HVAC Account Manager

USA Mechanical and Energy Services; Hartford (CT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k)

PTO

Paid Holidays

Disability Insurance

Life Insurance

Professional development

Job summary

USA Mechanical & Energy Service in Hartford, CT is seeking a Service HVAC Account Manager to drive long-term customer relationships and maximize service revenues. You will manage quotes, renewals, and maintenance agreements while aligning with client processes and contracts.

You will develop new accounts, deliver compelling proposals, and maintain detailed CRM data to report outcomes. A technical HVAC background and strong communication are essential.

Qualifications

• Bachelor's degree in engineering, business or related field preferred.
• HVAC sales experience with strong technical understanding.
• Strong presentation skills and pricing experience.
• Proven history of building customer relationships.
• Willingness to travel locally.

Responsibilities

• Develop new customer accounts by contacting potential clients in HVAC service.
• Manage quotes, renewals and service contracts in a CRM system.
• Build and execute account-specific business plans.
• Maintain ongoing communication and reports with clients.
• Travel within territory to support accounts and opportunities.

Skills

HVAC sales

Account management

Relationship building

Presentation skills

Pricing systems

Mechanical aptitude

MS Office

Travel locally

Education

Bachelor's degree

AA degree or equivalent

Tools

MS Office

Excel

Job description

Service HVAC Account Manager

Location: Hartford, CT

Department: Sales

USA MECHANICAL Service Account Manager

COMPANY DESCRIPTION

USA Mechanical & Energy Service has been in business for over 25 years and is a top-rated HVAC-R service company. USA Mechanical & Energy Services continues to be a family business built on a reputation of dependable, quality, and trusted service completing projects on schedule. We are a full-service mechanical contractor providing 24/7 HVAC Service & Maintenance.

The company partnered with Orion Services Group in September 2021. Orion Services Group is a private equity-backed company focused on acquiring leading commercial field services companies in HVAC, landscaping, and other essential service industries. Orion partners with world-class, founder-owned service providers to build industry leading platforms that perform the essential services that keep America running. With their People-First approach, they aim to foster an environment in which the best talent and field technicians call home.

JOB DESCRIPTION

As a Service Account Manager, you will be responsible for all functions related to developing long-term customer relationships with building facilities personal/owners and maintaining service customer relationships to ensure maximum revenues through account penetration.This includes finding, generating, and developing new service maintenance agreements and retaining current customers to sell the company’s services (i.e., quoted repairs, turnkey replacements, renewal agreements) to end-users. This position requires effective communication skills, the ability to manage multiple tasks from work order dispatch to quotes to high level reporting while working within tight timelines at a fast pace. As the Account Manager you are the first and often last point of contact for their clients. It is critical that as the account manager you become versed in the client processes and preferences as well as the obligations within the contract to ensure service delivery.

• Functions as a sales representative and liaison between customers and the office.
• Develop new customer accounts by contacting potential clients through referrals, construction project work requiring ongoing service & maintenance, and warm calling at various locations in their territory.
• Pre-call or visit planning, visits and supports customer accounts.
• Ascertains current market opportunities.
• Research and provide competitive sales data.
• Increasing sales to existing accounts by converting leads to opportunities
• Follow up quotes to help manage the pipeline.
• Establishes systematic customer contact to provide on-going information.
• Identifies customer problems and/or needs and creates a dynamic action plan designed to meet them.
• Develop multiple relationships with key players in customer operations.
• Develops and executes an account specific business plan to identify the long term, maintains records of sales, customer information, and requests by updating data.
• Performs analysis on customer purchases, needs, and uses.
• Performs analysis of service mix
• Reviews and provides feedback on customer support programs.
• Creates and maintains territorial listing noting classification of customer and frequency of calls.
• Focused accounts: weekly call reports, account plan reporting to be completed in a CRM tool.
• Flexibility to work outside normal work hours, as required.
• Other job duties as needed.

Qualifications:

• Bachelor's degree in engineering, business, or related field preferred
• AA degree or equivalent from a two-year college or technical school; 3 or more years of HVAC sales/Plumbing or related HVAC experience; or equivalent combination of education and HVAC sales experience required.
• Prior technical sales experience required.
• Must have a strong technical understanding of HVAC systems.
• Must have strong presentation skills and demonstrated experience pricing systems for customers.
• A proven history of technical sales success
• Must have a mechanical aptitude and background.
• Proven experience in building customer relationships.
• Excellent organization, prioritization, presentation, and project management skills
• Exceptional people skills, developed through experience in client-facing roles or customer service and support.
• Excellent and creative critical thinking skills
• An ability to adjust to changing workflows and demands.

• Strong relationship management and negotiation skills, a consultative approach, the ability to influence multiple constituents without direct authority and effective network within an evolving organization.
• Flexibility to travel locally.
• Strong MS Office skills including Excel, Word, and PowerPoint.

Job Skills

• Negotiating and objection overcoming.
• Time management and organizational.
• Prospecting and appointment setting.
• Motivated and goal driven.
• Strong interpersonal and Presentation skills.
• Tenacity and resilience.
• Willingness to learn and coachability.

Benefits

• Base+ some bonus or revenue/margin share.
• Medical/Dental/Vision Insurance.
• Accidental Insurance.
• Critical Illness Insurance.
• Hospital Insurance.
• Pet Insurance
• 401(K) with Employer Contributions.
• PTO.
• Paid Holidays.
• Short-term & Long-term Disability.
• Company paid life issuance.
• Company appreciation days.
• Professional development opportunities

USA Mechanical & Energy Service is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.