HVAC Account Manager: Growth & Retention Lead

Capstone Mechanical, LP.; Florida; Hybrid; USD 70,000 - 95,000; Full time

Job summary

Capstone Mechanical, LP. is seeking an Account Manager to own an assigned portfolio of commercial HVAC customers, focusing on retention, growth, and satisfaction.

You will manage service contract renewals, capital project sales, and coordinate service delivery, acting as a trusted advisor between sales, service operations, and project teams. The role emphasizes upselling service contracts, equipment replacements, and expanding scope, while maintaining accurate customer records and preparing

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 2-5 years of commercial HVAC/controls service or sales experience is preferred.

Responsibilities

• Develop relationships with assigned customers to increase revenue and profitability.
• Develop and execute customer care plans for key assigned accounts that ensure customer satisfaction and maximize share of wallet.

Skills

HVAC knowledge

Building automation

Mechanical drawings

ROI analysis

Negotiation

Sales planning

Customer relationship management

Communication skills

Education

Bachelor’s Degree in Business/Marketing/Engineering

High School/Trade School Diploma with 2-5 years HVAC/controls service or sales experience

Tools

Microsoft Dynamics 365

Microsoft Office

Job description

Capstone Mechanical, LP. is seeking an Account Manager to own an assigned portfolio of commercial HVAC customers, focusing on retention, growth, and satisfaction.

You will manage service contract renewals, capital project sales, and coordinate service delivery, acting as a trusted advisor between sales, service operations, and project teams. The role emphasizes upselling service contracts, equipment replacements, and expanding scope, while maintaining accurate customer records and preparing