Account Executive
At a glance
Mid-level Account Executive role at The Smith & Oby Company. Charleston · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Find new opportunities with building owners, property managers, and facility leaders
- Sell and close HVAC service agreements, maintenance contracts, and energy-efficiency offerings
- Shape proposals around client needs, pain points, return on investment, and lifecycle value
- Keep client relationships healthy while supporting renewals, issue resolution, and long-term retention
- Record leads, proposals, opportunities, and customer touchpoints accurately in CRM systems
What you bring
- At least three years in HVAC service sales, account management, or technical B2B selling
- Working knowledge of HVAC equipment, service contracts, and energy-efficiency offerings
- A high school diploma is required; technical training or a business or mechanical-systems degree is preferred
- A record of reaching sales quotas through new-client acquisition and account expansion
- You can explain service and efficiency options clearly to technical and nontechnical buyers
Who this fits
This role suits a consultative seller who can win new commercial accounts and expand existing relationships. You’ll work with service managers, technicians, and project teams to support delivery after the sale. The position is based in Charleston, United States.
From the employer
About Smith & Oby
Smith & Oby is a trusted leader in mechanical, plumbing, and building automation solutions. For decades, we have partnered with commercial, industrial, and institutional clients to design, build, and maintain high-performing systems that keep facilities running efficiently and reliably. From hospitals and office complexes to manufacturing plants and schools, we combine engineering expertise with hands-on execution to deliver results our customers can depend on.
Position Overview
The HVAC Service Sales Representative is responsible for driving new business, managing accounts, and delivering tailored HVAC service solutions to commercial clients. The role requires a balance of technical understanding, consultative sales skills, and strong customer relationship management.Key Responsibilities
Drive New Business Development – Identify and pursue new sales opportunities with building owners, property managers, and facility leaders.
- Manage Accounts – Maintain and grow relationships with existing clients to ensure satisfaction and renewal of service agreements.
Sell Service Solutions – Present, negotiate, and close HVAC service agreements, maintenance contracts, and energy efficiency solutions.
Consultative Sales Approach – Assess client needs, uncover pain points, and develop tailored proposals that highlight ROI and lifecycle value.
Coordinate with Operations – Partner with service managers, technicians, and project teams to ensure seamless handoff and successful service delivery.
Achieve Sales Targets – Consistently meet or exceed individual sales goals and contribute to overall company revenue growth.
CRM & Pipeline Management – Accurately track leads, opportunities, proposals, and customer interactions in CRM systems.
Market Awareness – Stay informed on HVAC industry trends, competitor offerings, and emerging technologies to strengthen sales strategy.
Proposal Development – Prepare and deliver professional, value-driven proposals and presentations to decision-makers.
- Customer Service & Retention – Provide ongoing support to clients, resolve issues, and reinforce trust to secure long-term partnerships.
Qualifications
3+ years of HVAC service sales, account management, or technical B2B sales experience.
Knowledge of HVAC systems, service agreements, and energy efficiency solutions.
High school diploma required; technical training or a degree in business or mechanical systems preferred.
- Demonstrated ability to meet or exceed sales quotas through new business development and upselling.
- Strong customer relationship management with building owners, property managers, and decision-makers.
- Ability to explain service solutions and efficiency improvements to both technical and non-technical audiences.
Experience selling HVAC service agreements and performance-based solutions.
Familiarity with CRM platforms (e.g., Salesforce, HubSpot).
Background in coordinating with operations for smooth service delivery.
Financial acumen to prepare ROI-based proposals.
Consultative sales approach with value-driven proposal development.
Excellent communication, negotiation, and closing skills.
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