HVAC Account Manager at Kelso Industries in Charlotte, NC | Kablio

Role

Description

proposals

solution design

lead generation

sales targets

team collaboration

client relations

Create and Present Proposals Develop detailed proposals, estimates, and contracts that clearly outline scope, pricing, and timelines. Present solutions in a professional and persuasive manner, addressing client concerns and highlighting value.
Stay Informed and Ahead Keep up with the latest HVAC technologies, industry trends, and competitor offerings. Continuously improve your product knowledge and sales techniques to stay competitive and relevant.
Consult and Recommend Solutions Conduct on-site assessments and consultations to understand client needs, building conditions, and budget constraints. Recommend HVAC systems and services that align with both technical requirements and customer goals.
Identify and Pursue Opportunities Proactively generate new business through cold calling, networking events, referrals, and strategic outreach. Maintain a strong pipeline of qualified leads and follow up consistently to convert prospects into loyal customers.
Achieve and Exceed Sales Goals Meet or surpass monthly and quarterly sales targets through strategic planning, effective communication, and a customer-first approach.
Collaborate Across Teams Partner with internal teams—including technicians, project managers, and estimators—to ensure accurate scoping, pricing, and execution of projects. Provide feedback and insights to improve service delivery and customer satisfaction.
Build Lasting Relationships Serve as the primary point of contact for your clients, ensuring their needs are met before, during, and after the sale. Foster long-term relationships that lead to repeat business, referrals, and strong brand loyalty.

Requirements

hvac

crm

salesforce

hubspot

driver’s license

2+ years

Ability to work independently while collaborating effectively with internal teams.
Strong understanding of HVAC systems, components, installation processes, and service offerings.
Excellent communication, negotiation, and interpersonal skills—you know how to listen, advise, and close deals.
A valid driver’s license and reliable transportation for site visits and client meetings.
Minimum of 2 years of experience in HVAC sales or a related technical sales field.
Proficiency in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.

Benefits

Competitive base salary, robust commission structure plus performance bonus
Ongoing training and professional development opportunities
Paid time off and holidays
Health, dental, and vision insurance

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Since 1933

Legacy of craftsmanship

Threading nearly a century of craftsmanship into its national footprint.

50M Investment

Accelerated expansion

Fresh investment in 2023, broadening reach into complementary technical services.

1,900 Employees

National workforce

Serving clients in over 40 states across 15 states.

40+ States

Wide customer footprint

Serving clients across nearly half of the United States.

Begun with historic brands like Koch Mechanical and Wallace Electric, the company has grown through strategic acquisitions to become a powerhouse across the U.S.
Builds and maintains HVACR, plumbing, piping, electrical, and automation systems for industrial, commercial, and institutional facilities.
Projects range from heavy industrial HVAC systems and process piping installations to electrical infrastructure and sophisticated building automation.
Modular, prefabricated solutions and rapid-response maintenance crews make it a go-to for complex retrofit and emergency-service jobs.
Maintains the heritage brands of acquired firms, preserving local identities while stamping them with a nationwide MEP+ powerhouse identity.

Culture + Values

Integrity in all actions
Commitment to quality and excellence
Customer-centric focus
Innovation and continuous improvement
Teamwork and collaboration
Responsibility and accountability

Environment + Sustainability

2030 Net Zero

Carbon Neutrality Goal

Aiming to achieve carbon neutrality across all operations.

Commitment to reducing environmental impact
Investing in sustainable technologies and practices
Optimizing energy efficiency in operations
Implementing waste reduction programs
Utilizing renewable energy sources in facilities

Inclusion & Diversity

Building a diverse and inclusive workforce
Promoting equal opportunities in recruitment and development
Ensuring a respectful and supportive work environment

Articles

Services

Careers

Projects

Role

Description

proposals

solution design

lead generation

sales targets

team collaboration

client relations

Create and Present Proposals Develop detailed proposals, estimates, and contracts that clearly outline scope, pricing, and timelines. Present solutions in a professional and persuasive manner, addressing client concerns and highlighting value.
Stay Informed and Ahead Keep up with the latest HVAC technologies, industry trends, and competitor offerings. Continuously improve your product knowledge and sales techniques to stay competitive and relevant.
Consult and Recommend Solutions Conduct on-site assessments and consultations to understand client needs, building conditions, and budget constraints. Recommend HVAC systems and services that align with both technical requirements and customer goals.
Identify and Pursue Opportunities Proactively generate new business through cold calling, networking events, referrals, and strategic outreach. Maintain a strong pipeline of qualified leads and follow up consistently to convert prospects into loyal customers.
Achieve and Exceed Sales Goals Meet or surpass monthly and quarterly sales targets through strategic planning, effective communication, and a customer-first approach.
Collaborate Across Teams Partner with internal teams—including technicians, project managers, and estimators—to ensure accurate scoping, pricing, and execution of projects. Provide feedback and insights to improve service delivery and customer satisfaction.
Build Lasting Relationships Serve as the primary point of contact for your clients, ensuring their needs are met before, during, and after the sale. Foster long-term relationships that lead to repeat business, referrals, and strong brand loyalty.

Requirements

hvac

crm

salesforce

hubspot

driver’s license

2+ years

Ability to work independently while collaborating effectively with internal teams.
Strong understanding of HVAC systems, components, installation processes, and service offerings.
Excellent communication, negotiation, and interpersonal skills—you know how to listen, advise, and close deals.
A valid driver’s license and reliable transportation for site visits and client meetings.
Minimum of 2 years of experience in HVAC sales or a related technical sales field.
Proficiency in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.

Benefits

Competitive base salary, robust commission structure plus performance bonus
Ongoing training and professional development opportunities
Paid time off and holidays
Health, dental, and vision insurance

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found