HVAC Account Manager

About the Role

The HVAC Account Manager will drive customer development and use the CRM platform to track proposals. The role focuses on servicing daily sales needs of existing accounts while expanding the client base through additional service lines and referrals. Key responsibilities include developing qualified maintenance, service, and retrofit prospects, maintaining goodwill with current accounts through regular call‑backs, and entertaining clients as required. The manager will prepare itineraries, make calls, follow up on leads, and gather information from building owners, developers, and maintenance personnel regarding work scope, budgets, qualification methods, bid processes, and competitors. Additional duties involve organizing technical data, brochures, and service manuals, assisting in bid proposal preparation, delivering sales presentations, and helping with collection of delinquent accounts, complaint resolution, and corrective actions within authority. • Develop and qualify maintenance, service, and retrofit prospects. • Maintain and grow existing accounts through regular communication and client visits. • Generate itineraries, contact leads, and gather detailed project information from owners and developers. • Organize technical documents and assist in drafting bid proposals. • Conduct sales presentations to secure inclusion on bid lists or exclusive contracts. • Manage delinquent accounts, resolve customer complaints, and implement corrective actions. • Provide clear turnover details to Service Operations. • Drive company vehicles for work‑related tasks; pass a driving background check. • Perform physical duties such as climbing ladders, traversing steps, and moving throughout facilities.

Key Responsibilities

• ▸prospect development
• ▸account management
• ▸bid preparation
• ▸sales presentation
• ▸crm tracking
• ▸technical docs

What You Bring

The position requires driving on company time for work‑related tasks and a driving background check before hire. Physical requirements include the ability to drive, enter and exit vehicles, climb ladders, traverse steps, and move throughout facilities safely.

Requirements

• ▸driving
• ▸background check
• ▸physical ability
• ▸ladder climbing
• ▸facility mobility

Benefits

Benefits include medical, dental, and vision coverage, referral bonuses, weekly pay, profit‑sharing, 401(k), paid vacation, seven paid holidays, a company phone, and a Years of Service Appreciation Program. • Receive medical, dental, vision insurance, referral bonuses, weekly pay, profit‑sharing, 401(k), paid vacation, holidays, company phone, and service‑recognition awards.

Work Environment

Field