Account Specialist Lead: HVAC Service & Client Growth

UMC; Lynnwood (WA); On-site; USD 54,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company match

Paid Time Off 120 hours annually

Seven paid holidays plus one floating

Professional development support

Employee referral program

Job summary

UMC in Lynnwood, WA is seeking an Account Specialist Lead to provide leadership and on-site service across Service Agreement accounts. The role focuses on delivering a positive client experience, expanding services, and coordinating with the Service team to support annual revenue, margin, and safety goals.

You will supervise Account Specialists, manage budgets and work orders, lead client kickoff meetings, and promote UMC's Safety Program while building strong relationships with clients.

Qualifications

• Proactive client service approach.
• Understanding of HVAC and plumbing systems.
• Strong communication and active listening skills.
• Effective problem-solving and conflict resolution abilities.
• Proficiency with computer systems and willingness to learn new software.

Responsibilities

• Build and maintain strong client relationships through proactive, in-person service, serving as the primary contact for assigned accounts.
• Lead account management efforts to position UMC as the preferred mechanical service provider.
• Supervise Account Specialists with coaching, mentoring, and ongoing training.
• Establish, track, and report budgets, including labor hours, for all SA, QR, and RR Work Orders.
• Attend internal turnover meetings and lead external client kickoff meetings.

Skills

Proactive client service

HVAC systems understanding

Communication skills

Problem solving

Computer systems proficiency

Education

AA or 3 years customer service experience

Job description

UMC in Lynnwood, WA is seeking an Account Specialist Lead to provide leadership and on-site service across Service Agreement accounts. The role focuses on delivering a positive client experience, expanding services, and coordinating with the Service team to support annual revenue, margin, and safety goals.

You will supervise Account Specialists, manage budgets and work orders, lead client kickoff meetings, and promote UMC's Safety Program while building strong relationships with clients.