Client Success Specialist

EMCOR Services MSI - Mechanical Services; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

MSI seeks a Client Success Specialist to drive new business, educate clients on HVAC system benefits, and cultivate lasting relationships that deliver long-term value. You will report to the Sales Director and coordinate with the Vice President, General Managers, Accounting, and Field Employees to ensure seamless onboarding and service delivery.

MSI is a Drug Free Workplace and Equal Opportunity Employer. The role emphasizes teamwork, results, and integrity in a dynamic, service-based setting.

Qualifications

• Minimum 5 years of proven sales experience with targets exceeded.
• Strong in sales, business development or client relationships in service industry.
• Experience with CRM and prospecting tools is highly desired.
• Strong financial acumen and analytical skills.
• Excellent communication and negotiation skills.
• Attention to detail, organization, and time management.
• Ability to multi-task in a fast-paced environment.
• Ethical and discreet.

Responsibilities

• Prospect and acquire new clients for preventive maintenance contracts.
• Educate clients on HVAC benefits and MSI capabilities.
• Build lasting relationships to drive long-term value.
• Collaborate with project management, accounting and sales to onboard clients.
• Track sales data and measure performance against targets.

Skills

Sales

Business development

Client relationship management

CRM experience

Analytical skills

Negotiation

Communication

Attention to detail

Time management

Multi-tasking

Tools

Dynamics CRM

Atlas prospecting tool

Job description

We design, build, operate and maintain commercial heating, ventilation and air conditioning systems that help clients acheive healthy, productive, and efficient working environments.

Job Summary

MSI is a full service HVACR contractor offering an array of energy efficient air-conditioning services from concept to completion, maintenance to repair and everything in between. With more than 45 years of service under our belt, MSI continues to be recognized for our visionary leadership and superior craftsmanship in the design and installation of energy-efficient cooling systems.

MSI seeks talented performers and offers a challenging and rewarding work environment that emphasizes teamwork, results, and most importantly honesty and integrity. We value our employees and are committed to attracting highly skilled, talented individuals to join our strong, family-oriented workforce and to help us build on our success.

We are a Drug Free Workplace and an Equal Opportunity Employer.

Position Information

Job Title: Client Success Specialist

Department: Accounting

FLSA Status: Salaried

Reports to: Sales Director

Coordinates With: Vice President, General Managers, Accounting, Field Employees

Salary: Commensurate with experience + Benefits

Job Summary

MSI seeks a Client Success Specialist to be responsible for prospecting, identifying and pursuing new business opportunities for preventative maintenance contracts, educating clients on HVAC system benefits, and building lasting relationships that drive long-term value.

Essential Functions

Essential Duties & Responsibilities

The essential functions include, but are not limited to, the following:

Client Acquisition & Customer Growth

• Actively prospect and acquire new clients by developing and executing targeted sales strategies.
• Cultivate, build and maintain strong relationships with new clients to identify opportunities for service agreement expansion.
• Leverage our Dynamics CRM to track leads, opportunities, and client interactions, ensuring effective sales pipeline management.
• Utilize our Atlas prospecting tool to identify and qualify high-potential leads, maximizing sales efficiency.
• Meet new & potential service agreement customers as designed by the General Manager and Sales Director, fostering strong relationships and identifying opportunities for new contracted sales.
• Proactively engage with new clients to ensure customer understands MSI’s capabilities.
• Negotiate and close service agreements, ensuring favorable terms and pricing.
• Collaborate with internal teams (e.g., project management, accounting, Commercial Sales Advisor) to ensure seamless client onboarding and service delivery.
• Track and analyze sales data to identify trends, optimize sales strategies, and measure performance against targets.

Industry Engagement

• Actively participate in industry organizations like BOMA and ASHRAE to establish professional networks and stay updated on industry best practices.
• Leverage industry connections to generate leads and build brand awareness.

Financial Analysis & Reporting

• Analyze client account activity to identify opportunities for new contracted sales.
• Prepare financial reports and projections to support sales forecasting and decision-making.

Business Development & Marketing

• Develop and implement marketing initiatives to generate leads and build brand awareness.
• Represent the company at industry events and networking opportunities to expand the contracted client base.
• Stay abreast of market trends and competitor activities to identify new business opportunities.

Internal Operations & Support

• Evaluate and improve internal processes related to client acquisition and service agreement management.

Qualifications

• Minimum of 5 years of proven sales experience, with a track record of exceeding targets.
• Proven track record in sales, business development, or client relationship management, preferably in a service based industry.
• Experience with CRM and prospecting tools is highly desired.
• Strong financial acumen and analytical skills.
• Excellent communication and negotiation skills.
• High attention to detail and accuracy
• Must possess strong analytical skills
• Excellent organizational and time-management skills
• Ability to multi-task in a fast-paced work environment
• Ethical and discreet

Safety Responsibilities

• Each employee has a responsibility for their own safety, the safety of their co-workers, and the community in which they are operating.
• In the performance of duties and responsibilities, you are expected to observe all safety, health, and loss prevention rules, practices, and procedures, as well as specific instructions related to the safe and efficient performance of your work.
• An effective and viable safety, health, and loss prevention program will be attained only when all employees are safety conscious and keenly aware, both mentally and physically, of the potential hazards of your environment.

We offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our continued growth and success.

Equal Opportunity Employer/Veterans/Disabled.

Affirmative Action Policy

Please review our Afffirmative Action Policy .