Account & Service Manager

5 days ago

Williston, United States The Source and Recruit Co. Full time
Position Type: Full-time

Reports to: Vice President, Service Operations

Overview of Vermont Mechanical

Vermont Mechanical, a leader in the HVAC and mechanical systems industry, is dedicated to delivering high-quality services and solutions to their clients. With a commitment to excellence and innovation, they pride themselves on maintaining strong relationships with their customers and providing exceptional service across Vermont, New York, New Hampshire, and Canada.

Role Overview

The Account/Project Manager is responsible for selling and managing small projects while leveraging expertise in HVAC and mechanical systems. This role supports Project Managers with service support on construction projects, sells and negotiates future service work, and ensures the installation timelines are met. The ideal candidate will build and maintain positive relationships, possess in-depth mechanical and HVAC systems knowledge, and excel at managing multiple projects simultaneously.

Responsibilities
  • Pursue and secure new customer service opportunities to meet revenue goals per market segment and geographic area.
  • Communicate the overall value proposition of the department and company to customers.
  • Engage in detailed pre-sale communication to ensure scopes of work are relevant and meaningful.
  • Promote and maintain strong partnerships with customers and trade relationships.
  • Prepare accurate and complete customer proposals, including estimates of materials, equipment, and labor.
  • Coordinate with Project Managers to establish service support for existing construction projects.
  • Track labor resources and coordinate future work planning.
  • Manage and prioritize multiple projects, ensuring deadlines are met.
  • Monitor project costs and maintain accurate forecasts through job completion.
  • Prepare and deliver presentations for customers and internal staff.
  • Report sales metrics to the Service Department Manager and coordinate with Finance.
  • Adjust priorities and manage interruptions efficiently.
  • Review equipment submittals for accuracy prior to submission.
  • Ensure compliance with internal processes.
  • Create and revise job schedules, coordinate tasks, estimates, vendor delivery schedules, and staff assignments.
  • Maintain customer satisfaction by addressing concerns, implementing corrective actions, and communicating with customers and staff.
  • Communicate project obligations with field technicians through on-site discussions.
Qualifications
  • Minimum of three years of technical and sales experience in the HVAC/Plumbing industry, with a focus on commercial HVAC system installations.
  • Proficient in service software and Microsoft Office programs.
  • Strong organizational skills, attention to detail, and ability to multitask and prioritize effectively.
  • Excellent communication and customer service skills, able to work under pressure.
  • Ability to create detailed budgets from conceptual plans.
  • Valid driver's license with the ability to travel to job sites in VT, NY, NH, and Canada.
Physical Demands & Work Environment
  • Some repetitive motion required (e.g., keyboard use).
  • Ability to navigate active construction sites and wear necessary personal protective equipment.
  • Ability to lift 30 pounds and climb ladders occasionally.
  • Work environment includes both office and construction site settings.
Benefits
  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • Inclusive and supportive work environment


Vermont Mechanical prohibits discrimination based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factors. Vermont Mechanical and The Source and Recruit Company/Kestrel Construction Recruitment encourage women, minorities, low-income applicants, and people with disabilities to apply.

Invitation to Apply

Vermont Mechanical looks forward to the prospect of you joining the team. If you are a dedicated professional with a passion for HVAC and mechanical systems, we encourage you to apply. All inquiries will be confidential. The Source and Recruit Company/Kestrel Construction Recruitment has been retained to assist our client in recruiting for this position.

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