Account Manager

Firstcall Mechanical Group; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Company vehicle or allowance

Phone allowance

Uniforms and boot allowances

Job summary

FirstCall Mechanical in Tampa seeks an Account Manager to prepare and deliver presentations for commercial equipment and services to prospective customers.

You will quote jobs, manage relationships, generate sales in the assigned territory, and use Salesforce to keep customer history up to date. The role requires HVAC industry experience and strong communication skills, with local travel to clients.

Qualifications

• Must have experience in the Commercial HVAC industry.
• Must have sales experience, preferably in HVAC Sales.
• Must have experience using Microsoft Office applications.
• Must possess an ability to build strong relationships with customers.

Responsibilities

• Quote jobs and projects for accounts, and provide to customers in a timely manner.
• Answer questions from the customers about their systems and setup.
• Generate budgeted sales; manage mix and pricing to achieve margin goals and grow market share in assigned territory.
• Generate sales in assigned territory.
• Maintain productive relationships with existing customers.
• Presents his or herself in a professional and respectable manner to the customer and assists them with their HVAC needs.
• May need to assist the technicians in the field at certain times; Able to work on various types of HVAC equipment.
• May need to take supplies, tools, materials and such, to the field technicians when needed.
• Able to size duct and equipment and possess electrical knowledge for change-outs and installs and retrofits.
• Utilize SalesForce to keep updated records of customer history.

Skills

Sales experience

HVAC industry knowledge

Microsoft Office

Tools

Salesforce

Job description

Job Details

Level: Experienced

Job Location: Kenyon - Tampa, FL 33619A FirstCall Mechanical Company

ACCOUNT MANAGER

Location: Tampa, FL.

WHO IS FIRSTCALL MECHANICAL?

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

• 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 seeking an Account Manager that will prepare and deliver presentations for commercial equipment and services to prospective customers.

JOB RESPONSIBILITIES

• Quote jobs and projects for accounts, and provide to customers in a timely manner
• Answer questions from the customers about their systems and setup
• Generate budgeted sales; manage mix and pricing to achieve margin goals and grow market share in assigned territory
• Generate sales in assigned territory
• Maintain productive relationships with existing customers
• Presents his or herself in a professional and respectable manner to the customer and assists them with their HVAC needs
• May need to assist the technicians in the field at certain times; Able to work on various types of HVAC equipment
• May need to take supplies, tools, materials and such, to the field technicians when needed
• Able to size duct and equipment and possess electrical knowledge for change-outs and installs and retrofits
• Utilize SalesForce to keep updated records of customer history

ACCOUNTABILITIES

• Client Relationships Management – act as the primary point of contact for assigned clients
• Revenue Growth & Retention – meet or exceed revenue targets and growth objectives
• Strategic Planning & Business Development – develop account plans and strategies to drive client success

ORGANIZATIONAL ALIGNMENT

This position will report to the local Branch President and has the responsibility to the service and sales teams.

QUALIFICATIONS

• Must have experience in the Commercial HVAC industry
• Must have sales experience, preferably in HVAC Sales
• Must have experience using Microsoft Office applications
• Must possess an ability to build strong relationships with customers

BEHAVIORAL PROFILE

Language Skills

Ability to express ideas clearly and confidently in meetings, calls, and presentations. Understand client needs by attentively listening and responding appropriately.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Reasoning Ability

Ability to access client data, sales trends, and market conditions to identify opportunities. Adapt strategies based on changing client needs or market conditions. Think ahead to anticipate potential obstacles and proactively address them.

Environmental Requirements

Will be required to work in the office and travel around to different clients.

Physical Demands

While performing the duties of this job, the employee is regularly required to use their hands to operate the computer keyboard reach with hands and arms. The employee frequently is required to stand, walk, and sit.

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.