HVAC Account Manager

Overview

Sell HVAC services, manage client relationships, and generate revenue.

Key Responsibilities

• salesforce
• sales forecasting
• budget management
• contract preparation
• customer interaction
• negotiations

Tasks

-Work with General Manager to resolve customer issues -Emphasize service features based on analyses of customers’ needs and on technical knowledge of service capabilities and limitations -Maintain customer records -Timely manage assigned sales budgets -Develops and delivers sales presentations and closes sales -Participate in sales forecasting and planning meetings -Contact new and existing customers to discuss their needs, and how those needs could be met -Prepare service contracts for orders obtained, quote prices, credit terms, or other bid specifications using Salesforce and submit for processing -Partner with business development group to identify prospective customers -Negotiate prices or terms of service agreements -Develops and maintains communications in a cooperative and professional manner with all levels of staff and customers using established guidelines -Answers customers’ questions about services, prices, availability, or terms -Visit establishments to evaluate needs or to promote service sales -Collaborate with colleges to exchange information, such as selling strategies or marketing information.

Requirements

• detail oriented
• independent
• communication
• presentation
• typing
• microsoft office

What You Bring

-Attention to detail and ability to work independently -Communication proficiency -Presentation skills -Personal computer skills, strong typing ability and knowledge of Microsoft Office

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Benefits

-Career advancement opportunities -Work-life balance

About Lippert Mechanical Service

-Founded with a mission to deliver high-quality mechanical services for a wide array of industries. -Specializes in the design, installation, and maintenance of mechanical systems, including HVAC and plumbing. -Has a track record of completing large-scale projects in sectors such as industrial, commercial, and residential. -Known for working on complex, multi-faceted projects requiring precise coordination and high-level technical skills. -Provides both retrofitting services for existing systems and new installations for fresh construction. -Offers tailored services to meet specific needs, ensuring high levels of customer satisfaction. -Maintains long-term relationships with clients, demonstrating reliability and expertise over decades of operation.

Sector Specialisms