Description:
We are currently seeking an HVAC Account Manager to join our team in Port Coquitlam, B.C.. Reporting to the General Manager, Building Services, the HVAC Account Manager is responsible for managing and growing client relationships within the mechanical and HVAC service portfolio. This role involves identifying opportunities for maintenance agreements, retrofit projects, and energy-efficient solutions while ensuring exceptional customer satisfaction and contract performance.
Key Responsibilities
- Account Management
- Serve as the primary point of contact for assigned clients, ensuring all HVAC service and maintenance needs are met.
- Build strong, long-term customer relationships and maintain regular communication with facility and property managers.
- Conduct site visits to review contract performance, equipment condition, and identify improvement opportunities.
- Sales & Business Development
- Identify and pursue new business opportunities with existing and prospective clients.
- Develop and present proposals for preventive maintenance programs, system upgrades, and energy optimization projects.
- Work collaboratively with the operations and estimating teams to develop accurate quotes and proposals.
- Operational Support
- Coordinate with service and project teams to ensure timely delivery and quality of work.
- Monitor service contracts to ensure compliance with scope, budget, and customer expectations.
- Assist in resolving customer concerns or service issues promptly and professionally.
- Financial Management
- Achieve assigned sales and renewal targets.
- Manage account profitability by monitoring margins, costs, and contract renewals.
- Prepare sales forecasts and reports for management review.
Qualifications & Skills
- Minimum 3–5 years of experience in HVAC service sales, account management, or a related mechanical field.
- Strong understanding of HVAC systems, maintenance practices, and building operations.
- Proven track record of developing and maintaining customer relationships in a technical or service environment.
- Excellent communication, negotiation, and presentation skills.
- Proficient in CRM and Microsoft Office applications.
- Valid driver’s license and ability to travel locally.
- Previous experience as an Refrigeration, HVAC, or BAS Technician a definite asset.
- Familiarity with commercial, institutional, and industrial facilities.