Commercial HVAC Account Manager

Jobot; San Jose (CA); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Company paid life insurance

Paid time off/ Holidays

Retirement savings

Job summary

Jobot is seeking an Account Manager in San Jose to serve as the primary client contact for new prospects and existing accounts. You will drive customer satisfaction, retention, and profitable growth by managing maintenance, repairs, and larger projects.

The role collaborates with sales, operations, and field teams to qualify opportunities and coordinate proposals. You will develop new client relationships, deliver detailed estimates, manage contracts, and maintain CRM records while representing

Qualifications

• Bachelor's degree in engineering, Construction Management, or equivalent.
• 5+ years’ experience in the building trades (mechanical, plumbing, HVAC) with strong technical knowledge of systems and energy-efficiency solutions.
• Proficient with Microsoft Office, Bluebeam, and familiarity with CRM, estimating, and WIP tools (e.g., Smartsheet).
• Strong communication, negotiation, and analytical skills; ability to prepare clear proposals and documentation.
• Proven ability to manage multiple accounts, prioritize tasks, and work across teams.

Responsibilities

• Develop and pursue new client relationships and qualify bid opportunities within assigned verticals and territories.
• Prepare detailed estimates and proposals; obtain and evaluate vendor quotes to ensure cost-effective solutions.
• Manage service agreements, repairs, work orders, billing coordination, and timely invoice collection through the account lifecycle.
• Coordinate with Sales, Operations, and field leadership to schedule and execute work, including job walks and site visits.
• Maintain accurate account activity, WIP, and deliverable records in the CRM and related systems.
• Generate leads for retrofit/modernization projects and drive sales toward PMA, quoted repairs, and small project goals.

Skills

Account management

Client relations

Negotiation

Analytical skills

Proposal writing

Multi-tasking

Education

Bachelor's degree in engineering/Construction Management

Tools

CRM software

Smartsheet

Microsoft Office

Bluebeam

Job description

Salary: $115,000 - $160,000 per year

A bit about us

We are a reputable commercial contractor with over 30 years of experience in the mechanical services industry. We are committed to delivering exceptional service and innovative solutions to our clients, focusing on quality and customer satisfaction. Our team of dedicated professionals works collaboratively to ensure smooth operations and successful project execution. As a mid-sized company, we value our employees and provide a supportive work environment that fosters professional growth, competitive compensation, and comprehensive benefits.

Why join us

• Competitive pay ($115k-$160k DOE)
• Health, dental, and vision insurance
• Company paid life insurance
• Paid time off/ Holidays
• Retirement savings

Job Details

The Account Manager serves as the primary client contact for new prospects and existing accounts, ensuring customer satisfaction, retention, service quality, contract profitability, and business growth. You’ll sell and manage a mix of planned maintenance agreements, quoted repairs, and support larger replacement or improvement projects. The role involves developing new client relationships in assigned markets, qualifying and estimating opportunities, coordinating with sales, operations, and field teams, managing vendor and contract processes, maintaining CRM records, and representing the company at industry events and trainings.

Responsibilities

• Develop and pursue new client relationships and qualify bid opportunities within assigned verticals and territories.
• Prepare detailed estimates and proposals; obtain and evaluate vendor quotes to ensure cost-effective solutions.
• Manage service agreements, repairs, work orders, billing coordination, and timely invoice collection through the account lifecycle.
• Coordinate with Sales, Operations, and field leadership to schedule and execute work, including job walks and site visits.
• Maintain accurate account activity, WIP, and deliverable records in the CRM and related systems.
• Generate leads for retrofit/modernization projects and drive sales toward PMA, quoted repairs, and small project goals.

Qualifications

• Bachelor’s degree in engineering, Construction Management, or equivalent related experience.
• 5+ years’ experience in the building trades (mechanical, plumbing, HVAC) with strong technical knowledge of systems, ductwork, piping, refrigeration, and energy-efficiency solutions.
• Proficient with Microsoft Office (Excel, Word, Outlook), Bluebeam, and familiarity with CRM, estimating, and WIP tools (e.g., Smartsheet or similar).
• Strong communication, negotiation, and analytical skills; ability to prepare clear proposals and documentation.
• Proven ability to manage multiple accounts, prioritize tasks, and work collaboratively across teams.
• Detail-oriented, decisive, and skilled at conflict resolution and vendor/subcontractor negotiations.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.