HVAC Account Executive

About this role

Responsibilities

• Drive new owner-direct business development through prospecting and outreach
• Build and maintain strong customer relationships with building owners and facility managers
• Manage and grow a personal book of business with focus on renewals and retention
• Conduct site visits and assessments to identify service and retrofit needs
• Develop scopes and collaborate with Operations/Estimating for accurate pricing
• Prepare and deliver compelling proposals for maintenance agreements and retrofit projects
• Maintain disciplined CRM usage for activity tracking and forecasting
• Follow up on technician-identified service opportunities
• Partner cross-functionally with Service and Project Management teams
• Stay active in the market through industry events and competitive research