Junior Account Manager

Join Capstone Mechanical/Evergreen Air as a Junior Account Manager

Location: Remote (Must reside in our service territory: ME, NH, VT, MA, NY, CT, RI, NJ, PA, DE, MD, VA, WV, OH, TN, NC, SC, AZ, FL, GA, AL, WI, IL, MI)
Schedule: Full-Time | Monday–Friday (On-call rotation with additional stipend)

Looking to grow your career in a team that values support, collaboration, and development?

At Evergreen Air, a division of Capstone Mechanical, we believe that empowered team members create exceptional customer experiences. If you're looking for a company where you can thrive professionally, make a meaningful impact, and support your team’s success, this may be the perfect fit for you.

We’re currently seeking a Jr. Account Manager to join our growing remote team. This is a great opportunity for someone who is customer-focused, mission-minded, and is dedicated to making a positive impact through exhibiting strong leadership qualities and is ready to contribute to both the internal team and client success.

About Capstone Mechanical

Since 2011, Capstone has delivered exceptional commercial HVAC/R service to some of the nation’s top brands. Through our partnership with Evergreen, we offer enhanced resources, expertise, and support while maintaining the personalized service and responsiveness our customers rely on. Our mission is to build meaningful relationships – with our customers and with each other – by operating with care, transparency, and excellence.

Why You’ll Love Working with Us

• Great Place to Work® Certified

• Culture rooted in trust, transparency, and growth

• Remote flexibility with collaborative team support

• Direct contribution to business results and team performance

What You’ll Accomplish

As a Jr. Account Manager, you will play a critical role in ensuring smooth operations and excellent customer service. Your responsibilities will include:

Daily Responsibilities:

Manage Daily Customer Communications

• Monitor and respond to incoming emails from the team inbox.

• Assist with entering new service requests, customer updates, reports, and general inquiries.

• Escalate customer concerns and complex requests to the Account Manager when appropriate.

Process Quotes & Customer Decisions

• Enter customer quote approvals and rejections received through the team email.

• Update Work Orders with approval notes, increase NTE amounts as required, and notify the Service Manager and Dispatcher.

• When quotes are declined without explanation, proactively contact the customer to understand the reason and document feedback.

Maintain Customer Records

• Transfer information from Fexa into customer portals and required online forms.

• Ensure customer documentation is complete, accurate, and submitted for Account Manager review when assistance is needed.

Deliver Proactive Customer Communication

• Provide status updates and progress reports based on customer expectations and service agreements.

• Notify the Account Manager immediately of delayed responses, customer concerns, or potential escalations.

Ensure Quality & Compliance

• Review contractor notes in Fexa to ensure they align with Evergreen Air policies and customer requirements.

• Collaborate with the Account Manager before implementing any customer-specific changes or process updates.

Stay Organized

• Maintain customer-specific Fexa lists and follow-up items.

• Ensure commitments are completed on time and that no customer requests fall through the cracks.

Weekly / Monthly Responsibilities

Site Survey Coordination

• Follow up on outstanding site surveys.

• Collect, organize, and reformat site survey photos into customer-required formats (PDF or customer-specific templates).

• Enter audit information into tracking spreadsheets.

Reporting & Documentation

• Compile audit information, photos, and quotations into professional customer reports.

• Submit reports to the Account Manager for review prior to customer delivery.

Project Support

• Assist the Account Manager with administrative responsibilities related to customer projects.

• Support project tracking, documentation, and customer follow-up activities.

Data Reporting

• Pull, review, and scrub customer data to ensure reports are accurate, complete, and meaningful.

• Identify inconsistencies and communicate findings to the Account Manager.

What We’re Looking For

You may be a great fit if you are:

• Customer-Focused – You care about delivering a great experience

• Team-Oriented – You thrive when supporting and collaborating with others

• Organized & Detail-Oriented – You manage time well and stay on top of tasks

• Flexible & Proactive – You can juggle priorities and spot opportunities for improvement

• Strategic Thinker – You can step back to see the bigger picture and understand how day-to-day actions connect to company goals.

• Influencer – You have strong communication skills that allow you to build trust, foster collaboration, and gain buy-in from others.

Basic Requirements:

• Bachelor’s degree preferred

• 2–4 years of experience in customer service, administration, or a related field

• Can demonstrate the ability to mentor and support the growth of others.

• Proficiency with Google Suites

• Ability to thrive in a remote work environment

Our Benefits & Perks

• Annual Salary Starting at $55,000 (commensurate with experience)

• Bonus Program

• Remote Work Flexibility

• PTO, Holidays, and Parental Leave

• Health, Dental, and Vision Insurance

• Wellness Program with premium discounts

• 100% Company-paid Short & Long-Term Disability + $25K Life Insurance

• Additional Life Insurance Options for employee, spouse, and children

• 401(k) with 3% Employer Contribution

• Free Financial Advising

• Employee Assistance Program for mental, financial, and legal support

• Personal and Professional Development Opportunities

Ready to build your career with a company that invests in you?
Apply today and be part of something meaningful.