Position Overview:
The HVAC Commercial Account Manager is responsible for developing and maintaining relationships with commercial clients to drive sales growth and ensure high customer satisfaction. This role manages existing accounts, identifies new business opportunities, and serves as the primary point of contact between the client and internal departments including service, installation, and operations.
Key Responsibilities:
- Manage and grow a portfolio of commercial HVAC clients, ensuring long-term relationships and repeat business.
- Develop new business opportunities through prospecting, networking, and strategic outreach.
- Conduct site visits to assess customer needs and provide tailored HVAC solutions.
- Prepare and present proposals, estimates, and service agreements to clients.
- Collaborate with service and installation teams to coordinate project delivery and ensure customer expectations are met.
- Maintain up-to-date knowledge of HVAC systems, products, and industry trends.
- Monitor contract renewals, warranty terms, and maintenance agreements to ensure timely follow-ups.
- Track sales performance, pipeline activity, and account status through CRM systems.
- Resolve customer concerns quickly and professionally, ensuring high satisfaction and retention.
- Represent the company at trade shows, association meetings, and networking events.
Qualifications:
- 3–5 years of experience in HVAC, mechanical contracting, or commercial facilities sales/account management.
- Strong understanding of HVAC systems, service contracts, and building mechanical systems.
- Proven record of achieving or exceeding sales targets.
- Excellent communication, negotiation, and relationship-building skills.
- Ability to read and interpret mechanical drawings and specifications (preferred).
- Proficiency with CRM systems, Microsoft Office, and proposal software.
Performance Metrics:
- Total revenue generated from assigned accounts.
- Number and value of new maintenance agreements obtained.
- Total number of new prospects generated.
Work Environment:
- Primarily field-based with regular client visits and occasional office or job site meetings.
- May require evening or weekend availability for client needs or networking events.
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