Service Account Manager

SVM; San Jose (CA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Health insurance (Medical, Dental, Vis

FSA

401k w/ Employer Contribution

Employee Referral Bonus

Volunteer Opportunities

Team Building Activities

Employee Activities

Job summary

SVM in San Jose, CA seeks a Service Account Manager to manage key accounts in the mechanical contracting industry. You’ll provide exceptional customer service, build relationships with new and existing clients, and guide them through the sales process for HVAC, plumbing, and piping solutions.

Requirements include 2+ years in HVAC account management or sales, 2+ years with mechanical contractors, a high school diploma, HVAC knowledge, and strong proposal-writing and communication skills.

Qualifications

• HVAC knowledge and terminology used in the mechanical industry.
• 2+ years’ experience as HVAC account manager or sales rep.
• Experience with mechanical contractors or related field.
• Proven ability to establish and manage a book of business.
• Proven proposal-writing ability and technical aptitude.
• Strong communication and objection-handling skills.
• Proficient with MS Office and CRM or accounting software.
• Valid California driver's license.

Responsibilities

• Develop and manage a portfolio of key accounts in the mechanical industry.
• Drive client engagement and satisfaction with HVAC, plumbing and piping solutions.
• Prospect for new business via calls, emails, and onsite meetings.
• Analyze performance to identify growth opportunities and renewals.
• Maintain a robust sales pipeline and provide monthly updates.
• Create detailed proposals tailored to client needs.
• Follow up on proposals weekly and address inquiries.
• Pursue cross-selling opportunities for plumbing services.
• Collaborate with internal teams to ensure seamless service delivery.

Skills

HVAC knowledge

Book of business

Proposal writing

Objection handling

Communication

CRM

MS Office

Driver's license

HVAC sales

Mechanical contractor experience

Education

High school diploma or GED

Tools

CRM

MS Office Suite

Accounting Software

Job description

Do you enjoy customer service and building meaningful connections? Are you self-driven and find excitement in sales activities?

As a Service Account Manager, you will have the opportunity to actively seek out, manage, and nurture a portfolio of key accounts within the mechanical contracting industry. Your primary responsibility is to provide exceptional customer service while fostering strong relationships with both new and existing clients. The Service Account Manager will use their expertise and industry knowledge to navigate customers through the sales process and ensure satisfaction with our products and services.

WHAT YOU WILL DO

• Develop and manage a portfolio of key accounts in the mechanical industry specializing in service agreements, repairs and projects.
• Drive client engagement and satisfaction by evaluating operations through on-site inspections and offer expert HVAC, plumbing and piping solutions that are tailored to client’s needs.
• Proactively generate new business through prospecting, cold calling, emails, and onsite meetings with prospective clients.
• Identify growth potential with existing accounts, analyzing performance, and developing strategies to enhance client satisfaction, retention, and revenue.
• Build and manage a robust sales pipeline, tracking customer interactions, forecasts, and presenting updates during monthly meetings.
• Create detailed proposals for new and existing clients, outlining scopes of work tailored to their unique requirements.
• Follow up with submitted customer proposals on a weekly basis, maintaining communication to address inquiries or modifications.
• Tracks annual contract renewals, engaging with clients prior to expiration for repeat business.
• Identify and pursue cross-selling opportunities for Plumbing services by collaborating with internal partners to deliver comprehensive service offerings.
• Maintain a competitive edge by staying abreast of market trends, emerging technologies, and industry advancements within the assigned region.
• Collaborate with internal teams to ensure seamless service delivery and act as a liaison between clients and various departments within SVM.

EDUCATION, SKILLS & EXPERIENCE

• 2+ years’ experience as a HVAC Account Manager or Sales Representative required.
• 2+ years’ experience working with a Mechanical Contractor or related field required.
• High school diploma or general education degree (GED; or equivalent combination of education and experience) required.
• Proficient knowledge of HVAC systems and terminology utilized in the Mechanical Industry required.
• Proven experience successfully establishing and managing a book of business required.
• Demonstrates strong technical aptitude with experience writing grammatically correct customer proposals required.
• Proven ability to overcome objections and challenges with customers required.
• Excellent written and verbal communication skills, with the ability to maintain strong relationships required.
• Highly proficient with various office equipment and programs including MS Office Suite (Word, Outlook, Excel), Accounting Software or a CRM required.
• Possesses a valid California’s Driver’s License and willing to submit to a DMV report a must.

COMPENSATION & COMPANY BENEFITS INCLUDE

This is a full-time exempt position. The compensation for this role is $100,000- $170,000 annually and is based on experience and skillset.

Health: Medical / Dental / Vision / Life & Disability Insurance / FSA

Well-Being: Robust Maternity & Paternity Leave / EAP / Paid Holidays / PTO / Sick Leave / Interactive Breakroom

Financial Wellness: Deferred Compensation Plan / 401k w/ Employer Contribution / Employee Referral Bonus / “Positive Pulse”

Community Investment: Volunteer Opportunities / Team Building Activities / Employee Activities

PHYSICAL REQUIREMENTS

As a Service Account Manager the Mechanical Contracting Industry, there are certain physical requirements you should be aware of. These requirements ensure that you are capable of performing the necessary tasks safely and effectively. Reasonable accommodations may be provided to qualified applicants who may not be able to fulfil certain aspects of the role. The key physical requirements for this role are outlined below:

• This role may involve physical activity including walking, standing, climbing, and driving to customer sites.
• This role may requirecarrying equipment, samples, or marketing materials when visiting customers which could result in carrying up to 50lbs.
• This role may require working at elevated heights and changing work conditions while surveying customer equipment including construction sites and commercial buildings.
• This role may require navigating through tight spaces, such as crawlspaces, attics, or mechanical rooms to review customer equipment.
• This role may require reviewing and interpreting technical specifications, equipment manuals and other relevant documents.
• This role may require the use of ladders and personal protective equipment (PPE) during customer site visits.

WHO WE ARE

At SVM, we are more than just a leading mechanical contractor specializing in design-build commercial HVAC, plumbing, piping, service/maintenance, and 24-hour emergency services. We’re a team dedicated to supporting the Bay Area, Sacramento, and Nevada regions with trusted expertise and an unwavering commitment to delivering exceptional experiences at every level.

Our success is built on a collaborative culture that values teamwork, innovation, and doing the right thing. We take pride in fostering an inclusive and welcoming environment where every team member feels supported, valued, and empowered to grow. At SVM, we believe our people are our greatest asset, and we prioritize their development, well-being, and success.

Our state-of-the-art fabrication facility reflects our dedication to quality and efficiency. By leveraging cutting-edge 3D design and manufacturing technology, we detail and fabricate ductwork, piping, and pre-skidded equipment to execute projects with precision and excellence.

At SVM, we don’t just focus on work—we focus on balance. We encourage a life-work approach that allows our team to thrive both personally and professionally. We are committed to helping our team members grow, stay curious, and work collaboratively to tackle any challenge. With the support of peers, managers, and executive leadership, our team is equipped to succeed and build meaningful careers.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhausted list of all responsibilities, duties and skills required.