HVAC Inside Sales Account Manager: Growth & Activation

ArcTern Ventures; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Palmetto in Charlotte, NC is seeking an Inside Sales Account Manager, Comfort to manage HVAC contractor and dealer partner accounts. You will drive partner engagement, activate new accounts, grow financing volume, and generate New to Program funding for first projects.

You will report to the SVP, Head of HVAC & Heat Pump. This role focuses on remote/inside channel activities with a national footprint and quota attainment.

Qualifications

• 3+ years of inside sales, account management, customer success, or business development experience.
• Experience managing a book of business or customer portfolio.
• Strong consultative selling and relationship-building skills.
• Excellent verbal and written communication.
• Experience using Salesforce or a comparable CRM platform.

Responsibilities

• Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets not covered by a field CAM territory.
• Build strong relationships with business owners, sales managers, and key decision-makers through regular outbound calls, emails, and virtual meetings.
• Serve as the primary point of contact for Palmetto's comfort plans, financing programs, and partner support.
• Follow up with newly onboarded partners to drive activation
• Identify barriers to adoption and build action plans to increase utilization.
• Develop strategies to grow comfort plan financing penetration within existing accounts.
• Monitor account health and proactively re-engage dormant or underperforming partners.
• Achieve monthly and quarterly goals for NTP count, partner activation rate, application volume, funded projects, and active partner rate.
• Maintain accurate forecasting and pipeline management in Salesforce.
• Conduct virtual partner training on the Palmetto Comfort Plan financing products, and current promotional programs.

Skills

Inside sales

Account management

Customer success

Relationship-building

Forecasting

Tools

Salesforce

Job description

Palmetto in Charlotte, NC is seeking an Inside Sales Account Manager, Comfort to manage HVAC contractor and dealer partner accounts. You will drive partner engagement, activate new accounts, grow financing volume, and generate New to Program funding for first projects.

You will report to the SVP, Head of HVAC & Heat Pump. This role focuses on remote/inside channel activities with a national footprint and quota attainment.