Service Account Representative

Modigent • Houston, TX

10d • $75,000 - $90,000

About The Position

As a Service Account Representative, you will build and nurture long-term client relationships across commercial markets, focusing on growing preventative maintenance agreements, service contracts, and HVAC solutions for buildings, facilities, and businesses. You will partner with service teams and technicians to identify opportunities, deliver value-driven proposals, meet sales goals, and support customer satisfaction and retention. The role is supported by training, sales tools, and collaboration with internal experts, and offers the opportunity to contribute to revenue growth through trusted partnerships that help commercial facilities operate efficiently and sustainably.

This individual-contributor sales and account-management role covers an assigned territory or market. It involves prospecting, managing the full sales cycle, preparing proposals, maintaining client relationships, and coordinating with service operations, technicians, and leadership. Work is primarily office-based with frequent client site visits and local travel during business hours; some out-of-area or overnight travel may be needed. The work environment includes professional offices and client job sites, with hybrid or remote flexibility. Safety protocols, including PPE when on-site, must be followed.

Requirements

• At least 5 years of B2B sales experience; HVAC service sales, commercial mechanical services, facilities maintenance, or related industry experience is preferred.
• Demonstrated ability to develop and close service agreements or contracts.
• High school diploma or GED.
• Valid driver's license and acceptable motor vehicle record.
• Strong B2B sales process management, prospecting, pipeline-building, and closing skills.
• Excellent written and verbal communication, negotiation, and relationship-building abilities.
• Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Customer-focused approach and ability to understand client needs and present value-driven solutions.
• Self-motivated, organized, detail-oriented, and able to multitask in a fast-paced environment.
• HVAC or commercial mechanical industry knowledge and ability to learn technical aspects quickly.
• Ability to stand and walk during site inspections, carry light materials such as a laptop or brochures, and drive daily within the territory.
• Ability to travel locally during business hours, with occasional out-of-area or overnight travel as needed.
• Follow safety protocols, including use of PPE at client job sites.

Nice To Haves

• Associate or bachelor's degree in business, a technical or industrial field, or a related discipline.
• HVAC industry certifications or knowledge, such as NATE or EPA 608.
• Experience with Salesforce or a similar CRM system.

Responsibilities

• Develop and maintain strong relationships with existing clients and prospect for new business in assigned territories or markets.
• Identify customer needs through consultations, site visits, and ongoing communication; recommend preventative maintenance agreements, service plans, repairs, retrofits, and energy-efficiency solutions.
• Meet or exceed sales targets by growing service agreement revenue from current accounts and securing new contracts.
• Compile prospect lists, qualify leads, and build a pipeline of future opportunities.
• Prepare cost estimates, quotations, and proposals in collaboration with service support teams.
• Manage the sales cycle from initial contact and needs assessment through negotiation, proposal delivery, contract closing, and post-sale follow-up.
• Serve as the primary contact for assigned accounts, providing timely responses, clear communication, and attentive customer service.
• Present HVAC services, products, and value propositions, using internal subject matter experts for technical support as needed.
• Maintain sales forecasts, activity records, and account management plans in CRM systems such as Salesforce.
• Attend industry events, internal training, and client meetings to stay informed about HVAC trends, technologies, and market opportunities.
• Provide after-sales support, conduct follow-up surveys, and identify upsell and cross-sell opportunities.
• Collaborate with service operations, technicians, and leadership to support service delivery and continuous improvement.

Benefits

• Competitive compensation based on experience and level, with opportunities for performance incentives and tool allowances where applicable.
• Medical, dental, and vision coverage.
• HSA options with employer contributions in select plans.
• Company-paid basic life and accidental death and dismemberment insurance.
• Paid time off and holiday pay.
• 401(k) retirement savings plan.
• Hands-on training, mentorship, apprenticeships, certifications, and career advancement paths.
• Hybrid or remote flexibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED