Service Account Representative
About The Position
United Mechanical, a commercial HVAC and plumbing contractor serving Northern California, is seeking a customer-focused Service Account Representative to join its Service Sales team in San Jose. The role supports Account Managers and the Service Operations team with maintenance, repair, and equipment replacement sales for commercial and industrial customers. The representative helps prepare proposals, coordinate customer requests, manage sales activity, and support a smooth customer experience from proposal through project completion. This is a team-oriented role for someone who enjoys building relationships and staying organized in a fast-paced environment.
Requirements
- At least 5 years of experience in inside sales, sales support, or project coordination within a commercial or industrial service environment.
- Strong customer service and relationship-building skills, with a commitment to a positive customer experience.
- Excellent organizational skills and ability to manage multiple priorities and deadlines.
- Strong attention to detail, accuracy, and follow-through.
- Proficiency in Microsoft Excel, Word, and Outlook.
- Ability to learn and navigate multiple software platforms, including CRM, estimating, proposal management, and service management systems.
- Strong written and verbal communication skills and ability to collaborate across teams.
- A proactive, solutions-oriented mindset and ability to thrive in a fast-paced environment.
Nice To Haves
- Experience in commercial HVAC, plumbing, electrical, mechanical contracting, or a related building trade.
Responsibilities
- Support multiple Account Managers with sales activities, customer accounts, and service-related deliverables.
- Prepare and process estimates, proposals, and approved sales orders for planned maintenance agreements, repairs, and equipment replacements.
- Build and maintain relationships with customers, vendors, and internal teams.
- Track proposals, sales opportunities, and customer activity in the CRM system.
- Coordinate with Service Operations on purchasing, subcontractor agreements, scheduling, and delivery of customer commitments.
- Prepare equipment and product submittals for customer review and approval.
- Monitor sales order progress and collaborate with internal teams to support accurate, timely invoicing.
- Assist with customer account follow-up and accounts receivable collection as needed.
Benefits
- Medical, dental, and vision health care plan.
- 401(k) retirement plan with 4% company match.
- Paid time off and paid holidays.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
