Service Account Manager - HVAC

Overview

Manage client relationships, quotations, and support for HVAC services.

Key Responsibilities

• client relations
• quote management
• customer support
• reporting
• issue troubleshooting
• order monitoring

Tasks

-Develops and maintains favorable relationships with new and existing clients in order to increase revenue -Provides support to lower level staff on non-standard case issues -May assess needs and suggest/promote alternative products or services. -Under minimal supervision, handles incoming customer requests and fulfills customer needs to ensure customer satisfaction. -Manages quote follow-up process including weekly open quote reports, updating CRM to reflect quote status. -Customer support is the primary function, but may include minimal selling or promotion of products or services. -Provides reports proactively to show data necessary for account growth opportunities -Assists in credit and collection activities. -Reviews and troubleshoots customer problems and initiates standard action with field service as guided by customer contract. -Uses computerized system for tracking, information gathering, and reporting. -Ensures proper pricing and provides proposal on new services. -Refers highly unusual situations to higher authority for review and reconciliation. -Responsible for creating and managing daily customer quotations. -Monitors open orders to ensure completeness in a prompt manner.

Requirements

• microsoft office
• data entry
• associate degree
• bachelor's degree
• communication
• multitasking

What You Bring

Requires an Associates Dregree or equivalent and a minimum 2 years related experience. Bachelor’s degree strongly preferred. -Strong knowledge of Microsoft Office products- Excel, Word, etc. -Requires general knowledge of the organization, and thorough knowledge of company products and services. -Requires ability to navigate a computerized data entry system or other relevant applications. -Able to handle multiple tasks, stay organized, and focused on details. -Understanding of technical terminology. -Must be able to work in a fast-paced goal-oriented environment. -Ability to build and foster relationships -Able to make recommendations and take proactive approach. -Excellent written and verbal communication skills, including effective listening skills.

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Benefits

This is a salaried exempt role. The salary range for this role and market is between $65,000 - $75,000 annually. Factors that may affect the starting salary include geography/market and the individual’s tenure, performance, skills, education, experience, and other qualifications of the successful candidate. Employees in this role are also eligible for bonus in accordance with the terms of the Company’s applicable plan. Employees in this role are not eligible for overtime. For information regarding our impressive benefits package, please visit our web site at LII Benefits. We have matching 401(k), comprehensive health and wellness, perks and discounts, pet insurance, free subscriptions and much more! Note: benefits may vary depending on the position and are subject to change. Subject to applicable eligibility requirements, the following benefits are offered for this role: tuition reimbursement; medical, dental, and vision insurance; prescription drug coverage; 401(k) retirement plan; short-term disability insurance; 8 weeks paid birthing leave; 2 weeks paid bonding leave; life and long-term disability insurance. Depending on date of hire, and subject to applicable eligibility requirements, new employees in this role also receive up to: 12 days paid time off, 2 paid well-being days, 1 paid volunteer day, 10 paid holidays, and 3 floating holidays per year.

About Lennox National Account Services (Nas)

-Born from Industrial Building Services and fully integrated into Lennox International, NAS evolved into a national HVAC powerhouse. -Specializes in planned maintenance contracts, emergency rooftop unit replacements, and NATE-certified technician support. -Typical projects span multi-site schools, restaurants, and retail chains requiring consistent standards and cost control. -Offers asset-management programs locking in service pricing and limiting downtime across large facility portfolios. -Unusual fact: clients access NAS via a proprietary EMS app to monitor HVAC performance in real time.

Sector Specialisms