Commercial HVAC Client Success & Project Coordinator

Accurate Mechanical; Columbus (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

PTO policy

6 paid holidays

401(k) plan with company match

Health insurance

Dental insurance

Vision insurance

Short-term disability

Life insurance

Job summary

Accurate Mechanical is seeking a Commercial Customer Service Representative to serve as the primary contact for commercial clients in the HVAC sector. You will coordinate between clients, sales teams, and technical departments to ensure service delivery and project success.

Strong HVAC knowledge and CRM proficiency are essential for accurate communication and issue resolution. Responsibilities include handling inquiries, scheduling service activities, maintaining detailed CRM records, and

Qualifications

• High school diploma or equivalent; associate degree or higher in business, engineering, or related field preferred.
• Proven experience in a customer service role within the HVAC industry or a related technical field.
• Basic understanding of commercial HVAC systems, components, and terminology.

Responsibilities

• Respond promptly and professionally to commercial client inquiries regarding HVAC systems, services, and project status.
• Coordinate with sales, installation, and technical teams to schedule service calls, installations, and maintenance activities.
• Maintain detailed records of customer interactions, service requests, and follow-ups using CRM software.
• Assist in preparing quotes, proposals, and contracts tailored to client requirements and project specifications.
• Monitor ongoing projects to ensure timely completion and communicate updates or potential issues to clients.
• Provide technical support by interpreting HVAC system specifications and troubleshooting client concerns.
• Collaborate with internal teams to resolve billing, warranty, and service-related issues efficiently.
• Identify opportunities for upselling or cross-selling HVAC products and services to existing commercial clients.

Skills

Customer service

CRM software

Communication

Interpersonal skills

Multitasking

Education

Associate degree or higher in business/engineering

Tools

CRM software

Job description

Accurate Mechanical is seeking a Commercial Customer Service Representative to serve as the primary contact for commercial clients in the HVAC sector. You will coordinate between clients, sales teams, and technical departments to ensure service delivery and project success.

Strong HVAC knowledge and CRM proficiency are essential for accurate communication and issue resolution. Responsibilities include handling inquiries, scheduling service activities, maintaining detailed CRM records, and