.
• Complete weekly call reports and account-plan reporting for focused accounts in a CRM tool.
• Work outside normal hours when required.
• Perform other duties as needed.

Benefits

• Base salary with some bonus or revenue/margin sharing.
• Medical, dental, and vision insurance.
• Accidental insurance.
• Critical illness insurance.
• Hospital insurance.
• Pet insurance.
• 401(k) with employer contributions.
• Paid time off.
• Paid holidays.
• Short-term and long-term disability coverage.
• 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