Account Manager

United Mechanical; San Jose (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Disability insurance

Company-paid life insurance

Paid time off

401(k) with company match

Job summary

United Mechanical in San Jose, CA, is seeking an Account Manager to be the primary point of contact for new prospects and existing accounts, ensuring customer satisfaction, contract profitability, and growth within the company’s strategic plans. The AM will focus on selling and managing service agreements, quoted repairs, and assisting in larger replacement projects.

You will develop client relationships, manage service agreements and repairs, coordinate with Sales, Operations and Field teams,

Qualifications

• Bachelor’s degree in engineering (mechanical, industrial, etc.) or related field experience.
• 5-7 years of experience in the building trades industry (mechanical, plumbing, etc.).
• Strong knowledge of HVAC systems, plumbing, ductwork, piping, refrigeration, and energy efficiency solutions.
• Digitally savvy with PC applications and learning custom software quickly.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook), Bluebeam, and Smartsheet as needed for estimating, proposal writing, WIP management, CRM, and duties.

Responsibilities

• Develop new client relationships and pursue business opportunities within assigned regions.
• Qualify potential bid opportunities.
• Analyze scope, schedule, and resources for sales opportunities to ensure alignment with company capabilities.
• Participate in job walks, building surveys, and client/site visits.
• Coordinate with Sales, Operations and Field to manage vendors, contracts, and work orders through the account life cycle.
• Prepare detailed estimates and proposals outlining labor, materials, and overhead.
• Generate leads for larger retrofit or modernization projects.
• Drive performance towards maintenance agreements and small project sales goals.
• Maintain accurate records in the CRM system.

Skills

Decision-making

Communication

Negotiation

Account management

Project coordination

Education

Bachelor’s degree in engineering or related field

Tools

MS Office

Bluebeam

Smartsheet

CRM

Job description

The most distinctive aspect of working at United Mechanical is our vibrant culture and spirit of innovation. You will work side by side with company leaders and industry pioneers who have extensive knowledge and experience. We are a diverse, ambitious team excited about what we do. We have developed a work environment that allows every employee to have job satisfaction while providing the best quality products and services available on a profitable basis. We are committed to hiring and developing the best in our industry. We offer competitive compensation and lots of opportunities for career growth!

Our benefits package includes:

• medical
• dental
• vision
• disability insurance
• company-paid life insurance
• and much more!

Paid Time Off

Employees are eligible for Paid Time Off as well as paid holidays.

401(k)

Our competitive retirement plan includes a generous 100% company match up to 4% of contribution.

Overview

The Account Manager (AM) acts as the primary point of contact for the Company within new prospects and existing accounts. The AM is responsible to ensure overall customer satisfaction, retention rates, quality of services delivered, contract profitability, and continued business growth within the Company’s strategic plans. The AM will be focused on selling and managing a mixture of service agreements, quoted repairs, and assist in facilitating larger replacement and/or improvement projects.

Responsibilities

• Develop new client relationships and pursue business opportunities within the vertical markets and geographic regions, as directed by Sales Management. Follow up with any potential leads provided by construction team as directed by Sales Management.
• Proactively qualify potential bid opportunities.
• Analyze the scope, complexity, schedule, and general resource requirements of potential
• sales opportunities to ensure alignment with the company capabilities and business plans.
• Regularly participates in job walks, building surveys, and client and/or job site visits with both new and existing customers.
• Communicate with customers, addressing concerns and service inquiries.
• Collaborate with Sales, Operations, and Field in managing vendors, managing contracts, and overseeing the general prosecution of work orders and service agreements through the life cycle of the account. This includes new customer profiling and setup, coordinating billing production, and driving timely invoice collection efforts.
• Coordinate with labor force leadership to ensure seamless execution.
• Actively manage repairs and maintenance agreements to deliver on schedule and within budget.
• Maintain accurate and up-to-date records in the company CRM system, tracking all account activity.
• Supervise and mentor sales support personnel, when applicable to ensure effective support and team development.
• Obtain and evaluate multiple vendor quotes for equipment, materials, and subcontractor services to ensure cost-effective solutions.
• Process product/equipment submittals when required for customer records/approvals.
• Prepare comprehensive, detailed estimates and proposals that outline labor, materials, and overhead costs, a clear scope of work, ensuring alignment with company pricing strategies and industry standards while mitigating risk. Compile kickoff meeting documentation and attend meeting.
• Generate leads for larger retrofit or modernization projects, working in conjunction with Sales Management and Project Managers.
• Drive performance towards PMA (Planned Maintenance Agreement), quoted repairs, and small project sales goals.
• Participate in contract and work-in-progress (WIP) review meetings. Participate in active WIP management.
• Assemble and submit project closeout documentation when required.
• Represents the Company at designated industry and social events.
• Stay current on industry trends, new technologies, code changes, and best practices to improve service operations.
• Regularly attend trade-specific training.

Minimum Qualifications

• Education: Bachelor’s degree in engineering (mechanical, industrial, etc.), Construction Management, or related field experience.
• 5-7 years of experience in the building trades industry (mechanical, plumbing, etc.).
• Strong knowledge of HVAC systems, plumbing, ductwork, piping, refrigeration, and energy efficiency solutions.
• Digitally savvy, including excellent PC application skills and the ability to quickly learn numerous custom software applications.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook), Bluebeam, and Smartsheet as needed for estimating, proposal writing, WIP management, CRM, and general job duties.

Skills

• Quick decision-making skills to troubleshoot issues and identify potential sales opportunities.
• Analytical and creative thinking to assess risks, develop cost-effective, innovative, and proactive solutions.
• Excellent communication, negotiation, and management abilities.
• Ability to clearly convey information to customers, technicians, vendors, and management.
• Active listening to understand needs and concerns.
• Strong attention to detail and problem-solving skills.
• Strong written communication for proposals, reports, and documentation.
• Ability to manage multiple accounts simultaneously.
• Conflict resolution skills to handle workplace challenges and the ability to work in a team environment.
• Delegation and accountability to ensure efficiency in repair/maintenance execution.
• Ability to negotiate contracts, pricing, and timelines with vendors and subcontractors.
• Persuasive communication to secure approvals and sell service solutions.
• Ability to review performance and identify improvement strategy.
• An effective and successful Account Manager is a highly organized and detail-oriented professional who excels in overseeing service maintenance and repairs, ensuring they are completed on time, within budget, and to the highest quality standards. They possess a strong combination of technical knowledge, leadership skills, and customer service expertise.

United Mechanical is an Equal Opportunity Employer and embraces diversity in our employee population. We provide equal opportunity to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, special disabled veteran, marital status, pregnancy, genetic information, or any other legally protected status.