Account Manager – HVAC Services Company

Overview

We're an HVAC services company seeking an experienced Account Manager to serve as the main point of contact for our commercial and residential customers. You'll make sure clients feel heard, jobs are coordinated smoothly, and relationships stay strong long after the first service call.

Key Duties

• Own the relationship with an assigned book of accounts, from onboarding through renewal.
• Respond promptly to client calls, emails, and service requests.
• Coordinate with dispatch, technicians, and the estimating team to schedule work and keep customers informed.
• Prepare and follow up on quotes, service agreements, and maintenance contract renewals.
• Resolve complaints and billing questions quickly and professionally.
• Identify upsell opportunities such as maintenance plans, equipment upgrades, and replacements.
• Keep accurate account notes, job history, and pipeline updates in the CRM.
• Track account health and report on retention, revenue, and open issues.

Qualifications

• 3+ years of experience in account management, customer success, or service coordination, ideally in HVAC, trades, or field services.
• Working knowledge of HVAC services, equipment, and common terminology.
• Experience with CRM and field service software (such as ServiceTitan, Housecall Pro, or similar).
• Strong written and verbal communication skills in English.
• Confident handling client calls, negotiations, and difficult conversations.
• Highly organized, able to juggle multiple accounts and deadlines.
• Proactive, dependable, and customer-focused.

Nice to Have

• Experience selling or renewing maintenance agreements.
• Familiarity with commercial HVAC accounts, property managers, or facility teams.

To Apply
Submit your resume along with a short summary of your account management experience and any results you've achieved, such as retention rates or revenue growth.