Client Success Specialist

Mechanical Services of Central Florida, Inc.; Orlando (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Benefits package

Competitive salary

Job summary

MSI seeks a Client Success Specialist to drive new business for preventative maintenance contracts, educate clients on HVAC benefits, and build lasting relationships that deliver long-term value.

Reporting to the Sales Director in Orlando, you will prospect, manage the sales pipeline in Dynamics CRM, negotiate contracts, and collaborate with Accounting and Project teams to ensure seamless onboarding and service delivery.

Qualifications

• Minimum of 5 years of proven sales experience.
• Proven track record in sales, business development, or client relationships.
• 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; ethical and discreet.

Responsibilities

• Actively prospect and acquire new clients by developing targeted sales strategies.
• Cultivate and maintain strong relationships with new clients to identify opportunities for service agreement expansion.
• Leverage CRM to track leads, opportunities, and client interactions for pipeline management.
• Negotiate and close service agreements with favorable terms and pricing.
• Collaborate with internal teams to ensure seamless client onboarding and service delivery.
• Track and analyze sales data to identify trends and optimize strategies.

Skills

Sales experience

CRM experience

Financial acumen

Communication

Negotiation

Time management

Multitasking

Ethical conduct

Tools

CRM software

Prospecting tools

Job description

About Us

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.

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 Duties & Responsibilities

ESSENTIAL FUNCTIONS

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

QUALIFICATIONS

Education and Experience:

• 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

Notice to prospective employees:There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companieslist open positions here. Please check our available positions to confirm that a post or email is genuine.

EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services.If an individual is contacted for services outside of EMCOR’s normal application process – it is probably fraudulent.

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Equal Opportunity Employer

As a leading provider of mechanicaland electrical construction, facilities services, and energy infrastructure,we offer employess a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and sucess. Equal Oppurtunity Employer/Veterans/Disabled.

Affirmative Action Policy

Please review our Affiantive Action Policy.

Notice to Prospective Employees

Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR’s normal application process – it is probably fraudulent.