Commercial HVAC/R Service Account Manager / Estimator

Job Summary

The Commercial HVAC/R Service Account Manager / Estimator is responsible for managing assigned service accounts, supporting assigned HVAC/R Service Technicians, developing repair and replacement opportunities, preparing estimates and proposals, and coordinating service-related projects from initial customer contact through completion.

This position serves as a leader within the Service Department by balancing customer relationship management, technical expertise, project estimating, team development, operational oversight, and business growth.

The Account Manager / Estimator works closely with customers, service coordinators, technicians, vendors, subcontractors, and department leadership to ensure exceptional service delivery while maintaining Johnson Melloh Inc.'s commitment to safety, quality, and customer satisfaction.

Essential Duties and Responsibilities

Customer Relationship Management

• Serve as the primary point of contact for assigned HVAC/R service customers.
• Develop and maintain strong long-term relationships with facility managers, property managers, engineers, contractors, and building owners.
• Conduct customer visits and equipment assessments to identify service, repair, replacement, and upgrade opportunities.
• Provide professional recommendations and solutions that align with customer operational and budgetary objectives.
• Address customer concerns and complaints promptly and professionally.
• Maintain regular communication with customers throughout project and service execution.

Estimating & Proposal Development

• Prepare accurate and profitable estimates for HVAC/R service repairs, equipment replacements, retrofits, and small projects.
• Develop detailed scopes of work and customer proposals.
• Review plans, specifications, service reports, and field conditions to ensure accurate pricing and forecasting.
• Obtain and evaluate vendor, supplier, and subcontractor quotations.
• Present estimates and proposals to customers and assist in solution selection.
• Follow up on outstanding proposals and sales opportunities.

Team Leadership & Technician

Support

• Provide technical guidance and troubleshooting assistance for field personnel.
• Review technician performance and completed work to ensure quality and consistency.
• Assist with onboarding, mentoring, and training of new Service Technicians.
• Coordinate ongoing technical and professional development opportunities.
• Foster a positive culture focused on teamwork, accountability, and continuous improvement.

Service Operations & Technician Management

• Review and assist with the completion and approval of Time & Material service calls.
• Monitor open service calls and work with Service Coordinators to maintain efficient workflow and scheduling.
• Evaluate service demand and technician utilization.
• Ensure proper technician skill sets are assigned to customer requests.
• Support project planning, execution, and closeout activities.
• Coordinate with customers, technicians, and vendors to ensure work is completed safely, efficiently, and professionally.

Required Qualifications

• Minimum five (5) years of experience in the commercial HVAC/R industry.
• Thorough understanding of commercial HVAC equipment, refrigeration systems, controls, and mechanical systems.
• Ability to read and interpret mechanical drawings, specifications, and construction documents.
• Strong troubleshooting and problem-solving skills.
• Excellent customer service and communication abilities.
• Valid driver's license with acceptable driving record.
• Proficiency with Microsoft Office and business software applications.

Preferred Qualifications

• Previous experience in estimating, project management, account management, field supervision, or service operations.
• Experience managing service technicians or project teams.
• Knowledge of preventive maintenance programs and service agreement administration.

Core Competencies

• Leadership
• Customer Focus
• Technical Expertise
• Communication
• Planning & Organization
• Problem Solving
• Team Development
• Accountability
• Conflict Resolution
• Business Acumen
• Safety Mindset

Physical Requirements

• Ability to visit active construction and industrial job sites.
• Ability to access rooftops, mechanical rooms, and equipment areas.
• Ability to sit, stand, walk, climb ladders, and perform site inspections as required.
• Ability to work in varying weather and environmental conditions.

Success Measures

A successful Commercial HVAC/R Service Account Manager / Estimator will:

• Develop and maintain strong customer relationships.
• Support and develop assigned service technicians.
• Generate profitable service and project opportunities.
• Maintain high levels of customer satisfaction.
• Promote a strong safety culture.
• Improve operational efficiency and service quality.
• Contribute to the growth and profitability of the Mechanical Service Department.

Expected hours: 40.0 per week

Work Location: In person