Account Manager

FirstCall Group; Carrollton (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Competitive Weekly Pay

Comprehensive Healthcare Coverage - 医疗

401(k) Retirement Savings Plan with a

Time-Off & Holidays - Up to 4 weeks of

Career Growth & Development- FirstCall

Generous Referral Bonus of $2,500 per

Company vehicle or allowance, mobile

Job summary

FirstCall Mechanical is seeking an HVAC Account Manager in Dallas, TX to grow service relationships and drive profitable partnerships with commercial and industrial clients. You will identify project opportunities, negotiate service agreements, and coordinate with internal teams to deliver HVAC solutions that meet customer needs.

The role emphasizes relationship-building, technical HVAC knowledge, and proactive account management to ensure retention and expansion of service offerings across our

Qualifications

• 3+ years of progressive sales, account management, or customer relationship experience.
• Experience managing existing customer relationships and identifying opportunities for additional revenue growth.
• Experience selling HVAC service projects, maintenance agreements, preventative maintenance programs, or related solutions preferred.
• Working knowledge of commercial HVAC systems, building operations, or mechanical services preferred.
• Ability to understand customer challenges and translate technical solutions into business value.
• Strong presentation, negotiation, communication, and relationship-building skills.
• Ability to manage multiple customer relationships, prioritize opportunities, and drive results.
• Strong problem-solving skills with the ability to collaborate with internal teams and customers.
• Experience utilizing CRM or sales management tools preferred.

Responsibilities

• Manages and develops relationships with existing commercial and industrial HVAC customers by serving as a trusted point of contact and strategic partner.
• Regularly communicates with customers to understand facility needs, operational challenges, equipment concerns, and future HVAC requirements.
• Identifies opportunities within existing accounts for service projects, maintenance agreements, repairs, upgrades, replacements, and additional HVAC solutions.
• Conducts customer meetings, site visits, and account reviews to evaluate needs and recommend solutions that align with customer goals.
• Develops a strong understanding of customer facilities, HVAC systems, service history, and business objectives to provide proactive recommendations.
• Partners with Service Managers, Technicians, Estimators, and Operations Teams to develop solutions and ensure successful execution of customer needs.
• Prepares, presents, negotiates, and closes proposals for service projects, maintenance agreements, and additional HVAC opportunities.
• Educates customers on the value of preventative maintenance, system improvements, energy efficiency, and long-term HVAC performance.
• Maintains customer satisfaction by proactively managing relationships, following up on opportunities, resolving concerns, and identifying future growth opportunities.
• Maintains accurate customer information, account activity, sales opportunities, and pipeline updates within BuildOps and other company systems while supporting branch growth initiatives.

Skills

Sales experience

Account management

Customer relationship management

CRM software

Strong communication

Negotiation skills

Relationship-building

Multi-client management

Team collaboration

Tools

CRM tools

Sales management tools

Job description

WHO IS FIRSTCALL MECHANICAL?

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.

A FirstCall Mechanical Company

ACCOUNT MANAGER

Location: Dallas, TX

WHO IS FIRSTCALL MECHANICAL?

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

• 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 allowance

Position Overview

We are currently seeking an HVAC Account Manager to support the growth and profitability of our HVAC Service business. This role is responsible for managing and strengthening relationships with existing customers while identifying opportunities to expand service partnerships through projects, maintenance agreements, and HVAC solutions. The ideal candidate is a relationship-driven sales professional with a strong understanding of commercial HVAC systems who can serve as a trusted advisor to customers, identify their needs, provide technical solutions, and drive continued growth and customer retention for FirstCall Mechanical.

Job Responsibilities

• Manages and develops relationships with existing commercial and industrial HVAC customers by serving as a trusted point of contact and strategic partner.
• Regularly communicates with customers to understand facility needs, operational challenges, equipment concerns, and future HVAC requirements.
• Identifies opportunities within existing accounts for service projects, preventative maintenance agreements, repairs, upgrades, replacements, and additional HVAC solutions.
• Conducts customer meetings, site visits, and account reviews to evaluate needs and recommend solutions that align with customer goals.
• Develops a strong understanding of customer facilities, HVAC systems, service history, and business objectives to provide proactive recommendations.
• Partners with Service Managers, Technicians, Estimators, and Operations Teams to develop solutions and ensure successful execution of customer needs.
• Prepares, presents, negotiates, and closes proposals for service projects, maintenance agreements, and additional HVAC opportunities.
• Educates customers on the value of preventative maintenance, system improvements, energy efficiency, and long-term HVAC performance.
• Maintains customer satisfaction by proactively managing relationships, following up on opportunities, resolving concerns, and identifying future growth opportunities.
• Maintains accurate customer information, account activity, sales opportunities, and pipeline updates within BuildOps and other company systems while supporting branch growth initiatives.

Accountabilities

• Grows and retains existing customer relationships by identifying opportunities that increase service revenue and strengthen long-term partnerships.
• Continually develops technical HVAC knowledge, service knowledge, and sales skills through FirstCall Academy and ongoing industry learning.
• Delivers an exceptional customer experience to ensure we continue to be the trusted HVAC and Refrigeration partner for our customers.
• Represents FirstCall Mechanical with professionalism, responsiveness, and a commitment to providing value-driven solutions.

ORGANIZATIONAL ALIGNMENT

This position reports to the local Branch Leader and works closely with Service Managers, Technicians, Operations Teams, Estimating Teams, and customers to support service growth and customer success.

Qualifications

• 3+ years of progressive sales, account management, or customer relationship experience, preferably in HVAC, mechanical services, construction, facilities, or a related industry.
• Experience managing existing customer relationships and identifying opportunities for additional revenue growth.
• Experience selling HVAC service projects, maintenance agreements, preventative maintenance programs, or related solutions preferred.
• Working knowledge of commercial HVAC systems, building operations, or mechanical services preferred.
• Ability to understand customer challenges and translate technical solutions into business value.
• Strong presentation, negotiation, communication, and relationship-building skills.
• Ability to manage multiple customer relationships, prioritize opportunities, and drive results.
• Strong problem-solving skills with the ability to collaborate with internal teams and customers.
• Experience utilizing CRM or sales management tools preferred.

Language Skills

Ability to read and comprehend instructions, correspondence, and business documents. Ability to effectively communicate professionally through written and verbal communication. Ability to present information clearly and confidently in individual and group settings with customers, clients, and internal teams.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, percentages, margins, and sales projections. Ability to interpret basic reports, service information, and sales metrics.

REASONING ABILITY

Ability to understand customer needs, evaluate HVAC challenges, recommend solutions, and make sound business decisions. Ability to manage multiple customer relationships, prioritize activities, and adapt to changing customer and business needs.

Environmental Requirements

This position requires regular travel to customer locations, job sites, and business meetings. The employee will work in a field environment and interact with customers, technicians, and internal teams.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to use hands to operate computer equipment, reach with hands and arms, and communicate effectively. The employee frequently stands, walks, and sits. The employee may occasionally climb, balance, stoop, kneel, crouch, or crawl while visiting customer locations. The employee must regularly lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

NOTE:

FirstCall does not accept unsolicited resumes, employment applications or inquiries from recruiters, employment agencies or individual job seekers. Applicants who are selected to proceed to the next stage of FirstCall’s process will be contacted directly by a member of our team. Please note that we are unable to provide individual feedback to all applicants. Applications will stay active in our system for 60 days, and after 60 days applicants will need to reapply for the role.