What are the responsibilities and job description for the Account Manager - Customer Solutions Specialist position at Willis Mechanical?
Are you a proactive problem-solver who thrives on building relationships and delivering solutions? Do you enjoy identifying opportunities that others miss and helping customers optimize their facilities? If so, we want you on our team!
At Willis Mechanical, Inc., we are redefining customer service by taking a proactive approach to Preventive Maintenance Customer Account Management. We seek a driven, detail-oriented, and relationship-focused Account Manager who will act as the go-to expert for our clients, ensuring they get the most value from our services.
What You’ll Do:
- Build and maintain relationships with customers, becoming their trusted advisor.
- Identify opportunities for system improvements, energy efficiency upgrades, and equipment replacements.
- Conduct on-site visits to assess equipment condition, gather insights, and present tailored solutions.
- Collaborate with dispatchers, technicians, and project managers to ensure smooth service execution.
- Present and close proposals for repairs and replacements, improving customer satisfaction and retention.
- Leverage software tools to track customer interactions and proactively follow up.
- Stay ahead of customer needs, ensuring they receive the best possible service and don’t have to chase solutions.
- Attend industry events and business functions to strengthen relationships and expand opportunities.
What We’re Looking For:
- An industry enthusiast – Must have a solid understanding of commercial HVAC, plumbing, and refrigeration systems.
- While direct experience is preferred, a strong willingness to learn and grow in the industry is essential.
- A people person – You enjoy engaging with customers, asking questions, and uncovering their pain points.
- A strategic thinker – You don’t just react to customer needs; you anticipate and solve problems before they arise.
- A great communicator – You can present solutions, in person, over the phone, or via email.
- A detail-oriented professional – You keep records updated, follow up consistently, and ensure nothing falls through the cracks.
- A self-starter – You take initiative and thrive in a role where you have ownership and responsibility.
What You’ll Need:
- Intermediate or advanced knowledge and experience in the HVAC, plumbing, and/or refrigeration field
- Experience in sales, account management, or customer service (preferred but not required)
- Strong organization and time management skills to handle multiple accounts efficiently
- Ability to conduct site visits, including climbing ladders and accessing rooftops when necessary
- Familiarity with CRM software (or a willingness to learn)
- Reliable transportation for customer visits
- A passion for delivering top-tier service
What We Offer:
- Competitive salary with bonus/commission potential.
- Growth opportunities in sales, leadership, and account management.
- Ongoing training and development, including industry-specific knowledge.
- A supportive team environment with collaboration across departments.
- The chance to make a real impact by improving customer satisfaction and company growth.
If you’re ready to step into a role where your work directly contributes to the success of both our customers and our company, apply today!
All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability or covered veteran status. We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities. Willis Mechanical is proud to have earned the PLATINUM Hire VETS award from the Department of Labor for 2020, 2021, 2022, and 2023.
