Area Account Manager

HVAC Area Account Manager – Orlando, FL

Position Summary

The Area Account Manager is responsible for the overall leadership, performance, and growth of the Orlando market. This role combines operational oversight with sales and business development accountability, ensuring that service delivery, customer satisfaction, and financial performance are consistently achieved.  The Area Account Manager serves as the primary leader for regional staff, customers, and accounts, and is responsible for driving revenue growth, managing day-to-day operations, and maintaining alignment with Company standards, policies, and strategic objectives.

Essential Duties and Responsibilities

Market Leadership & Operational Oversight

• Direct and oversee daily operations within the assigned service area to ensure efficiency, quality, and consistency of service delivery
• Coordinate with Service Managers and field teams to manage scheduling, workforce utilization, and customer commitments
• Ensure compliance with Company policies, safety standards, and operational procedures
• Monitor service performance, identify gaps, and implement corrective actions as needed
• Maintain accountability for overall regional performance, including service execution and customer outcomes

Sales & Business Development

• Develop and execute regional sales and growth strategies in alignment with Company objectives
• Drive expansion of maintenance agreements, service contracts, and project work within existing and new accounts
• Identify and pursue new business opportunities to increase market share within the Central Florida region
• Maintain ownership of regional sales goals and contribute to overall Company revenue targets
• Review and approve proposals to ensure scope alignment, pricing accuracy, and adherence to margin expectations

Customer Relationship Management

• Serve as the primary point of contact for key customers and accounts within the region
• Establish and maintain strong, long-term relationships with customers, contractors, and partners
• Conduct regular customer meetings and site visits to ensure satisfaction and identify additional service opportunities
• Address and resolve customer concerns in a timely and professional manner
• Ensure consistent communication and a high standard of service delivery

Team Leadership & Development

• Lead, manage, and develop regional staff, including field personnel
• Establish clear performance expectations and provide ongoing coaching and feedback
• Conduct regular team meetings to review performance, priorities, and operational updates
• Support recruiting, onboarding, and retention efforts to maintain appropriate staffing levels
• Promote a culture of accountability, professionalism, and continuous improvement

Financial Performance & Accountability

• Manage regional financial performance, including revenue, gross margin, and cost control
• Monitor job profitability and ensure alignment with established financial targets
• Maintain accurate sales forecasts, pipeline reporting, and performance tracking
• Partner with Accounting and Finance to support budgeting, forecasting, and reporting processes
• Take corrective action as needed to address variances and improve financial outcomes

Cross-Functional Collaboration

• Work closely with Operations, Dispatch, and Project Teams to ensure seamless execution of work
• Coordinate with leadership to align regional activities with Company initiatives and strategic priorities
• Provide feedback on market conditions, service offerings, and operational improvements
• Participate in leadership meetings and contribute to overall business planning

Qualifications

• Bachelor's degree in Business, Engineering, or related field preferred
• Minimum of 7 years of experience in HVAC service, construction, or related industry
• Demonstrated experience in both operations management and sales or account management
• Strong understanding of HVAC systems, service agreements, and project work
• Proven leadership experience with the ability to manage teams and drive performance
• Strong financial acumen, including budgeting, forecasting, and margin management
• Excellent communication, organization, and problem-solving skills
• Proficiency in Microsoft Office
• Experience with COINS, preferred
• Ability to travel within the assigned region as needed

Work Environment & Expectations

• This position operates in both office and field environments
• Regular site visits and customer interactions are required
• Availability to support business needs outside of standard working hours as necessary