Key Account Manager - HVAC/R

CSA Group; Plano (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

CSA Group in Plano, TX is seeking a motivated Key Account Manager to drive growth and deliver superior service in the HVAC/R testing, inspection and certification space. You will manage medium-sized accounts, respond to inquiries, prepare proposals, and coordinate with the HVAC/R Business Manager and Sales team.

The role requires post-secondary education, 2–4 years of HVAC/R sales experience, Salesforce/Workday a plus, and travel up to 30%.

Qualifications

• Post-secondary education required.
• 2–4 years of sales experience in HVAC/R product safety and performance testing preferred.
• Salesforce and Workday experience considered a plus.
• Must be able to travel up to 30% of the time.
• Proficient with MS Office and CRM tools.

Responsibilities

• Initiates the sales process and provides information to existing clients.
• Manages sales process, responds to inquiries, and presents CSA Group testing services.
• Contacts current customers to promote testing services like certification and SI/FE.
• Prepares cost proposals using questionnaires and worksheets.
• Maintains client files and inputs data into Centra CRM.
• Collaborates with HVAC/R Business Manager and Sales team to grow business.
• Researches accounts, identifies growth opportunities, and generates leads.
• Meets or exceeds sales targets for assigned accounts.

Skills

Sales experience

HVAC/R knowledge

Salesforce

Workday

English communication

Travel readiness

Customer service

Education

Post-secondary education

Tools

Centra CRM

Microsoft Office

Job description

Employment Status: Regular Time Type: Full time

BUILDING A WORLD CLASS TEAM STARTS WITH YOU

At the heart of CSA Group is a vision: making the world a better, safer, more sustainable place. It's been part of our mission for nearly one hundred years: from the first engineering standard for railway bridges developed in 1919, to more than 3,500 standards, codes & related products today. Headquartered in Canada, with a global footprint of more than 30 labs and offices across Europe, Asia and North America, CSA Group tests, inspects and certifies a wide range of products - from every day househould items to leading edge technology-to meet exacting requirements for safety, performance and environmental impact. Our employees take pride in making a difference in people's lives through the work that we do. We're looking for people like you to help make it happen.

Job Summary

The Key Account Manager (KAM) promotes continued growth and superior customer service for current customers within the HVAC/R market. Serves as an internal sales and customer contact for initial inquiries, quotes and service for assigned medium-sized accounts within an assigned area. Follows up on sales and marketing opportunities via e-mail, in-person and phone communications. Supports and promotes continued growth of new business for CSA Group TIC services. Engages in proactive company research and customer outreach to increase business from assigned medium-sized accounts.

Responsibilities

• Initiates the sales process, providing preliminary and ongoing information to existing clients.
• Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group Testing, Inspection and Certification services.
• Contacts current customers and promotes CSA testing services including, but not limited to, certification, performance testing and Special Inspection / Field Evaluations (SI/FE), and engages in facilitating the appropriate internal contact when other services are needed
• Prioritizes work assignments and follow‑up responses to client inquiries and proposals.
• Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the approach to secure new business.
• Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.
• Maintains accurate and complete client files, including the input of existing client information into the shared sales database.
• Works closely with the HVAC/R Business Manager
• Works closely with the Sales team to support and promote continued growth of new business.
• Works closely with customers to provide customer care on inquires, quotes and services with an assigned area.
• Works in conjunction with the Marketing team to provide administrative and coordination support for events, including pre‑work, scheduling, mailings, marketing materials, and customer contacts.
• Prepares quotes for clients, using applicable questionnaires and worksheets.
• Sends proposals to clients and conducts follow‑up calls to provide further information, answers questions and documents these activities for further follow‑up, including Notices and FIR Findings where applicable.
• Maintains input of existing client information into Centra.
• Regularly follows up on open quotations and sales opportunities.
• Research customer accounts, identifies opportunities for growth and generating leads and demand.
• Expected to meet/exceed sales targets for assigned medium-sized accounts.

Preferred Qualifications

• Post‑secondary education required.
• 2-4 years of sales experience in the HVAC/R product safety and performance testing space preferred
• Understanding of Salesforce and Workday a plus.
• Knowledge of the safety Testing, Inspection and Certification industry
• Must be able to travel up to 30% of the time
• Computer proficiency in Word, Excel, PowerPoint, (Microsoft Outlook or an equivalent CRM application) and database applications.
• Excellent verbal and written English communication skills.
• Excellent phone and customer service skills.
• Detail oriented and able to handle multiple tasks.
• Able to maintain positive contacts within all levels of the organization to exchange explain and interpret information or ideas and follow‑up on client requests.
• Proven ability to consistently meet or exceed sales goals.
• Ability to prepare cost proposals promptly to meet customers’ needs.
• Strong organization and time management skills.
• Ability to draft and deliver sales presentations.

Equal Opportunity and Accommodation

CSA Group is an Equal Opportunity Employer and is committed to diversity, equity, and inclusion. We prohibit discrimination and harassment of any kind based on any grounds stipulated by applicable laws. We are an organization where opportunities are based on skills and abilities, and differences are respected and valued. Please contact us at [e-mail] if you require accommodation in the interview process.

CSA Group’s Testing, Inspection, and Certification (TIC) services help customers around the world demonstrate compliance, build trust, and bring safe, reliable products to market.

CSA Group’s Testing, Inspection and Certification (TIC) organization supports market access and innovation, addressing the compliance of emerging, complex technologies through expert testing, inspection, and certification services.

CSA Group provides comprehensive testing, inspection, and certification services that help global manufacturers demonstrate compliance with applicable safety, environmental, and performance requirements.

We support our clients’ needs in bringing their products to market with confidence, offering deep technical expertise and industry‑leading service delivery across a wide range of current and emerging technologies.

Our knowledgeable and helpful assistance builds trust in products, systems, and innovations used every day around the world.

140+ International Markets

Our global labs provide certification services to help you access over 140 markets worldwide.

Established Credibility

We are a true global leader in testing, inspection, and certification, with the CSA mark appearing on billions of qualified products worldwide.

Faster, Reliable Results

Our turnaround times can help get your product to market with speed and efficiency.