HVAC Client Success & Growth Lead

EMCOR Group, Inc.; Orlando, Northern (FL, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

EMCOR Group seeks a Client Success Specialist in Orlando for MSI, a leading HVACR contractor. The role focuses on prospecting, educating clients on HVAC system benefits, and building lasting relationships to drive long-term value.

You will track leads in Dynamics CRM, pursue service agreements, and coordinate with the Sales Director and General Manager to expand contracted services. Ideal candidates have 5+ years of sales or client relationship experience, strong negotiation skills, and a

Qualifications

• 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

Responsibilities

• 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.
• 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.
• Analyze client account activity to identify opportunities for new contracted sales.
• Prepare financial reports and projections to support sales forecasting and decision-making.
• 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.
• Evaluate and improve internal processes related to client acquisition and service agreement management.

Job description

EMCOR Group seeks a Client Success Specialist in Orlando for MSI, a leading HVACR contractor. The role focuses on prospecting, educating clients on HVAC system benefits, and building lasting relationships to drive long-term value.

You will track leads in Dynamics CRM, pursue service agreements, and coordinate with the Sales Director and General Manager to expand contracted services. Ideal candidates have 5+ years of sales or client relationship experience, strong negotiation skills, and a