Service Account Manager | Sacramento Branch

Description

The Service Account Manager will generate new business and expand existing client relationships by selling service agreements, retrofit projects, plumbing services, and building automation, requiring strong HVAC knowledge and a consultative, value‑based sales approach while coordinating with internal teams and maintaining CRM records.

• Develop new business opportunities within assigned geographic regions.
• Generate leads for service agreements, retrofits, modernization projects, plumbing service, and building automation.
• Conduct customer visits, building surveys, and job walks to assess client needs.
• Prepare and present proposals, estimates, and service solutions.
• Collaborate with Service Operations to ensure seamless contract and project execution.
• Maintain accurate CRM records of customer interactions and opportunities.
• Participate in contract reviews, work‑in‑progress meetings, and industry networking events.

Requirements

• Require 5–7 years of HVAC service sales or account management experience.
• Bachelor’s degree in business, Mechanical Engineering, or related field preferred; equivalent experience accepted.
• Strong understanding of HVAC systems, preventive maintenance agreements, and building automation.
• Proven ability to generate leads, close deals, and maintain long‑term client relationships.
• Excellent verbal and written communication skills for clear, persuasive presentations.
• Ability to manage multiple accounts and deadlines in a fast‑paced environment.

Benefits

The position offers a competitive salary of $100,000‑$120,000 annually with incentive eligibility, comprehensive health coverage, paid time off, on‑site gym facilities, and opportunities for professional development.

• Comprehensive health coverage (medical, dental, vision, prescription).
• Telehealth access and HSA/FSA options.
• Employer‑paid Life, Accident, and Disability Insurance at 1.5× salary.
• Generous paid time off with annual increases and 10 paid holidays.
• On‑site employee gym, EV charging, and bike commuter benefits.
• Educational assistance and career development programs for professional growth.
• Flexible work environment promoting teamwork, work‑life balance, and well‑being.

Training + Development

Interview process

Visa Sponsorship

Security clearance