Job Description

Our client, a Chicago-based mechanical contracting company specializing in virtual design, construction, service, maintenance, HVAC, plumbing, and fire protection, is seeking a Service Account Manager to join their team, supporting all divisions of their company. The Service Account Manager will be responsible for maintaining and growing service accounts, developing new business opportunities, and ensuring exceptional client satisfaction. This role involves working closely with sales and operations teams to meet departmental goals, as well as staff members who install, repair, and maintain HVAC equipment. This individual should have a strong understanding of the mechanical and installation tools and equipment used by technicians.

Key Responsibilities

Client Engagement:

• Regularly meet with key clients to discuss services provided, review completed projects, understand future needs, and ensure overall satisfaction.
• Cultivate and maintain strong client relationships through regular communication and client entertainment.
• Address and resolve client issues promptly, ensuring high levels of satisfaction and attention.

Business Development:

• Conduct sales calls and presentations to attract new clients and retain existing clientele.
• Develop new business leads through warm calls, networking, and strategic communication.
• Identify opportunities to secure new inspection accounts and service accounts.

Account and Project Oversight:

• Estimate, sell, and manage maintenance service agreements, repairs, and projects.
• Create detailed estimates, including all necessary costs for materials, labor, and time.
• Prepare and deliver comprehensive proposals and quotation letters to clients.
• Collaborate with General Manager to ensure sales targets are met and projects are profitable.

Operational Coordination:

• Review service tickets regularly and follow up with clients to ensure all issues are addressed.
• Coordinate and manage project execution directly with Service Technicians.
• Participate in planning meetings to provide guidance and support to clients throughout the project.
• Maintain accurate records of bidding activities and project execution.

Experience and Qualifications:

• Bachelor’s degree in Sales, Marketing, Mechanical Engineering, Mechanical Engineering Technology, Building Construction Management, Business Management, or a related field.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Hands-on experience to ensure timely and efficient completion of repairs, maintenance, and installations. as well as the ability to regularly inspect HVAC systems to assess their performance and safety.
• Familiarity with HVAC and control systems is a plus.

Other Qualifications:

• Ability to perform effectively under pressure and adapt to changing circumstances.
• Keen attention to detail, strong organizational skills, and the ability to prioritize multiple projects.
• Excellent verbal and written communication.
• Strong interpersonal and customer service skills with a positive and professional demeanor.
• Capacity to work independently with minimal supervision while collaborating effectively within a team.
• Dependable, organized, and self-motivated with a proactive approach.
• Professionalism and the ability to handle pressure from clients, vendors, and internal coordination.

This position offers a robust opportunity to engage in account management, sales, and project coordination, playing a vital role in driving the success and growth of our client's evolving Indianapolis service business.