Account Manager- HVAC

Job Description

Prominent HVAC/Refrigeration company seeking talented candidate to carry out cross functional responsibilities within the areas of Operations, Customer Service and Account Management for our fast growing team.

Successful candidate will serve as liaison between Clients and company, with the goal of growing volume of each account and managing all open projects, ensuring proper communication, approval of quoted work, and timely billing and payment of accounts.

Successful candidates will have a strong work ethic, be a team player and a demonstrate a positive attitude, be a positive and assertive communicator with keen ability to understand client and colleague needs, excellent organizational skills, highly motivated, a self-starter, and able to follow through on duties and assignments with minimal supervision.

Position Description

Job Description: This role requires a high volume of cross-functional communication internally with colleagues and externally with customers. The primary function of this role is to support the success of Airlogix by managing new and existing service accounts, enhancing client relations, and value added services.

Key Responsibilities (include but are not limited to the following):

  • Account Management/Customer Support/Client Relations

  • Respond to inquiries via phone calls/emails.

  • Develop relationships with new accounts and manage active accounts.

  • Confirm ETA with customer and that technician acknowledges work order on tablet.

  • Update customer with technician's findings.

  • Request NTE increase if work can be done while on site.

  • Send work acknowledgement to customer with customer signature.

  • Ensure technician has properly checked in and out of service/repair/installation/PM call via IVR.

  • Make sure technician has proper pictures on work order and capture punch list items.

  • Gather ETA of parts to notify customer.

  • Update customer with ETA of repairs.

  • Notify the estimator/service manager of approval to order parts.

  • Set up asset information in the asset section of Service Trade.

  • Request and submit proper insurance information to clients (COI).

  • Set up new locations and clients in Service Trade.

  • Create and fill out PM check list.


  • Create work orders (repairs with check in/check out IVR info).

  • Ensure quotes are in progress and review and edit quote before submission.

  • Create work orders for monthly PM's.

  • Turn on/off night service.

  • Participate in On Call-Rotation when necessary.


  • Invoice through Service Trade and submit to Quickbooks; Invoice through Portal, cross-collaborate with Accounting to ensure accuracies in invoicing and payroll.

  • Client Value Added Service/Marketing/Sales & Retention

  • Identify added value up sell opportunities.

  • Contribute to client service/marketing/sales task force.

Job Qualifications

  • Bachelor's degree (B.A./B.S.) in related field or equivalent

  • Minimum 2- 3 years of experience in commercial HVAC/R projects

  • Commitment to excellence and displays a high level of integrity and professionalism

  • Excellent written and oral communication skills

  • Strong organizational, problem-solving, and analytical skills

  • Self starter experienced in managing volume, tight deadlines; priorities and workflow

  • Proficient in MS Office, and adept in using computer systems, and new software

  • Good judgment with the ability to make timely and sound decisions

  • Excellent organizational, communication, and interpersonal skills are a must

  • Versatile, flexible and a willingness to work within a constantly changing environment


Company Description
Our work at AirLogix is a collaborative effort. Believing in the power of teamwork, we combine our talents and skills to benefit our customers.
Our team consists of many different positions and areas of expertise, including:
Field Technicians/Mechanics
These are the experts who put their skills to good use. Each of our technicians is factory-trained and certified to ensure quality service for your equipment. No matter who is servicing your business, our experienced technicians and mechanics are friendly, professional and happy to help.
Construction Managers
We handle construction projects with calculation and care. This is largely thanks to our construction managers, who oversee our build-outs from concept to completion. When you need to have a new system designed and installed in your facility, these are the people who make sure everything goes according to plan.
Account Executives/Account Supervisors
Your experience with us is our top priority. That's why we have an entire department dedicated to ensuring your full satisfaction. To give your business the personalized attention it needs, you'll have a dedicated representative who will oversee your account consistently.
Administrative Professionals
There's a lot that goes into our day-to-day operations. Keeping everything organized and efficient, our administrative professionals are the glue of our company. From scheduling appointments to stocking our inventory, these individuals help us move our own business forward.
Leadership Team
AirLogix is led by experienced, dedicated professionals who proudly represent the company. Helping the business move forward and grow, our leadership team aims high to make AirLogix the premier HVAC/R provider in NYC and NJ.

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