Service Account Representative

Modigent Company; Boulder (CO); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA options with employer contributes

Company-paid life and AD&D insurance

Paid time off and holidays

401(k) retirement savings plan

Professional development and training

Inclusive, supportive culture

Job summary

Modigent is a national leader delivering HVAC, plumbing, and controls systems. We seek an experienced Service Account Representative to grow preventative maintenance agreements and service contracts for buildings and facilities nationwide.

You will partner with service teams to identify opportunities, deliver value-driven proposals, and exceed sales goals while maintaining exceptional customer satisfaction and retention.

Qualifications

• 5+ years of B2B sales experience, preferably in HVAC/service sales or related industries.
• High school diploma or GED required; associate or bachelor’s degree in business/technical field preferred.
• Valid driver’s license and acceptable MVR; HVAC knowledge or certifications (e.g., NATE, EPA 608) a plus.
• Primarily office-based with frequent client site visits and travel within territory.
• Hybrid/remote flexibility; adherence to safety protocols and company policies.

Responsibilities

• Develop and maintain strong relationships with existing clients while prospecting for new business in assigned territory/markets.
• Identify customer needs through consultations, site visits, and ongoing communication; tailor maintenance agreements and energy solutions.
• Meet or exceed sales targets by growing service agreement revenue and securing new contracts.
• Prepare accurate cost estimates, quotations, and professional proposals with service support teams.
• Manage the full sales cycle from initial contact to contract closing and post-sale follow-up.
• Present HVAC services and value propositions, leveraging internal experts for technical support.

Skills

B2B sales process

Prospecting

Negotiation

Relationship building

CRM proficiency

Microsoft Office

Education

High school diploma or GED

Associate or bachelor’s degree (business/technical)

Tools

Salesforce

Microsoft Office

Job description

As a Service Account Representative, you'll build and nurture long-term client relationships across commercial markets, focusing on growing preventative maintenance agreements, service contracts, and HVAC solutions for buildings, facilities, and businesses statewide. Partner closely with service teams and technicians to identify opportunities, deliver value-driven proposals, and exceed sales goals while ensuring exceptional customer satisfaction and retention. Our people-first culture supports your success with comprehensive training, sales tools, collaborative support from internal experts, and the rewarding opportunity to drive revenue growth through trusted partnerships that keep commercial facilities running efficiently and sustainably nationwide.

Duties and Responsibilities

• Develop and maintain strong, lasting relationships with existing clients while actively prospecting for new business in assigned territory/markets.
• Identify customer needs through consultations, site visits, and ongoing communication; recommend tailored preventative maintenance agreements, service plans, repairs, retrofits, and energy-efficiency solutions.
• Meet or exceed sales targets by growing service agreement revenue from current accounts and securing new contracts.
• Compile targeted prospect lists, qualify leads, and build a robust pipeline of future opportunities.
• Prepare accurate cost estimates, quotations, and professional proposals in collaboration with service support teams.
• Manage the full sales cycle: from initial contact and needs assessment to negotiation, proposal delivery, contract closing, and post-sale follow-up.
• Act as the primary point of contact for assigned accounts, ensuring timely responses, clear communication, and high customer satisfaction.
• Present HVAC services, products, and value propositions to clients, leveraging internal subject matter experts for technical support as needed.
• Maintain accurate sales forecasting, activity tracking, and account management plans in CRM systems (e.g., Salesforce).
• Attend industry events, internal training, and client meetings to stay current on HVAC trends, technologies, and market opportunities.
• Provide professional after-sales support, conduct follow-up surveys, and identify upsell/cross-sell opportunities to enhance client loyalty.
• Collaborate with service operations, technicians, and leadership to ensure seamless delivery and continuous improvement.

Supervisory Responsibilities

None (individual contributor role focused on sales and client management; strong emphasis on internal collaboration, team building, and coordinating with service/technical teams to achieve results).

Requirements/Qualifications

• Experience: 5+ years of B2B sales experience, preferably in HVAC service sales, commercial mechanical services, facilities maintenance, or related industries; proven track record of developing and closing service agreements/contracts.
• Education: High school diploma or GED required; associate or bachelor’s degree in business, technical/industrial field, or related preferred.
• Certifications/Licenses: Valid driver's license and acceptable motor vehicle record required; HVAC industry knowledge or certifications (e.g., NATE, EPA 608) a plus.
• Physical Demands: Primarily office-based with frequent client site visits and travel; ability to stand/walk for site inspections, carry light materials (laptop, brochures), and drive daily within territory.
• Work Environment/Safety: Professional office environment with hybrid/remote flexibility, client job sites, and occasional travel; adhere to safety protocols (PPE when on-site) and company policies—safety is our top priority. Travel is primarily local during business hours, with some out-of-area/overnight as needed.

Required Skills

• Strong B2B sales process management, prospecting, pipeline building, and closing skills.
• Excellent written and verbal communication, negotiation, and relationship-building abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); CRM experience (Salesforce or similar) preferred.
• Customer-focused mindset with ability to understand client needs and present value-driven solutions.
• Self-motivated, organized, detail-oriented, and able to multitask in a fast-paced environment.
• HVAC/commercial mechanical industry knowledge; ability to learn technical aspects quickly.

Modigent is a national leader delivering next-generation infrastructure, technology, and energy solutions through our family of specialized brands in HVAC, plumbing, and controls systems. With a strong coast-to-coast presence and extensive service capabilities, we empower customers, communities, and our over 1,500 team members to thrive with sustainable, efficient commercial building services. As part of our team, you'll contribute to thoughtful innovation and our people-first culture rooted in service, collaboration, and integrity.

• Competitive compensation based on experience and level, with opportunities for performance incentives and tool allowances where applicable.
• Comprehensive benefits including medical, dental, and vision coverage, plus HSA options with employer contributions in select plans, and company-paid basic life and accidental death & dismemberment insurance.
• Paid time off, holiday pay, and a 401(k) retirement savings plan to support your long-term financial well-being.
• Professional development through hands‑on training, mentorship, apprenticeships, certifications, and clear career advancement paths across our nationwide operating companies.
• Inclusive, supportive culture that values diversity, dignity, respect, collaboration, integrity, and personal fulfillment—empowering you to build a rewarding, long-term career.

Equal Opportunity Statement

Modigent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected characteristic.