HVAC Account Manager

Key Responsibilities

1. Customer Relationship Management

• Serve as the primary point of contact for assigned accounts

• Build and maintain long-term relationships with:

• General contractors

• Building owners

• Facility managers and operators

• Ensure customer satisfaction with service delivery, pricing, and project outcomes

• Act as the "go-to" representative for all customer needs and escalations

2. Sales & Business Development

• Drive revenue through the sale of HVAC services, including:

• Preventative maintenance/service agreements

• Repairs and equipment replacements

• Retrofit and system upgrade projects

• Identify and develop new business opportunities within existing accounts

• Prospect and secure new customers to expand market share

• Maintain and manage an active sales pipeline

3. Project Coordination & Oversight

• Partner with Project Managers, field teams, and operations to support project execution

• Ensure alignment on:

• Scope of work

• Project timelines

• Customer expectations

• Monitor project progress at a high level and communicate updates to customers

• Support successful project delivery without direct day-to-day project management responsibility

4. Proposals, Contracts & Pricing

• Prepare, review, and present:

• Quotes and proposals

• Service agreements

• Contracts and scopes of work

• Collaborate with estimating and operations on pricing strategy

• Negotiate terms and conditions with customers as needed

• Ensure projects and accounts meet profitability targets

5. Cross-Functional Coordination

• Work closely with:

• Sales and estimating teams

• Project Managers and field operations

• Finance and billing teams

• Ensure internal alignment on customer requirements, deliverables, and expectations

• Facilitate smooth handoffs from sales to operations

6. Issue Resolution & Problem Solving

• Address customer concerns including:

• Service issues

• Project delays

• Scope or contract discrepancies

• Identify risks early and coordinate solutions quickly

• Maintain strong customer trust through proactive communication

7. Performance Tracking & Forecasting

• Monitor account performance, including:

• Revenue and profitability

• Project costs vs. budgets

• Maintain accurate sales forecasts and pipeline reporting

• Participate in account reviews and strategic planning initiatives

Qualifications

• Bachelor's degree in Business, Construction Management, Engineering, or related field preferred (or equivalent experience)
• 3-7+ years of experience in HVAC, mechanical contracting, construction sales, or account management
• Proven ability to drive revenue growth and manage customer relationships
• Strong understanding of HVAC systems, construction processes, and service operations
• Excellent communication, negotiation, and interpersonal skills
• Ability to manage multiple priorities in a fast-paced, team-oriented environment

Key Competencies

• Customer-focused mindset
• Sales and business development expertise
• Strong organizational and coordination skills
• Financial and business acumen
• Problem-solving and decision-making ability
• Cross-functional collaboration

Work Environment

• Combination of office, field, and customer site visits
• Regular interaction with construction sites and operational environments
• May require local travel to client locations and project sites