Account Manager

Our client is an industry-leading mechanical contractor with offices in Atlanta, GA, and Charlotte, NC. They are one of the Southeast’s top choices in mechanical contractors, providing highly efficient mechanical systems and a full range of services to meet their customers’ unique needs. For their employees, customers, and their communities, they are BUILDING A HIGHER STANDARD.

Job Summary

Due to their consistent growth, they seek an Account Manager for their Charlotte, NC office. Their Account Managers are focused on new contract sales, customer relations, collection resolution, project management, and retrofit / upgrade project sales.

Responsibilities

Marketing and sales efforts involve promoting company services and developing new business through strategic outreach and client engagement.

Customer development and retention focus on building strong relationships, meeting client needs, and encouraging long-term loyalty.

Estimating and budgeting by preparing accurate cost projections based on labor, materials, and the scope of work.

Written proposals developed to clearly communicate scope, pricing, and timelines in a professional and persuasive format.

Planning and scheduling include creating detailed timelines to guide team activities and meet project deadlines.

Cost control involves monitoring project expenses and implementing adjustments to stay within budget.

Ensuring quality and performance means upholding standards and verifying that work meets or exceeds expectations.

Timely invoicing and cash flow management require issuing invoices promptly and following up to ensure on-time payments.

Warranty administration includes managing post-project issues and ensuring prompt, effective resolution of warranty claims.

Review and understand contractual scope and project documents (drawings, submittals, equipment operations, and maintenance manuals)

Ensure quality, performance, and adherence to project requirements, enforcing safety and quality standards

Promote and uphold our client's safety absolutes, best practices, and company culture

Participate in project planning and execution to maximize SQPCE performance

Act as a company ambassador by marketing and promoting consistent and excellent project implementation

Understand, practice, and promote all company values and operational procedures

REQUIREMENTS

Education and Experience

High school diploma or GED

3 years of experience in HVAC or services-related sales

5 years of HVAC or Plumbing experience / vocational training.

Must have basic PC experience in Windows environments, working knowledge of Word processing, spreadsheets, e-mail, Web-enabled applications, and database software

Knowledge, Skills, and Abilities

Self-motivated, team-oriented, and able to work independently

Highly adaptable and able to respond quickly to changing customer demands

Strong desire to provide excellent customer service with a genuine passion for the company and industry

Excellent time management skills : able to prioritize, balance urgent vs. important tasks,

manage multiple deadlines, and maximize efficiency

Committed to accuracy, quality, and meeting challenging work goals and deadlines

Good mechanical aptitude with the ability to read and understand various technical drawings (mechanical, electrical, plumbing, architectural, civil, structural)

Strong problem-solving and reasoning abilities

Willingness to take on additional responsibilities and manage priorities with minimal guidance

Exceptional work ethic; upholds company values and demands the highest standard of conduct from self and others

Professional and polished image that inspires confidence and trust

PREFERRED REQUIREMENTS

HVAC Service experience

Bachelor’s Degree

HVAC sales and presentation experience

WORKING CONDITIONS AND PHYSICAL EFFORTS

Work involves moderate exposure to elements, such as hot / cold temperatures, dirt, dust, and / or loud noises.

The work environment involves some exposure to construction, mechanical, and electrical-related hazards or physical risks, which require following basic safety precautions.

Moderate physical effort. Requires handling of average-weight objects up to 50 pounds and extensive standing and walking.

Work requires local and occasional out-of-town travel to job sites and customer locations.

Performance of the required duties will require physical ability to climb permanent and temporary stairs, passenger use of construction personnel hoists, ability to climb ladders and scaffolds, and to negotiate work areas under construction.