Account Manager - Commercial HVAC/Plumbing

Account Manager - Commercial HVAC/Plumbing

United Mechanical · San Jose, United States · Full-time · Posted 2026-10-21

Workplace: on_site

Department: Service - Sales

Description

Build relationships. Drive growth. Deliver exceptional service.

United Mechanical is seeking an experienced Account Manager to join our growing Service team! In this role, you'll serve as a trusted partner to commercial and industrial clients, helping them maintain, improve, and optimize their HVAC and plumbing systems.

As an Account Manager, you'll take ownership of customer relationships, identify new business opportunities, and manage a portfolio of planned maintenance agreements, quoted repairs, and smaller improvement projects. You'll collaborate closely with our Sales, Service Operations, and Field teams to deliver high-quality solutions while driving customer satisfaction, account profitability, and long-term business growth.

This is an excellent opportunity for someone who combines technical expertise with a passion for building relationships and growing business in the commercial mechanical industry.

What You'll Do

Business Development & Customer Relationships

• Develop and maintain strong relationships with new and existing commercial and industrial customers, serving as their primary point of contact.
• Identify and pursue new business opportunities, including planned maintenance agreements, repairs, equipment replacements, and system improvements.
• Conduct customer meetings, site visits, job walks, and building surveys to understand client needs and recommend effective solutions.
• Proactively manage customer satisfaction, contract renewals, and account retention while identifying opportunities for continued growth.

Sales, Estimating & Account Management

• Prepare accurate, competitive estimates and proposals for maintenance agreements, repairs, and smaller mechanical projects, including labor, materials, equipment, and subcontractor costs.
• Evaluate potential opportunities for scope, complexity, profitability, and alignment with company capabilities.
• Manage multiple customer accounts, service agreements, and quoted repairs to support on-time, on-budget execution.
• Negotiate pricing, contracts, and timelines with customers, vendors, and subcontractors.
• Identify and develop opportunities for larger retrofit and modernization projects in partnership with Sales Management and Project Managers.

Project Coordination & Operational Collaboration

• Partner with Service Operations, Field Leadership, and Sales teams to coordinate resources, resolve customer concerns, and ensure successful delivery of services.
• Monitor account profitability, contract performance, and work-in-progress (WIP), proactively addressing potential risks.
• Coordinate vendor quotes, equipment and material procurement, product submittals, and project documentation as needed.
• Support accurate billing, timely collections, and successful project closeout.

Sales Performance & Continuous Improvement

• Achieve sales goals related to planned maintenance agreements, quoted repairs, and small projects.
• Maintain accurate customer information, sales opportunities, and account activity within company CRM systems.
• Participate in sales planning, contract reviews, and WIP meetings to support business performance.
• Stay informed on industry trends, emerging technologies, and mechanical system advancements to better serve customers.

Requirements

Required

• 5+ years of experience in commercial HVAC, plumbing, mechanical contracting, building trades, or a related industry, preferably in a sales or account management capacity.
• Strong working knowledge of commercial HVAC and plumbing systems, including mechanical equipment, ductwork, piping, refrigeration, and energy efficiency solutions.
• Experience developing estimates, proposals, and scopes of work for maintenance agreements, repairs, or mechanical projects.
• Proven ability to develop customer relationships, identify sales opportunities, and manage multiple accounts.
• Strong understanding of project costs, contract profitability, and coordination of field service work.
• Proficiency with Microsoft Office applications; experience with Bluebeam, Smartsheet, CRM platforms, or similar software preferred.

Preferred

• Bachelor's degree in Mechanical Engineering, Construction Management, or a related field preferred; equivalent industry experience will also be considered.

What Will Make You Successful

• Relationship Builder: You establish trust, communicate effectively, and create lasting partnerships with customers and internal teams.
• Business-Minded: You recognize opportunities for growth while balancing customer needs, profitability, and operational capabilities.
• Technically Knowledgeable: You understand commercial mechanical systems and can confidently discuss solutions with customers and field personnel.
• Solutions-Oriented: You anticipate challenges, think critically, and develop practical solutions.
• Organized & Accountable: You manage competing priorities, follow through on commitments, and take ownership of results.
• Collaborative: You work effectively across Sales, Operations, and Field teams to deliver an exceptional customer experience.

Why Join United Mechanical?

At United Mechanical, you'll be part of a team committed to technical excellence, strong customer relationships, and continued growth. We take pride in delivering innovative mechanical solutions while creating opportunities for our employees to build rewarding, long-term careers.

Benefits

We offer a competitive compensation and benefits package designed to support your professional and personal well-being.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 4% company match)
• Flexible Time Off (FTO & Paid Holidays)

Compensation

$115,000 - $160,000 annual salary

Come build your career with us!

United Mechanical is an Equal Opportunity Employer and embraces diversity in our employee population. We provide equal opportunity to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, special disabled veteran, marital status, pregnancy, genetic information, or any other legally protected status.

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