Account Executive

KENYON & PARTNERS, LLC.; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive Weekly Pay

Comprehensive Healthcare Coverage

401(k) with 5% match

Life Insurance

Short & Long-Term Disability

Up to 4 weeks PTO + 9 holidays

FirstCall Academy & LEAP programs

Referral bonus $2,500 per referral

Company vehicle or allowance

Phone allowance

Uniforms & work boot allowances

Job summary

FirstCall Mechanical is seeking an organized Account Executive to serve as the primary contact for a major commercial client. You will manage HVAC projects, coordinate with operations and engineering teams, and ensure timely, high-quality delivery that meets the customer’s expectations.

The ideal candidate brings 3+ years in account or project management, strong communication skills, and a proven ability to handle multiple projects simultaneously.

Qualifications

• 3+ years of experience in account management, project management, customer success, or B2B sales.
• Experience in HVAC, mechanical contracting, construction, facilities management, or a related industry is highly preferred
• Strong customer relationship management and communication skills
• Proven ability to manage multiple projects, priorities, and deadlines simultaneously
• Ability to understand technical concepts, project scopes, and client requirements
• Strong problem-solving, organizational, and follow-through skills
• Ability to communicate effectively with customers, field personnel, project managers, and leadership
• Proficiency with CRM software, Microsoft Office, and project management tools
• Self-starter who can work independently while effectively coordinating with cross-functional teams
• Valid driver's license and willingness to travel locally for client meetings and project/site visits

Responsibilities

• Serve as the primary point of contact and dedicated resource for the assigned commercial client
• Build and maintain a strong, long-term relationship with the client and proactively identify their needs
• Manage the client’s portfolio of HVAC/mechanical projects, service needs, and ongoing work
• Coordinate projects from initial scope through completion, ensuring timelines, budgets, quality, and customer expectations are met
• Conduct regular client meetings and site visits to understand needs, review project progress, and address concerns
• Coordinate with operations, service, engineering, project management, and field teams to ensure successful project execution
• Develop project schedules, track milestones, and communicate updates, changes, and potential delays to the client
• Review project scope, estimates, proposals, change orders, and other client documentation for accuracy
• Proactively identify and resolve issues, serving as the liaison between the client and internal teams
• Ensure timely follow-up, communication, and after-sales support throughout the client relationship
• Monitor project and account performance, maintain accurate records, and provide regular updates to leadership
• Identify opportunities to expand services within the client relationship and support additional business needs
• Maintain accurate client and project information within CRM and other company systems

Skills

Account management

Project management

Customer success

B2B sales

HVAC knowledge

CRM software

Communication skills

Travel locally

Tools

CRM software

Microsoft Office

Project management tools

Job description

Kenyon is a commercial HVAC services company based in Tampa, FL. Founded in 2001, Kenyon partnered with FirstCall Mechanical in 2024.

FirstCall Mechanical is a leading provider of commercial and industrial HVAC, building controls, electrical, and plumbing services. FirstCall serves a wide array of facility and customer types, including distribution centers, industrial plants, universities, airports, healthcare facilities, self-storage units, and more. With approximately 700 employees across Ohio, New York, Virginia, Tennessee, North Carolina, South Carolina, Georgia, Florida, and Texas, FirstCall is committed to building durable partnerships. The company is actively expanding its operations nationwide and partnering with organizations that share its dedication to quality and customer satisfaction.

FirstCall Mechanical not only partners with companies to nurture growth in the market but also provides equal focus on employee growth and development as well. We believe when YOU succeed, we all succeed, so we strive to be the first call for talented team members who want a career, not just a job.

BENEFITS OVERVIEW

FirstCall Mechanical values our employees' well-being, growth, and success! Employees are offered a robust benefits package, including:

• Competitive Weekly Pay
• Comprehensive Healthcare Coverage - Medical, Dental, Vision, + More (Includes some 100% Company-paid plans)
• Financial Resources - 401(k) Retirement Savings Plan with a 5% match, Life Insurance, Short & Long-Term Disability
• Time-Off & Holidays - Up to 4 weeks of Paid Off, 9 Paid Holidays + Veterans Day for Veterans
• Career Growth & Development- Company-sponsored education and career advancement programs like the FirstCall Academy, the Learning & Education Assistance Program (LEAP), and the FirstCall Progression Program
• Generous Referral Bonus of $2,500 per referral
• Role-Specific Perks - Company vehicle or allowance, mobile phone or phone allowance, uniforms, and work boot allowances

POSITION OVERVIEW

We are looking for a highly organized and customer-focused Account Executive to serve as the primary point of contact for one of our key commercial clients. This role is responsible for managing the day-to-day client relationship, coordinating projects and service needs, and ensuring work is completed successfully, on time, and to the customer’s expectations. The ideal candidate will build a strong partnership with the client while working closely with our operations, service, engineering, and project management teams to ensure a seamless customer experience.

JOB RESPONSIBILITIES

• Serve as the primary point of contact and dedicated resource for the assigned commercial client
• Build and maintain a strong, long-term relationship with the client and proactively identify their needs
• Manage the client’s portfolio of HVAC/mechanical projects, service needs, and ongoing work
• Coordinate projects from initial scope through completion, ensuring timelines, budgets, quality, and customer expectations are met
• Conduct regular client meetings and site visits to understand needs, review project progress, and address concerns
• Coordinate with operations, service, engineering, project management, and field teams to ensure successful project execution
• Develop project schedules, track milestones, and communicate updates, changes, and potential delays to the client
• Review project scope, estimates, proposals, change orders, and other client documentation for accuracy
• Proactively identify and resolve issues, serving as the liaison between the client and internal teams
• Ensure timely follow-up, communication, and after-sales support throughout the client relationship
• Monitor project and account performance, maintain accurate records, and provide regular updates to leadership
• Identify opportunities to expand services within the client relationship and support additional business needs
• Maintain accurate client and project information within CRM and other company systems

QUALIFICATIONS

• 3+ years of experience in account management, project management, customer success, or B2B sales
• Experience in HVAC, mechanical contracting, construction, facilities management, or a related industry is highly preferred
• Strong customer relationship management and communication skills
• Proven ability to manage multiple projects, priorities, and deadlines simultaneously
• Ability to understand technical concepts, project scopes, and client requirements
• Strong problem-solving, organizational, and follow-through skills
• Ability to communicate effectively with customers, field personnel, project managers, and leadership
• Proficiency with CRM software, Microsoft Office, and project management tools
• Self-starter who can work independently while effectively coordinating with cross-functional teams
• Valid driver's license and willingness to travel locally for client meetings and project/site visits

BEHAVIORAL PROFILE

Language Skills

Ability to read, understand, and apply written instructions, emails, and business correspondence. Strong written communication skills are essential for drafting professional emails, reports, and internal documents. The role requires the ability to clearly present information in one-on-one and small group settings with employees, customers, and vendors.

Mathematical Skills

Proficiency in basic arithmetic operations including addition, subtraction, multiplication, and division. Comfortable working with percentages, ratios, and basic financial calculations. Familiarity with spreadsheets and data entry is necessary for tracking expenses, reports, and various administrative tasks.

Reasoning Ability

Strong problem-solving skills with the ability to follow written, verbal, or visual instructions accurately. Ability to prioritize multiple tasks, meet deadlines, and adapt to shifting priorities. Attention to detail and sound judgment are critical, particularly when handling confidential information.

Personal and Interpersonal Skills

Ability to establish and grow relationships with customers through effective verbal and written communication. Dedicated to the needs of the customers, manufacturers and peers and has the patience to actively listen to all business partners. Able to solve problems and skillfully negotiate with a minimum of noise while managing stress. Demonstrates integrity and trust through appropriate directness and truthfulness. Ability to understand personal strengths and weaknesses, seek feedback and improve upon shortcomings.

Physical Demands

While performing the duties of this role, the employee is regularly required to sit, use hands for typing and other office-related tasks, and communicate clearly. The employee may occasionally need to stand, walk, or lift office materials weighing up to 25 pounds. Vision requirements include close vision for computer work and the ability to adjust focus as needed.

NOTE:

This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.