Service Account Representative

United Mechanical; San Jose (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Health Plan

401(k) with company match

Paid Time Off

Job summary

United Mechanical, a leading commercial HVAC and plumbing contractor in Northern California, seeks a Service Account Representative in San Jose. You will support Account Managers, prepare quotes, and manage customer requests from proposal through project completion.

Ideal candidates have 5+ years in inside sales or project coordination, excel in relationship-building, and excel with CRM and proposal tools in a fast-paced, team-oriented environment. Includes health, retirement, and PTO benefits.

Qualifications

• 5+ years in inside sales, sales support, or project coordination in commercial/industrial service.

Responsibilities

• Support Account Managers with sales activities and customer accounts.
• Prepare estimates, proposals, and approved sales orders for maintenance, repairs, and replacements.
• Build strong customer/vendor/internal relationships and track activity in CRM.
• Coordinate with Service Operations for purchasing, scheduling, and timely delivery.
• Prepare submittals for customer review and approval.
• Monitor order progress and assist with invoicing and accounts receivable follow-up.

Skills

CRM proficiency

Customer service

Relationship building

Multi-tasking

Excel/Word/Outlook

Proposal coordination

Tools

CRM system

Estimating software

Proposal management software

Service management systems

Job description

Come Build Your Career with United Mechanical!

United Mechanical is a leading commercial HVAC and plumbing contractor serving Northern California. We specialize in providing innovative mechanical solutions, exceptional service, and long-term partnerships with our customers.

We’re looking for a motivated, customer-focused Service Account Representative to join our growing Service Sales team in San Jose!

In this role, you’ll work closely with our Account Managers and Service Operations team to support maintenance, repair, and equipment replacement sales for commercial and industrial customers. You’ll play an important role in preparing proposals, coordinating customer requests, managing sales activity, and ensuring a seamless customer experience from proposal through project completion.

This is a great opportunity for someone who enjoys building relationships, staying organized, and working in a fast-paced, team-oriented environment.

What You’ll Do

• Support multiple Account Managers with sales activities, customer accounts, and service-related deliverables.
• Prepare and process estimates, proposals, and approved sales orders for planned maintenance agreements, repairs, and equipment replacements.
• Build and maintain strong relationships with customers, vendors, and internal teams.
• Track proposals, sales opportunities, and customer activity in our CRM system.
• Coordinate with Service Operations to facilitate purchasing, subcontractor agreements, scheduling, and timely delivery of customer commitments.
• Prepare equipment and product submittals for customer review and approval.
• Monitor sales order progress and collaborate with internal teams to support accurate, timely invoicing.
• Assist with customer account follow-up and accounts receivable collection as needed.

What We’re Looking For

• 5+ years of experience in inside sales, sales support, or project coordination within a commercial or industrial service environment.
• Experience in commercial HVAC, plumbing, electrical, mechanical contracting, or a related building trade preferred.
• Strong customer service and relationship-building skills, with a commitment to delivering a positive customer experience.
• Excellent organizational skills and the ability to manage multiple priorities and deadlines.
• Strong attention to detail, accuracy, and follow-through.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Comfort learning and navigating multiple software platforms, including CRM, estimating, proposal management, and service management systems.
• Strong written and verbal communication skills and the ability to collaborate across teams.
• A proactive, solutions-oriented mindset and the ability to thrive in a fast-paced environment.
• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 4% company match)
• Paid Time Off (PTO & Paid Holidays)

Compensation

$43.27 - $48.08 per hour

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