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

1. 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

1. 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

1. 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

1. 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

1. 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

1. 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