Strategic Account Manager

Redblue Commercial Mechanical Services; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

A mechanical services company in Charlotte is seeking a detail-oriented Strategic Account Manager to support HVAC maintenance clients. This role focuses on maintaining client relationships and ensuring satisfaction. The ideal candidate has at least 2 years of experience in customer service or account coordination, is proficient in CRM software, and possesses excellent communication skills.

Qualifications

• 2+ years of experience in account coordination, customer service, or dispatch.
• Proficient with CRM software and Microsoft Excel.
• Ability to work independently and collaboratively.

Responsibilities

• Develop and maintain relationships with clients.
• Meet with clients quarterly or more often as needed.
• Maintain accurate records and service documentation.

Skills

Self motivation

Excellent communication

Strong attention to detail

Multitasking skills

Tools

CRM software

Microsoft Excel

Job description

Redblue is seeking a detail-oriented and proactive Strategic Account Manager to support our HVAC maintenance clients. This role maintains communication between our clients and our teams and advocates on their behalf. The main goal of this role is client retention and satisfaction.

Key Responsibilities

• Develop and maintain good relationships with new and existing clients.
• Meet with clients quarterly or more often as needed.
• Maintain accurate records, reports, and service documentation in CRM.
• Coordinate with internal teams (dispatch, sales, operations) to ensure efficient service and upsell/cross-sell follow-through.

Ideal Candidate Has

• Self motivation and is comfortable working autonomously.
• 2+ years of experience in account coordination, customer service, or dispatch in a service-based environment (HVAC or trades preferred).
• Proficient with CRM software, Microsoft Excel, computers/technology in general.
• Excellent communication, follow-up, and multitasking skills.
• Strong attention to detail and commitment to customer satisfaction.
• Ability to work independently and collaboratively with cross-functional teams.
• Willingness to help others within the development team.

Seniority level: Entry level

Employment type: Full-time

Job function: Sales and Business Development

Location: Charlotte, NC