Do you enjoy customer service and building meaningful connections? Are you self-driven and find excitement in sales activities?
As a Service Account Manager, you will have the opportunity to actively seek out, manage and nurture a portfolio of key accounts within the HVAC mechanical contracting industry. Your primary responsibility is to provide exceptional customer service while fostering strong relationships with both new and existing clients. The Service Account Manager will use their expertise and industry knowledge to navigate customers through the sales process and ensure satisfaction with our products and services.
What You will Do
- Develop and manage a portfolio of key accounts in the mechanical industry specializing in service agreements, repairs and projects.
- Drive client engagement and satisfaction by evaluating operations through on-site inspections and offer expert HVAC & Plumbing recommendations that are tailored to clients needs.
- Proactively generate new business through prospecting, cold calling, emails, and onsite meetings with prospective clients.
- Identify growth potential with existing accounts, analyzing performance, and developing strategies to enhance client satisfaction, retention, and revenue.
- Build and manage a robust sales pipeline, tracking customer interactions, forecasts, and presenting updates during monthly meetings.
- Create detailed proposals for new and existing clients, outlining scopes of work tailored to their unique requirements.
- Follow up with submitted customer proposals on a weekly basis, maintaining communication to address inquiries or modifications.
- Tracks annual contract renewals, engaging with clients prior to expiration for repeat business.
- Maintain a competitive edge by staying abreast of market trends, emerging technologies, and industry advancements within the assigned region.
- Collaborate with internal teams to ensure seamless service delivery and act as a liaison between clients and various departments within SVM.
Education, Skills & Experience
- 2+ years’ experience as a HVAC Account Manager or Sales Representative required.
- 2+ years’ experience working with a Mechanical Contractor, Mechanical Distributor, Equipment Controls, or related field required.
- High school diploma or general education degree (GED; or equivalent combination of education and experience) required.
- Proficient knowledge of HVAC systems and terminology utilized in the Mechanical industry required.
- Proven experience successfully establishing and managing a book of business required.
- Demonstrates strong technical aptitude and has experience writing grammatically correct customer proposals required.
- Proven ability to overcome objections and challenges with customers required.
- Excellent written and verbal communication skills required.
- Proven ability to build and maintain professional relationships with internal team members and customers required.
- Highly proficient with various office equipment and programs including MS Office Suite (Word, Outlook, Excel), Accounting Software or a CRM required.
- Possesses a valid California’s Driver’s License and willing to submit to a DMV report a must.
Compensation & Company Benefits Include
This is a full-time exempt position. The compensation for this role is $100,000 - $130,000 Annually and is based on experience and skillset.
Health: Medical / Dental / Vision / Life & Disability Insurance / FSA
Well-Being: Robust Maternity & Paternity Leave / EAP / Paid Holidays / PTO / Interactive Breakroom
Financial Wellness: Deferred Compensation Plan / 401k w/ Employer Contribution / Employee Referral Bonus / “Positive Pulse”
Community Investment: Volunteer Opportunities / Team Building Activities / Employee Activities
Physical Requirements
As a Service Account Manager in the Mechanical Contracting Industry, there are certain physical requirements you should be aware of. These requirements ensure that you are capable of performing the necessary tasks safely and effectively. Reasonable accommodations may be provided to qualified applicants who may not be able to fulfil certain aspects of the role. The key physical requirements for this role are outlined below:
- This role may involve physical activity including walking, standing, climbing, and driving to customer sites.
- This role may require carrying equipment, samples, or marketing materials when visiting customers which could result in carrying up to 50lbs. This role may require working at elevated heights and changing work conditions while surveying customer equipment including construction sites and commercial buildings.
- This role may require navigating through tight spaces, such as crawlspaces, attics, or mechanical rooms to review customer equipment.
- This role may require reviewing and interpreting technical specifications, equipment manuals and other relevant documents.
- This role may require the use of ladders and personal protective equipment (PPE) during customer site visits.
Who We Are
At Silicon Valley Mechanical, we specialize in design-build commercial HVAC, plumbing, and service/maintenance, including 24-hour emergency services. We take pride in being industry experts and promoting a collaborative culture that encourages our team to work together to achieve common goals.
Our 220,000-square-foot office and fabrication facility is a testament to our dedication to design and execute projects with the utmost success and quality. We constantly strive to increase efficiency by utilizing the latest 3D design and manufacturing technology to detail and fabricate ductwork, piping, and pre-skidded equipment.
At SVM, we believe that our team members are our most valuable asset and truly lead and support one another with an employee-first mentality. We believe in creating an environment that our employees can lean on knowing they have the support of their team, manager, and executive leadership to tackle any job. Our mission is to provide trusted service through a consistent and exceptional experience at every level. We believe in creating a warm and welcoming atmosphere where our team members can thrive. We value work-life balance and encourage our team to live a balanced life that includes doing the right thing, staying curious, and working collaboratively. We foster an inclusive environment where everyone's unique perspectives and contributions are appreciated.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhausted list of all responsibilities, duties and skills required.
