Account Manager

FIRSTCALL MECHANICAL GROUP LLC; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Weekly pay

Healthcare coverage (Medical, Dental,

401(k) with 5% match

Paid time off & holidays

Career growth programs (FirstCall)

Referral bonus $2,500 per referral

Company vehicle or allowance

Phone allowance

Uniforms and boot allowance

Job summary

FirstCall Mechanical is seeking an experienced Account Manager in Dallas, TX to grow and sustain profitable relationships with commercial and industrial HVAC customers. You will act as a trusted advisor, understand facility needs, and identify opportunities to expand service partnerships through projects, maintenance agreements, and HVAC solutions.

The role requires a relationship-driven sales professional with knowledge of HVAC systems, strong communication skills, and the ability to coordinate

Qualifications

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

Responsibilities

• Manage and develop relationships with existing HVAC customers as a trusted partner.
• Regularly communicate to understand facility needs and future HVAC requirements.
• Identify opportunities for service projects, maintenance agreements, and additional HVAC solutions.
• Conduct meetings and site visits to evaluate needs and propose suitable solutions.
• Develop knowledge of customer facilities and HVAC systems to provide proactive recommendations.
• Collaborate with service managers, technicians, estimators, and operations to execute solutions.
• Prepare and close proposals for service projects and maintenance agreements.
• Educate customers on preventative maintenance and energy-efficient improvements.
• Maintain accurate customer info and pipeline updates in company systems.

Skills

Relationship building

Communication

Presentation skills

Negotiation

Account management

Tools

CRM software

Job description

Job Details: Level: Experienced, Job Location: FirstCall Mechanical Dallas - Dallas, TX 75006, 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.

BENEFITSOVERVIEW

• 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 Bonusof $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 roleis responsible formanaging and strengthening relationships with existing customers whileidentifyingopportunities 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,identifytheir 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.
• Identifiesopportunities within existing accounts for service projects, preventative maintenance agreements, repairs, upgrades, replacements, andadditionalHVAC 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 businessobjectivesto 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, andadditionalHVAC 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, andidentifyingfuture growth opportunities.
• Maintainsaccuratecustomer information, account activity, sales opportunities, and pipeline updates withinBuildOpsand other company systems while supporting branch growth initiatives.

ACCOUNTABILITIES

• Grows andretainsexisting customer relationships byidentifyingopportunities 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.
• RepresentsFirstCall 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 andidentifyingopportunities foradditionalrevenue 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.
• ExperienceutilizingCRM or sales management tools preferred.

BEHAVIORAL PROFILE

LANGUAGE SKILLS

Ability to read andcomprehendinstructions, 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 employeeis regularly required touse hands tooperatecomputer equipment,reach withhands and arms, and communicate effectively. The employeefrequentlystands, walks, and sits. The employeemay 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 abilitiesrequiredinclude close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

NOTE:

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