HVAC Service Account Manager - PM & Client Success

Hoffman Building Technologies, Inc.; North Carolina; In loco; USD 70.000 - 95.000; Tempo pieno

Descrizione del lavoro

Hoffman Building Technologies, Inc. is seeking a Service/PM Coordinator to interface with customers, sales, and operations for service agreements. You will manage PM documentation, visits, and reports while coordinating quotes and ensuring financial oversight of contracts.

The role requires strong HVAC/mechanical systems knowledge and proven project/account management skills. This position supports service sales, scheduling, and subcontractor supervision in a dynamic environment.

Competenze

• Equivalent combination of education (Undergraduate engineering degree) and experience.
• At least 5 years of experience in HVAC and/or Mechanical systems.
• At least 5 years of experience in Project/Account Management.

Mansioni

• Schedule and participate in meetings for new agreements.
• Set up new agreements for service execution (PM documentation, PM book).
• Perform PM agreement kick-off meeting with service sales/service technicians and customer.
• Schedule, coordinate, monitor and document all PM agreement visits.
• Review/edit/send PM deliverable reports (monthly visit reports and annual re-cap reports).
• Document/maintain all PM deliverable reports in the PM reports folder on server.
• Coordinate follow-up visits as needed with customer.
• Prepare quotes as needed and assist Sales as needed.
• Establish, maintain relationships with service agreement customers.
• Financial responsibility of Service agreement execution.
• Review departmental financial reports for PM agreements on a quarterly basis.
• Meet with management to review financial status of Service agreements.

Conoscenze

PM coordination

HVAC DDC theory

Time management

Project management

Communication skills

Leadership by example

Formazione

Undergraduate engineering degree

Descrizione del lavoro

Hoffman Building Technologies, Inc. is seeking a Service/PM Coordinator to interface with customers, sales, and operations for service agreements. You will manage PM documentation, visits, and reports while coordinating quotes and ensuring financial oversight of contracts.

The role requires strong HVAC/mechanical systems knowledge and proven project/account management skills. This position supports service sales, scheduling, and subcontractor supervision in a dynamic environment.