Key Account Manager - HVAC

Legacy Mechanical & Energy Services Inc.; San Ramon (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Legacy Mechanical & Energy Services Inc. is seeking an HVAC Key Account Manager to grow recurring revenue by managing field-generated quoted opportunities from the Service Department.

The role is the primary customer contact, ensuring timely follow-up, exceptional service, and clear communication throughout the sales process. The ideal candidate will have strong technical HVAC knowledge, excel in building long-term relationships with facility and property managers, and stay highly organized with

Qualifications

• Minimum 3 years of commercial HVAC industry experience.
• Strong technical knowledge of commercial HVAC equipment, systems, repairs, and preventive maintenance programs.
• Experience preparing HVAC service quotations or estimates.
• Excellent customer service and relationship-building skills.
• Strong verbal and written communication skills.
• Self-motivated with exceptional follow-up and organizational abilities.

Responsibilities

• Manage field-generated repair and replacement quotations submitted by Service Technicians.
• Review technician recommendations and develop accurate customer proposals.
• Provide technical guidance to customers regarding repair versus replacement options.
• Follow up on outstanding quotations to answer questions, overcome objections, and secure approvals.
• Coordinate with Service Operations to ensure approved work is scheduled promptly.
• Track quote activity, close rates, and sales pipeline.
• Deliver exceptional customer service with timely communication and responsiveness.
• Build trusted relationships with facility managers, property managers, building owners, and maintenance personnel.
• Serve as a resource for HVAC service recommendations and technical information.

Skills

HVAC knowledge

Customer service

CRM software

Communication

Tools

Microsoft Office

CRM software

Job description

Position Summary

The HVAC Key Account Manager is responsible for growing recurring revenue through managing field-generated quoted opportunities from the Service Department. This role serves as the primary point of contact for customers, ensuring timely follow-up, exceptional customer service, and consistent communication throughout the sales process.

The ideal candidate possesses a strong technical understanding of commercial HVAC systems, excels at building long-term customer relationships, and is highly organized with a passion for delivering responsive service.

Field Quoted Opportunities

• Manage all field-generated repair and replacement quotations submitted by Service Technicians.
• Review technician recommendations and develop accurate customer proposals.
• Provide technical guidance to customers regarding repair versus replacement options.
• Follow up consistently on outstanding quotations to answer questions, overcome objections, and secure approvals.
• Coordinate with Service Operations to ensure approved work is scheduled promptly.
• Track quote activity, close rates, and sales pipeline.

Customer Relationship Management

• Deliver exceptional customer service with timely communication and responsiveness.
• Build trusted relationships with facility managers, property managers, building owners, and maintenance personnel.
• Serve as a reliable resource for HVAC service recommendations and technical information.
• Resolve customer concerns professionally while maintaining a positive customer experience.
• Maintain detailed customer records, sales activities, and follow-up schedules within the CRM system.

Qualifications

• Minimum of 3 years of commercial HVAC industry experience.
• Strong technical knowledge of commercial HVAC equipment, systems, repairs, and preventative maintenance programs.
• Experience preparing HVAC service quotations or preferred estimates.
• Excellent customer service and relationship-building skills.
• Strong verbal and written communication skills.
• Self-motivated with exceptional follow-up and organizational abilities.
• Proficient in Microsoft Office and CRM or service management software.

Core Competencies

• Commercial HVAC technical knowledge
• Customer relationship management
• Service agreement sales
• Quote management and follow-up
• Consultative selling
• Communication and customer service
• Organization and attention to detail
• Time management
• Problem solving
• Team collaboration

Performance Measures

Success in this position will be measured by:

• Field quote conversion percentage.
• Timeliness of quote follow-up.
• Customer satisfaction and responsiveness.
• Revenue generated from technician-identified sales opportunities.