Account Manager - Canton Service

Capstone Mechanical, LP.; Canton (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Capstone Mechanical, LP. in Canton, Ohio, seeks an experienced account manager with 3-5 years in commercial HVAC or facilities management to develop customer relationships and increase revenue. Responsibilities include managing service contracts, upselling additional services, and negotiating agreements.

The candidate should possess a Bachelor's degree or equivalent experience, with strong skills in HVAC systems, detailed financial analysis, and Microsoft Office. The environment will include both office and field visits.

Qualifications

• 3-5 years of experience in commercial HVAC or facilities management.
• Experience managing service contracts and capital equipment sales required.
• Ability to prepare service contracts and negotiate terms.

Responsibilities

• Develop relationships with assigned customers to increase revenue.
• Identify and pursue upsell opportunities and drive customer retention.
• Manage preventive maintenance agreement renewals and negotiations.

Skills

Understanding of commercial HVAC systems

Reading mechanical drawings

Financial analysis skills

Attention to detail

Microsoft Office proficiency

Experience with Microsoft Dynamics 365

Education

Bachelor’s Degree in Business/Marketing/Engineering

High School/Trade School Diploma with 2-5 years of experience

Job description

• Develop relationships withassignedcustomers to increase revenueand profitability
• Identifyand pursueopportunities toupsell:service contract expansions, equipment additions, capital replacements,new lines of business (e.g., plumbing, controls, etc.)and service scope increases.Drive retention and growth by understanding customer business needs and helping them succeed
• Manage preventive maintenance agreement renewals and contract negotiationswithappropriate priceescalations
• Pursue and manage annualand multi-yearT&Mcontracts and pursue annualpricing increases
• Identifyand pursueequipment replacement opportunities through age analysis and failure trend tracking
• Coordinate planned service outages and major repairs with facility managers
• Maintain detailed knowledge of products and services to ensure they consistently meetcustomerneeds
• Communicate regularly with customers to ensure satisfaction and promote ongoing contract renewal
• Advise internal teams on product and service improvements based oncustomerfeedback
• Provide sales quotes and respond to requests for proposals
• Answer customers’ questions about services, prices, availability, or terms
• Prepare service contracts, quote prices, credit terms, or other bid specifications usingcompany practices
• Emphasize service features based on analyses of customers’ needs and technical knowledge
• Negotiate prices or terms of service agreements
• Maintain customer records,pipelineand backlog, including regular use of customer and opportunity tracking systems tomaintainaccurateandtimelydata
• Visit establishments to evaluate needs or promote service sales
• Develop and deliver salespresentations;close sales
• Participate in sales forecasting and planning meetings
• Develop andmaintainprofessional communications with all levels of staff and customers
• Partner with business developmentto transition new customers to existing accounts

MINIMUM AND/OR PREFERRED QUALIFICATIONS

EDUCATION

• Bachelor’s Degree in Business/Marketing/Engineering, or
• High School/Trade School Diploma (or GED/High School Equivalence Certificate) with 2-5 years ofcommercial HVAC/controls service or salesexperience

EXPERIENCE

• 3-5 years of experience in commercial HVAC, building services, or facilities management, with at least 2 years in account management or technical sales role. Experience managing service contracts and capital equipment salesrequired. Experiencein preparing service contracts,cost estimates, andnegotiatingcontracttermsand price increases.
• Exposure to complex tasks within the job function; occasionally directed in several aspects of the work

CERTIFICATES, LICENSES, REGISTRATIONS

• n/a

SKILL REQUIREMENTS

• Understanding of commercial HVAC systems, controls, and building automation
• Readingmechanical drawings and equipmentschedules
• Financialanalysis skills (ROI, life cycle costing, energy savings calculations
• Can interpret service reports and explain technical findings to non-technical buyers
• Attention to detail and ability to work independently
• Personal computer skills, strong typing ability, and knowledge of Microsoft Office
• Experience withMicrosoft Dynamics 365preferred

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Must be able to conduct site visits in mechanical rooms, rooftops, and other equipment locations. May require climbing ladders, working in temperature extremes, and wearing PPE.

WORK ENVIRONMENT

This joboperatesin both an office and a field environmentMustbe able to sit and/or stand for extended periods of time

REASONABLE ACCOMMODATION

Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.