Service Account Manager

CareerPaths NW, LLC; Tacoma (WA); On-site; USD 70,000 - 100,000; Full time

Job summary

CareerPaths NW, LLC in Tacoma, WA, is seeking a motivated Service Account Manager to maintain and grow key client relationships within the HVAC service sector. You will drive revenue growth, ensure customers receive proactive, high-quality service, and coordinate with operations to align service offerings with client needs.

The role requires at least two years of outside sales and customer service experience, familiarity with mechanical systems, and a college degree or technical certification is

Qualifications

• Minimum of two years of outside sales and customer service experience.
• Two years of experience with mechanical systems and/or HVAC/plumbing (preferred).
• College degree or technical certification preferred.

Responsibilities

• Proactively communicate with customers to ensure high-quality service.
• Assess customers' cost of operations and identify ways to reduce costs with services.
• Maintain a customer retention base of 94%+ at 35%+ margin.
• Prepare and negotiate renewals based on data and client needs.
• Identify new growth opportunities within accounts.
• Promote and sell the full range of services.
• Collaborate with management to delegate repair or project opportunities.
• Maintain updated customer and site information in company systems.
• Attend industry events representing the company with integrity.

Skills

HVAC knowledge

Sales experience

Customer service

Education

College degree or technical certification

Tools

Word

Excel

Job description

Our client is a well-established commercial HVAC contracting company dedicated to delivering exceptional mechanical services to a diverse portfolio of clients. Known for their commitment to reliability, integrity, and customer satisfaction, they have built a strong reputation in the industry. They are currently seeking a motivated and experienced Service Account Manager to join their growing team. This role is pivotal in maintaining and expanding client relationships, driving revenue growth, and ensuring customers consistently receive a high-quality service experience.

Responsibilities

• Ensure customers receive proactive communication and a consistent, high-quality service experience.
• Understand and assess customers' overall cost of operations and identify how available services can reduce those costs.
• Maintain a customer retention base of at least 94% at a 35% executed margin or higher.
• Prepare and negotiate agreement renewals based on historical data and individual client needs.
• Identify new opportunities for growth within assigned accounts.
• Promote and sell the full range of services offered by the organization.
• Collaborate with management to delegate repair or project opportunities as required.
• Act in a "responsible charge" role with both internal and external customers.
• Participate in department meetings and submit required reports (e.g., expense reports, sales reports, working agreements) in a timely manner.
• Correspond with clients on behalf of other Sales Personnel when needed.
• Attend industry events representing the company with integrity and advocacy, including active participation in organizations such as BOMA, KCDA, WSSHE, IFMA, MCA, MSCA, and others.
• Contribute positively to core company values of Reliability, Advocacy, Collaboration, Integrity, and Safety.
• Understand, accept, and support the company's Mission Statement, Operating Guidelines, Operational Beliefs, and Customer Commitment.
• Assist with the contract renewal process, following established workflow procedures.
• Update and maintain all customer and site information as requested by Account Executives or technicians.
• Update all sales proposals and marketing materials using Word and Excel templates.
• Maintain an organized and up-to-date filing system in company software for all customer accounts.
• Contribute to the On-Call Rotation schedule as required.

Qualifications

• Demonstrated interest in, practical understanding of, or ability to learn mechanical systems, the service industry, and customer service principles.
• Minimum of two (2) years of experience with mechanical systems and/or field experience in HVAC/plumbing systems (preferred).
• College degree or technical certification preferred.
• Minimum of two (2) years of outside sales and customer service experience.