Quality Air, Inc.
Linkedin · Posted 11d ago
HVAC Account Manager
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Indexed description
Key Responsibilities
- Customer Relationship Management
- Serve as the primary point of contact for assigned accounts
- Build and maintain long-term relationships with:
- General contractors
- Building owners
- Facility managers and operators
- Ensure customer satisfaction with service delivery, pricing, and project outcomes
- Act as the “go-to” representative for all customer needs and escalations
- Sales & Business Development
- Drive revenue through the sale of HVAC services, including:
- Preventative maintenance/service agreements
- Repairs and equipment replacements
- Retrofit and system upgrade projects
- Identify and develop new business opportunities within existing accounts
- Prospect and secure new customers to expand market share
- Maintain and manage an active sales pipeline
- Project Coordination & Oversight
- Partner with Project Managers, field teams, and operations to support project execution
- Ensure alignment on:
- Scope of work
- Project timelines
- Customer expectations
- Monitor project progress at a high level and communicate updates to customers
- Support successful project delivery without direct day-to-day project management responsibility
- Proposals, Contracts & Pricing
- Prepare, review, and present:
- Quotes and proposals
- Service agreements
- Contracts and scopes of work
- Collaborate with estimating and operations on pricing strategy
- Negotiate terms and conditions with customers as needed
- Ensure projects and accounts meet profitability targets
- Cross-Functional Coordination
- Work closely with:
- Sales and estimating teams
- Project Managers and field operations
- Finance and billing teams
- Ensure internal alignment on customer requirements, deliverables, and expectations
- Facilitate smooth handoffs from sales to operations
- Issue Resolution & Problem Solving
- Address customer concerns including:
- Service issues
- Project delays
- Scope or contract discrepancies
- Identify risks early and coordinate solutions quickly
- Maintain strong customer trust through proactive communication
- Performance Tracking & Forecasting
- Monitor account performance, including:
- Revenue and profitability
- Project costs vs. budgets
- Maintain accurate sales forecasts and pipeline reporting
- Participate in account reviews and strategic planning initiatives
- Bachelor’s degree in Business, Construction Management, Engineering, or related field preferred (or equivalent experience)
- 3–7+ years of experience in HVAC, mechanical contracting, construction sales, or account management
- Proven ability to drive revenue growth and manage customer relationships
- Strong understanding of HVAC systems, construction processes, and service operations
- Excellent communication, negotiation, and interpersonal skills
- Ability to manage multiple priorities in a fast-paced, team-oriented environment
- Customer-focused mindset
- Sales and business development expertise
- Strong organizational and coordination skills
- Financial and business acumen
- Problem-solving and decision-making ability
- Cross-functional collaboration
- Combination of office, field, and customer site visits
- Regular interaction with construction sites and operational environments
- May require local travel to client locations and project sites
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