Account Manager

A FirstCall Mechanical Company

ACCOUNT MANAGER

Location: Dallas, TX

WHO IS FIRSTCALL MECHANICAL?

FirstCall Mechanical is a leading provider of commercial and industrial HVAC, building controls, electrical, and plumbing services. FirstCall serves a wide array of facility and customer types, including distribution centers, industrial plants, universities, airports, healthcare facilities, self-storage units, and more. With approximately 700 employees across Ohio, New York, Virginia, Tennessee, North Carolina, South Carolina, Georgia, Florida, and Texas, FirstCall is committed to building durable partnerships. The company is actively expanding its operations nationwide and partnering with organizations that share its dedication to quality and customer satisfaction.

FirstCall Mechanical not only partners with companies to nurture growth in the market, but also provides equal focus on employee growth and development as well. We believe when YOU succeed, we all succeed, so we strive to be the first call for talented team members who want a career, not just a job.

BENEFITS OVERVIEW

FirstCall Mechanical values our employees' well-being, growth, and success! Employees are offered a robust benefits package, including:

• Competitive Weekly Pay
• Comprehensive Healthcare Coverage - Medical, Dental, Vision, + More (Includes some 100% Company-paid plans)
• Financial Resources - 401(k) Retirement Savings Plan with a 5% match, Life Insurance, Short & Long-Term Disability
• Time-Off & Holidays - Up to 4 weeks of Paid Off, 9 Paid Holidays + Veterans Day for Veterans
• Career Growth & Development- Company-sponsored education and career advancement programs like the FirstCall Academy, the Learning & Education Assistance Program (LEAP), and the FirstCall Progression Program
• Generous Referral Bonus of $2,500 per referral
• Role-Specific Perks - Company vehicle or allowance, mobile phone or phone allowance, uniforms, and work boot allowance

POSITION OVERVIEW

We are currently seeking an HVAC Account Manager to support the growth and profitability of our HVAC Service business. This role is responsible for managing and strengthening relationships with existing customers while identifying opportunities to expand service partnerships through projects, maintenance agreements, and HVAC solutions. The ideal candidate is a relationship-driven sales professional with a strong understanding of commercial HVAC systems who can serve as a trusted advisor to customers, identify their needs, provide technical solutions, and drive continued growth and customer retention for FirstCall Mechanical.

JOB RESPONSIBILITIES

• Manages and develops relationships with existing commercial and industrial HVAC customers by serving as a trusted point of contact and strategic partner.
• Regularly communicates with customers to understand facility needs, operational challenges, equipment concerns, and future HVAC requirements.
• Identifies opportunities within existing accounts for service projects, preventative maintenance agreements, repairs, upgrades, replacements, and additional HVAC solutions.
• Conducts customer meetings, site visits, and account reviews to evaluate needs and recommend solutions that align with customer goals.
• Develops a strong understanding of customer facilities, HVAC systems, service history, and business objectives to provide proactive recommendations.
• Partners with Service Managers, Technicians, Estimators, and Operations Teams to develop solutions and ensure successful execution of customer needs.
• Prepares, presents, negotiates, and closes proposals for service projects, maintenance agreements, and additional HVAC opportunities.
• Educates customers on the value of preventative maintenance, system improvements, energy efficiency, and long-term HVAC performance.
• Maintains customer satisfaction by proactively managing relationships, following up on opportunities, resolving concerns, and identifying future growth opportunities.
• Maintains accurate customer information, account activity, sales opportunities, and pipeline updates within BuildOps and other company systems while supporting branch growth initiatives.

ACCOUNTABILITIES

• Grows and retains existing customer relationships by identifying opportunities that increase service revenue and strengthen long-term partnerships.
• Continually develops technical HVAC knowledge, service knowledge, and sales skills through FirstCall Academy and ongoing industry learning.
• Delivers an exceptional customer experience to ensure we continue to be the trusted HVAC and Refrigeration partner for our customers.
• Represents FirstCall Mechanical with professionalism, responsiveness, and a commitment to providing value-driven solutions.

ORGANIZATIONAL ALIGNMENT

This position reports to the local Branch Leader and works closely with Service Managers, Technicians, Operations Teams, Estimating Teams, and customers to support service growth and customer success.