Prevenatative Maintenance Specialist

UNITED MECHANICAL; Alameda (CA); On-site; USD 55,000 - 76,000; Full time

Benefits offered by this job

Health Care Plan (Medical, Dental &amp

Retirement Plan (401k with company 4%"

Paid Time Off (PTO & Paid Holidays

Job summary

United Mechanical, based in Alameda, seeks a Preventive Maintenance Specialist to own and optimize our commercial HVAC preventive maintenance agreements. You will manage renewals, pricing, and scope adjustments while maintaining strong customer relationships and driving profitability.

You will coordinate with service leadership, field teams, and Account Managers to ensure accurate documentation, timely communications, and effective service delivery across the PMA portfolio.

Qualifications

• Experience in commercial HVAC service or maintenance operations.
• Experience with service agreements, renewals, or account concerns.
• Experience reviewing service documentation and scopes.
• Experience using business systems to review service records and accounts.

Responsibilities

• Oversee maintenance agreements, renewals, pricing, and scope changes.
• Engage customers and conduct in-person account check-ins before price increases.
• Evaluate maintenance, repairs, and call work orders for profitability.
• Resolve pricing concerns and escalations with leadership.
• Verify equipment and maintenance requirements during site visits.
• Coordinate with technicians and Account Managers on communications and needs.
• Provide backup support for agreement setup, scheduling, and billing discrepancies.

Skills

HVAC knowledge

Customer relationship management

Pricing & profitability analysis

Account management

Cross-functional collaboration

Microsoft Office

Service management systems

Tools

Sage Service Management

Job description

As a Preventive Maintenance Specialist, you'll support the performance and retention of United Mechanical’s commercial HVAC preventive maintenance agreement (PMA) portfolio, ensuring agreements are accurate, appropriately priced, and aligned with customer needs.

In this role, you'll take ownership of agreement renewals, account profitability reviews, pricing adjustments, and customer concerns. Working closely with service leadership, field teams, Account Managers, and the PMA Coordinator, you'll combine technical service knowledge with strong customer relationships to support profitable service delivery and long-term customer retention.

What You’ll Do

Manage Maintenance Agreements: Oversee agreement accuracy, renewals, pricing, modifications, and scope changes, ensuring customers receive clear communication and updated documentation.

Strengthen Customer Relationships: Proactively engage customers, address agreement questions, and conduct in-person account check-ins before planned price increases for key accounts.

Review Account Profitability: Evaluate maintenance, quoted repair, and service call work orders to identify underperforming accounts and recommend adjustments to pricing, labor rates, technician assignments, or agreement scope.

Resolve Customer Concerns: Serve as a primary contact for PMA pricing concerns and escalations, partnering with service, field, and sales leadership to resolve issues and maintain customer confidence

Verify Equipment & Service Needs: Participate in customer job walks and site assessments to confirm equipment, maintenance requirements, and agreement scope.

Coordinate Across Teams: Keep assigned technicians and Account Managers informed of customer communications, agreement updates, and service needs.

Support Service Operations: Provide backup support for agreement setup, booking-package reviews, records maintenance, billing and work-order discrepancies, and service scheduling coordination.

What You’ll Bring

Required Qualifications

• Experience in commercial HVAC service, maintenance agreements, service operations, technical service sales, or a closely related field.
• Experience working directly with customers on service agreements, renewals, account concerns, or related service needs.
• Experience reviewing or preparing service agreement scopes, equipment information, or service documentation.
• Experience using business systems to review service records, work orders, agreement details, or account information.

Preferred Qualifications

• Three to five years of relevant HVAC industry experience.
• Experience selling, renewing, pricing, or modifying commercial HVAC preventive maintenance agreements.
• Experience reviewing work-order costs, gross profit, labor rates, or service-account profitability.
• Prior commercial HVAC field, estimating, service sales, or account management experience.
• Experience with Sage Service Management or comparable service management software.

Knowledge, Skills & Abilities

• Working knowledge of commercial HVAC equipment, preventive maintenance requirements, and service agreement scope development.
• Ability to verify equipment and maintenance requirements during customer site visits.
• Strong customer relationship skills, including the ability to explain price increases and navigate sensitive conversations.
• Ability to analyze work-order performance and account profitability, identify concerns, and recommend practical corrective actions.
• Strong written and verbal communication skills to coordinate effectively with customers, technicians, Account Managers, and service leadership.
• Sound judgment when resolving contract discrepancies, customer escalations, and competing priorities.
• Strong organization, attention to detail, and proficiency with Microsoft Office and service management systems.

Work Environment & Travel

This position is based in our Alameda office and requires regular travel to customer facilities and jobsites for equipment verification, site assessments, customer check-ins, and agreement-related meetings. Site visits may involve uneven surfaces, noise, dust, mechanical equipment, and varying temperatures. Employees must follow site safety requirements and use required personal protective equipment.

Why Join United Mechanical?

At United Mechanical, you'll have the opportunity to build lasting customer relationships, collaborate with experienced HVAC professionals, and contribute directly to the success of our service operations within a company that values teamwork, accountability, and continuous improvement.

United Mechanical is an equal opportunity employer. We welcome applicants of all backgrounds and provide equal employment opportunities without regard to any characteristic protected by applicable federal, state, or local law.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 4% company match)
• Paid Time Off (PTO & Paid Holidays)

Compensation

$40 - $55 per hour

UnitedMechanicalisanEqualOpportunityEmployerandembracesdiversityinouremployeepopulation.Weprovide
equalopportunitytoallqualifiedapplicantsandemployeeswithoutregardtorace,color,religion,sex,sexualorientation,
genderidentity,nationalorigin,age,disability,protectedveteranstatus,specialdisabledveteran,maritalstatus,
pregnancy,geneticinformation,oranyotherlegallyprotectedstatus