Demo

HVAC Account Manager

Lippert Mechanical Service
Kansas, MO Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 3/27/2025
The Account Manager will sale HVAC services using technical, organizational and customer knowledge to influence customers and assist them in applying the services to their needs, resulting in revenue generation by building, maintaining, and improving relationships with clients.

Job Duties and Responsibilities:

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

Required Education/Experience:

Bachelor’s Degree in Business/Marketing or High School/Trade School Diploma (or GED or High School Equivalence Certificate) and work experience of 3-5 years in service/sales position

Competencies:

  • Technical capacity
  • Customer focus
  • Communication proficiency
  • Innovative
  • Collaboration
  • Financial Management
  • Presentation skills
  • Attention to detail and ability to work independently
  • Personal computer skills, strong typing ability and knowledge of Microsoft Office

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This position is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand, as necessary.

Work Environment:

This job operates in both an office and a field environment. Must be able to sit and/or stand for extended periods of time.

Reasonable Accommodation:

Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Employee understands the above job description and agrees to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employee understands that the Company reserves the right to delegate, remove, expand or change any and all responsibilities. Employee acknowledges that he/she can fulfill the above duties with or without reasonable accommodation.

Salary & Benefits:

Salary Range: $60,000-$100,000 annually.

Benefits: Health, vision, dental, 401k, etc.

Salary : $60,000 - $100,000

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