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HVAC Service Sales Account Manager

The Source and Recruit Company • Williston, VT 05495 • Posted 2 days ago

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In-person • Full-time • Mid Level

Job Highlights

Using AI ⚡ to summarize the original job post

The Account/Project Manager at Vermont Mechanical is responsible for selling and managing small projects, leveraging expertise in HVAC and mechanical systems. This role supports Project Managers with service support on construction projects, sells and negotiates future service work, and ensures installation timelines are met. The ideal candidate will build and maintain positive relationships, possess in-depth mechanical and HVAC systems knowledge, and excel at managing multiple projects simultaneously.

Responsibilities

  • Pursue and secure new customer service opportunities to meet revenue goals per market segment and geographic area.
  • Communicate the overall value proposition of the department and company to customers.
  • Engage in detailed pre-sale communication to ensure scopes of work are relevant and meaningful.
  • Promote and maintain strong partnerships with customers and trade relationships.
  • Prepare accurate and complete customer proposals, including estimates of materials, equipment, and labor.
  • Coordinate with Project Managers to establish service support for existing construction projects.
  • Track labor resources and coordinate future work planning.
  • Manage and prioritize multiple projects, ensuring deadlines are met.
  • Monitor project costs and maintain accurate forecasts through job completion.
  • Prepare and deliver presentations for customers and internal staff.
  • Report sales metrics to the Service Department Manager and coordinate with Finance.
  • Adjust priorities and manage interruptions efficiently.
  • Review equipment submittals for accuracy prior to submission.
  • Ensure compliance with internal processes.
  • Create and revise job schedules, coordinate tasks, estimates, vendor delivery schedules, and staff assignments.
  • Maintain customer satisfaction by addressing concerns, implementing corrective actions, and communicating with customers and staff.
  • Communicate project obligations with field technicians through on-site discussions.

Qualifications

Required

  • Minimum of three years of technical and sales experience in the HVAC/Plumbing industry, with a focus on commercial HVAC system installations.
  • Proficient in service software and Microsoft Office programs.
  • Strong organizational skills, attention to detail, and ability to multitask and prioritize effectively.
  • Excellent communication and customer service skills, able to work under pressure.
  • Ability to create detailed budgets from conceptual plans.
  • Valid driver’s license with the ability to travel to job sites in VT, NY, and NH.

Full Job Description


Position Type: Full-time
Reports to: Vice President, Service Operations


Overview of Vermont Mechanical

Vermont Mechanical is a leading provider of HVAC and mechanical systems services, committed to delivering high-quality solutions to clients throughout Vermont, Plattsburgh, New York, and western New Hampshire. With a focus on innovation and customer satisfaction, Vermont Mechanical has built a reputation for excellence and strong client relationships in the industry.

Role Overview

As part of our close-knit Service team, the HVAC Service Sales Account Manager is responsible to support sales for existing Service accounts & for driving sales and developing new customer relationships in the HVAC and mechanical systems industry. This role involves promoting Vermont Mechanical's services, negotiating contracts, and ensuring that clients receive top-tier service. The ideal candidate will possess a deep understanding of HVAC systems, a proven sales track record, and the ability to cultivate and maintain long-term client partnerships.

Responsibilities

  • System Assessments: For existing customers, provide HVAC system end of life cycle reports with budgetary information for replacements in future fiscal years.
  • Drive Sales Growth: Pursue and secure new customer service opportunities to meet revenue goals across specific market segments and geographic areas.
  • Client Relationship Management: Build and maintain strong, positive relationships with customers, ensuring their ongoing satisfaction with Vermont Mechanical’s services.
  • Value Proposition Communication: Clearly articulate the benefits of Vermont Mechanical's services to prospective clients, aligning the company’s offerings with client needs.
  • Proposal Preparation: Develop accurate and comprehensive customer proposals, including estimates for materials, equipment, and labor.
  • Sales Negotiation: Engage in detailed pre-sale communication to ensure scopes of work are relevant and meaningful; negotiate contracts and service agreements effectively.
  • Market Analysis: Monitor market trends and competitor activities to identify new opportunities and refine sales strategies.
  • Presentation Delivery: Prepare and deliver presentations to customers and internal staff, showcasing Vermont Mechanical’s capabilities and services.
  • Sales Reporting: Report sales metrics to the Service Department Manager and collaborate with Finance to ensure alignment with company goals.
  • Customer Satisfaction: Address customer concerns promptly, implementing corrective actions when necessary to maintain high levels of client satisfaction.

Qualifications

  • Experience: Minimum of three years of sales experience in the HVAC/Plumbing industry, with a focus on commercial HVAC system installations.
  • Technical Proficiency: In-depth knowledge of HVAC systems and proficiency in service software and Microsoft Office programs.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to engage effectively with clients and internal teams.
  • Organizational Skills: Strong ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
  • Travel: Valid driver’s license with the ability to travel to job sites in Vermont, New York, and New Hampshire.

Physical Demands & Work Environment

  • Some repetitive motion required (e.g., keyboard use).
  • Ability to navigate active construction sites and wear necessary personal protective equipment.
  • Ability to lift 30 pounds and climb ladders occasionally.
  • Work environment includes both office and construction site settings.

Benefits

  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • Inclusive and supportive work environment

Invitation to Apply

Vermont Mechanical is excited about the prospect of you joining the team. If you are a dedicated professional with a passion for HVAC sales and client relationships, we encourage you to apply. All inquiries will be confidential. The Source and Recruit Company/Kestrel Construction Recruitment has been retained to assist our client in recruiting for this position.

Equal Opportunity Employment Statement

Vermont Mechanical prohibits discrimination based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factors. Vermont Mechanical and The Source and Recruit Company/Kestrel Construction Recruitment encourage women, minorities, low-income applicants, and people with disabilities to apply.