Service Account Manager

Environmental Systems, Inc. (ESI) is a premier provider of HVAC design, construction, and service for commercial facilities across New England. With over 50 years of industry experience, we are renowned for our reliability, expertise, and innovative approach. Our team is dedicated to delivering the highest standards of quality and exceptional customer service in every project we undertake.

Overview

We are seeking a motivated and client-focused Service Account Manager – Special Projects to support and grow our service and small-projects business. This role is responsible for managing key client relationships while generating and closing small project sales for both existing and new customers for HVAC commercial clients. Drive revenue by nurturing existing client relationships and finding new business for HVAC service special projects, focusing on consultative sales, developing solutions, managing proposals/contracts, coordinating services, and achieving sales targets while ensuring customer satisfaction.

ESSENTIAL ELEMENTS

•Act as the primary point of contact for designated key service accounts.

•Maintain strong relationships through regular communication, site visits, and proactive follow-up.

•Understand client facilities, systems, and operational priorities.

•Identify, develop, and sell special projects arising from service work inspections, and client requests.

•Perform site walks, assist with scoping, and collaborate with estimating and operations teams.

•Prepare and present proposals for small projects.

•Follow opportunities through closing and handoff to operations.

•Consult with clients about mechanical systems, repairs, upgrades, and improvements.

•Translate technical needs into practical, cost-effective solutions.

•Partner with field technicians and supervisors to identify sales opportunities.

•Work closely with service dispatch, operations, and project teams to ensure smooth execution.

•Communicate with in-house engineering department to develop compliant, cost-effective solutions.

•Coordinate system selection, equipment sizing, and preliminary layouts during the proposal phase.

•Review engineering inputs to ensure consistency with customer requirements and approved project budgets.

•Provide accurate job information, scope clarity, and expectations to internal stakeholders.

•Utilize company systems (e.g., BuildOps, CRM, ERP) to track opportunities, proposals, and account activity).

•Support growth within existing accounts while assisting in developing new client relationships.

•Participate in account planning, forecasting, and pipeline reviews with the Service Sales Manager.

REQUIREMENTS

•Bachelor's Degree in Engineering, Business, or equivalent experience preferred.

•2-4+ years of proven sales experience in HVAC, construction, or related technical fields preferred.

•Prior experience in estimating, service supervision, or project coordination.

•Strong understanding of HVAC systems, controls, and energy efficiency.

•Strong understanding of service operations and small project workflows.

•Ability to clearly communicate technical information to non-technical clients.

•Excellent communication, presentation, negotiation, and interpersonal skills.

•Ability to work independently, travel to job sites, and potentially work in varied environmental conditions.

•Effective presentation and interpersonal communication skills.

•Strong organizational skills and attention to detail.

•Professional demeanor and strong customer service mindset.

•Ability to work in a highly collaborative and dynamic environment.

•Self-motivated and able to manage simultaneous projects and responsibilities.

•Strong financial and business acumen.

•Proficient with MS Word, Excel, Outlook.

•Experience working with service or construction management software.

•Familiarity with state, local, and safety (OSHA) codes is expected.

•Available for local travel.

•Must possess a Valid Driver's License and a clean driving record.

This position offers a competitive salary and benefits package including bonus opportunities, profit sharing, 401k, vacation, health insurance, and more.

Job Type: Full-time

Additional Compensation:

• Bonuses

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan
• Paid time off
• Parental leave

Pay: $75, $120,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person