Account Executive

Position Summary

The Account Executive – Service Department is responsible for managing and growing assigned customer accounts while driving service revenue through maintenance agreements, repairs, retrofits, and small projects. This role serves as the primary customer liaison, ensuring high levels of satisfaction, responsiveness, and long-term partnership while coordinating closely with service operations, dispatch, and technicians.

The ideal candidate brings 3–5 years of experience in the HVAC/mechanical service industry, with a strong understanding of service workflows, pricing, and customer expectations.

Key Responsibilities

• Manage and grow a portfolio of existing service customers, acting as their primary point of contact
• Identify and develop service sales opportunities including repairs, maintenance agreements, retrofits, and small projects
• Prepare and present service proposals, estimates, and agreements accurately and on time
• Collaborate with service management, dispatch, and technicians to ensure alignment on scope and pricing
• Conduct site visits as needed to evaluate service needs and support accurate quoting
• Follow up on proposals, active work, and customer concerns
• Maintain strong working knowledge of service labor rates, materials, and margins
• Track customer activity and opportunities in CRM or internal systems
• Resolve customer issues while protecting company standards and profitability
• Support service agreement retention and renewals

Required Qualifications

• 3–5 years of experience in the HVAC, mechanical, or building services industry (required)
• Experience in service-based sales or account management
• Understanding of service operations, repair workflows, and maintenance agreements
• Strong communication, presentation, and negotiation skills
• Ability to manage multiple accounts and priorities
• Proficiency with Microsoft Office; CRM experience preferred
• Valid driver’s license and ability to travel locally

Preferred Qualifications

• Experience selling HVAC or mechanical service solutions
• Experience with commercial or industrial customers
• Prior collaboration with service technicians or operations teams
• Knowledge of preventative maintenance programs

Key Competencies

• Customer-focused mindset
• Strong follow-through and sense of urgency
• Ability to balance customer satisfaction with profitability
• Professionalism and accountability

About Us:

Tropic-Kool Mechanical Services (Tropic-Kool), A Fidelity Company, is a leading design-build HVAC/Mechanical services provider. Serving Tampa Bay metro and surrounding areas, we are experts in the Healthcare, Education, and Commercial/Industrial sectors. Our engineers and factory-trained technicians are committed to providing the highest level of service to ensure clients receive reliable, efficient, and cost-effective HVAC solutions. 

Within our 25,000 square-foot automated facility, Tropic-Kool operates our own fabrication and welding shop to facilitate custom, fast-track projects. In addition, we maintain an extensive HVAC parts inventory to support our world-class service group.