Sign upLog in

Account Manager - Commercial HVAC

Jobot

San Jose, CA

Apply
JOB DETAILS
SALARY
$115,000–$160,000 Per Year
SKILLS
Analysis Skills, Billing, Business Growth, Communication Skills, Compensation and Benefits, Construction, Construction Engineering, Construction Management, Credit and Collections, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Satisfaction, Dental Insurance, Documentation, Energy Efficiency, Establish Priorities, HVAC, Lead Generation, Leadership, Legal, Life Insurance, Maintenance Services, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Negotiation Skills, Piping, Plumbing, Profit & Loss, Project Execution, Proposal Writing, Record Keeping, Refrigeration, Retrofit, Revenue Growth, Sales, Sales Management, Sales Operations, Sales Prospecting, Service Delivery, Time Management, Vendor/Supplier Evaluation, Vendor/Supplier Management, Vision Plan
LOCATION
San Jose, CA
POSTED
Today
This Jobot Job is hosted by: Jeremy Lee
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $115,000 - $160,000 per year

A bit about us:

We are a reputable commercial contractor with over 30 years of experience in the mechanical services industry. We are committed to delivering exceptional service and innovative solutions to our clients, focusing on quality and customer satisfaction. Our team of dedicated professionals works collaboratively to ensure smooth operations and successful project execution. As a mid-sized company, we value our employees and provide a supportive work environment that fosters professional growth, competitive compensation, and comprehensive benefits.

Why join us?
  • Competitive pay ($115k-$160k DOE)
  • Health, dental, and vision insurance
  • Company paid life insurance
  • Paid time off/ Holidays
  • Retirement savings


Job Details

The Account Manager serves as the primary client contact for new prospects and existing accounts, ensuring customer satisfaction, retention, service quality, contract profitability, and business growth. You’ll sell and manage a mix of planned maintenance agreements, quoted repairs, and support larger replacement or improvement projects. The role involves developing new client relationships in assigned markets, qualifying and estimating opportunities, coordinating with sales, operations, and field teams, managing vendor and contract processes, maintaining CRM records, and representing the company at industry events and trainings.

Responsibilities:
  • Develop and pursue new client relationships and qualify bid opportunities within assigned verticals and territories.
  • Prepare detailed estimates and proposals; obtain and evaluate vendor quotes to ensure cost-effective solutions.
  • Manage service agreements, repairs, work orders, billing coordination, and timely invoice collection through the account lifecycle.
  • Coordinate with Sales, Operations, and field leadership to schedule and execute work, including job walks and site visits.
  • Maintain accurate account activity, WIP, and deliverable records in the CRM and related systems.
  • Generate leads for retrofit/modernization projects and drive sales toward PMA, quoted repairs, and small project goals.

Qualifications:
  • Bachelor’s degree in engineering, Construction Management, or equivalent related experience.
  • 5+ years’ experience in the building trades (mechanical, plumbing, HVAC) with strong technical knowledge of systems, ductwork, piping, refrigeration, and energy-efficiency solutions.
  • Proficient with Microsoft Office (Excel, Word, Outlook), Bluebeam, and familiarity with CRM, estimating, and WIP tools (e.g., Smartsheet or similar).
  • Strong communication, negotiation, and analytical skills; ability to prepare clear proposals and documentation.
  • Proven ability to manage multiple accounts, prioritize tasks, and work collaboratively across teams.
  • Detail-oriented, decisive, and skilled at conflict resolution and vendor/subcontractor negotiations.


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com