Account Manager

• Develop positive relationships with mechanical contractors / owner / property managers to leverage into more sales and better service relationships

• Identify, research, and target new commercial HVAC contractors, owners, property managers, and institutions in the greater Boston area and New England.
• Develop personalized outreach strategies using a mix of emails, phone calls, and in-person visits.
• Schedule and conduct discovery meetings to understand potential customer needs, pain points, and fit.
• Present and educate customers and prospective customers on product line and service capabilities.

• Ensure timely and accurate service sales quoting, order entry to deliver a top notch experience for our customers; including all post-sales support and inquiries and resolving customer issues promptly.
• Responsible for maintenance of customers in the CRM system. Log all activity, notes and customer interactions / information in CRM.

• Track, review and update KPIs, CRM activity, and performance and communicate with partner regularly.

• Stay current on OEM brands, industry trends, and customer pain points.
• Coordinate and ensure associated parts supply and delivery is maintained for customers

• At least 5-7 years Prior knowledge and applicable experience in commercial HVAC with  in-depth knowledge of a variety of commercial products (as a service technician or related)
• 1–3 years of sales experience (HVAC industry strongly preferred)
• Strong prospecting and lead generation skills with a hunter mentality.
• Tech-savvy with CRM, Microsoft Office Suite, and sales intelligence tools.
• A passion for learning and improving daily.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong communication and presentation skills and ability to effectively collaborate with internal and external customers.
• Self-starter, ability to work independently and manage multiple priorities.
• Ability to travel to customers’ sites within the greater Boston and New England service territory.

• Prolonged periods of sitting at a desk and working on a computer.
• Constantly operates a computer and other office productivity machinery, such as a copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• When on job sites must be able to do the following:
  • Climbing – ascending or descending ladders, stairs, ramps
  • Balancing – may be required to maintain equilibrium on unsteady surfaces
  • Stooping, kneeling, crouching and crawling to reach equipment
  • Pushing, pulling and lifting components or equipment
  • May be required to work in all weather conditions
  • May be exposed to different atmospheric conditions such as fumes, odors, dusts, gases, etc.
  • May be working in close quarters such as crawl spaces or small enclosures
• Must be able occasionally to lift up to 50 pounds.

• Health & Wellness – Medical, dental, vision, and life insurance coverage to support your well-being.
• Financial Security – 401(k) retirement plan with company match and short/long-term disability coverage.
• Work-Life Balance – Paid time off (PTO), paid holidays, and an employee assistance program (EAP).
• Professional Development – Ongoing training opportunities and support for continuing education.

The Company provides equal employment opportunity in accordance with applicable laws and prohibits discrimination and harassment. Employment decisions are based on business needs and qualifications. The Company complies with disability laws and provides reasonable accommodations to qualified individuals.  

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