HVAC Client Success & Growth Specialist

Mechanical Services of Central Florida, Inc.; Orlando (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Benefits package

Competitive salary

Job summary

MSI seeks a Client Success Specialist to drive new business for preventative maintenance contracts, educate clients on HVAC benefits, and build lasting relationships that deliver long-term value.

Reporting to the Sales Director in Orlando, you will prospect, manage the sales pipeline in Dynamics CRM, negotiate contracts, and collaborate with Accounting and Project teams to ensure seamless onboarding and service delivery.

Qualifications

• Minimum of 5 years of proven sales experience.
• Proven track record in sales, business development, or client relationships.
• 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; ethical and discreet.

Responsibilities

• Actively prospect and acquire new clients by developing targeted sales strategies.
• Cultivate and maintain strong relationships with new clients to identify opportunities for service agreement expansion.
• Leverage CRM to track leads, opportunities, and client interactions for pipeline management.
• Negotiate and close service agreements with favorable terms and pricing.
• Collaborate with internal teams to ensure seamless client onboarding and service delivery.
• Track and analyze sales data to identify trends and optimize strategies.

Skills

Sales experience

CRM experience

Financial acumen

Communication

Negotiation

Time management

Multitasking

Ethical conduct

Tools

CRM software

Prospecting tools

Job description

MSI seeks a Client Success Specialist to drive new business for preventative maintenance contracts, educate clients on HVAC benefits, and build lasting relationships that deliver long-term value.

Reporting to the Sales Director in Orlando, you will prospect, manage the sales pipeline in Dynamics CRM, negotiate contracts, and collaborate with Accounting and Project teams to ensure seamless onboarding and service delivery.