Key Account Manager - HVAC
legacymechanical· Inside Sales
About this role
Position Summary
The HVAC Key Account Manager is responsible for growing recurring revenue through managing field-generated quoted opportunities from the Service Department. This role serves as the primary point of contact for customers, ensuring timely follow-up, exceptional customer service, and consistent communication throughout the sales process.
The ideal candidate possesses a strong technical understanding of commercial HVAC systems, excels at building long-term customer relationships, and is highly organized with a passion for delivering responsive service.
Field Quoted Opportunities
- Manage all field-generated repair and replacement quotations submitted by Service Technicians.
- Review technician recommendations and develop accurate customer proposals.
- Provide technical guidance to customers regarding repair versus replacement options.
- Follow up consistently on outstanding quotations to answer questions, overcome objections, and secure approvals.
- Coordinate with Service Operations to ensure approved work is scheduled promptly.
- Track quote activity, close rates, and sales pipeline.
Customer Relationship Management
- Deliver exceptional customer service with timely communication and responsiveness.
- Build trusted relationships with facility managers, property managers, building owners, and maintenance personnel.
- Serve as a reliable resource for HVAC service recommendations and technical information.
- Resolve customer concerns professionally while maintaining a positive customer experience.
- Maintain detailed customer records, sales activities, and follow-up schedules within the CRM system.
Qualifications
- Minimum of 3 years of commercial HVAC industry experience.
- Strong technical knowledge of commercial HVAC equipment, systems, repairs, and preventative maintenance programs.
- Experience preparing HVAC service quotations or preferred estimates.
- Excellent customer service and relationship-building skills.
- Strong verbal and written communication skills.
- Self-motivated with exceptional follow-up and organizational abilities.
- Proficient in Microsoft Office and CRM or service management software.
Core Competencies
- Commercial HVAC technical knowledge
- Customer relationship management
- Service agreement sales
- Quote management and follow-up
- Consultative selling
- Communication and customer service
- Organization and attention to detail
- Time management
- Problem solving
- Team collaboration
Performance Measures
Success in this position will be measured by:
- Field quote conversion percentage.
- Timeliness of quote follow-up.
- Customer satisfaction and responsiveness.
- Revenue generated from technician-identified sales opportunities.
Frequently Asked Questions
Is the salary disclosed for the Key Account Manager - HVAC position at legacymechanical?
The salary for this Key Account Manager - HVAC role at legacymechanical is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Key Account Manager - HVAC position at legacymechanical located?
This Key Account Manager - HVAC role at legacymechanical is based in San Ramon, California, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Key Account Manager - HVAC role at legacymechanical full-time or part-time?
This is listed as a Office Full Time position. It is posted as a Key Account Manager - HVAC role in the Inside Sales department at legacymechanical.
Which team or department does the Key Account Manager - HVAC at legacymechanical belong to?
This Key Account Manager - HVAC position is part of the Inside Sales department at legacymechanical. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Key Account Manager - HVAC position at legacymechanical?
Click the "Apply Now" button on this page. You will be redirected to legacymechanical's official application portal hosted on bamboohr where you can submit your application directly.
When was the Key Account Manager - HVAC job at legacymechanical posted?
This Key Account Manager - HVAC position at legacymechanical was posted on Jul 31, 2026. Apply as soon as possible — early applications are often reviewed first.
Key Account Manager - HVAC
legacymechanical
You'll be redirected to legacymechanical's official application page on bamboohr.