Account Manager
White Mechanical, Inc. Air Conditioning & Heating, Lake Forest, California, United States, 92630
Overview
Be the Pulse of Client Success and Service Operations Are you the type who gets energized when the phone starts ringing? Do you thrive when you're managing strategic relationships while keeping operations running smoothly? White Mechanical Inc. is looking for an Account Manager who can build lasting client partnerships and orchestrate flawless service delivery—all in the same day. You'll be the central connection point between our clients and field teams. One moment you're conducting strategic planning meetings with facility managers across multiple commercial sites. Next, you're coordinating emergency dispatch operations to get a technician on-site fast. You'll identify revenue opportunities, develop winning proposals, and ensure every service call is executed with precision. If variety energizes you, problem-solving excites you, and making things happen is what you do best—this role is calling your name. What You'll Own
Serve as the primary point of contact for assigned commercial accounts across multiple site locations, conducting strategic planning meetings, business reviews, and building deep client relationships that drive retention and expansion Identify new business opportunities within your accounts and prepare compelling quotes and proposals for HVAC repairs, equipment installations, and system upgrades using ServiceTrade pricing guidelines Coordinate daily dispatch operations—prioritizing emergency calls, scheduling preventive maintenance, optimizing technician routes, and ensuring maximum efficiency and customer response times Collaborate with field technicians to identify equipment replacement needs and preventive maintenance opportunities, translating technical findings into revenue-generating proposals Serve as the communication hub between clients, field technicians, accounting, and management, managing service requests, project timelines, and resolving escalations with professionalism Maintain accurate records with internal systems and client-specific CRM platforms, tracking service history, opportunity pipeline, technician schedules, and dispatch activities, with regular reporting to the VP of Sales Participate in a rotating on-call schedule for after-hours emergency service coordination What Makes You a Fit
Required: 3+ years of experience in account management, sales, dispatching, or similar role B2B sales experience and account management in construction-related industries (HVAC experience is a plus) Valid driver's license Strong communication, negotiation, and problem-solving skills Ability to manage multiple priorities simultaneously in fast-paced environments Proficient in Microsoft Office and CRM/dispatch systems Strongly Preferred: Bachelor's Degree in Business Management, Accounting, Marketing, or related field (or equivalent combination of education and experience) Dispatching or service coordination experience Working knowledge of HVAC systems and preventive maintenance programs Experience managing accounts across multiple site locations Familiarity with ServiceTrade or similar field service management platforms Physical Requirements
Ability to lift/push/pull at least 20 lbs Occasional site visits may require climbing ladders, working outdoors, or navigating job sites Ability to work irregular hours during peak seasons, including after-hours on-call rotation Compensation:
$71,000.00 - $85,000.00 per year Company Benefits: White Mechanical provides competitive employee benefits, including: Medical Insurance:
The company pays 80% of the monthly premium 401(k) Retirement Plan:
3% annual company contribution Life Insurance:
$50,000 coverage fully paid by the company (90-day waiting period) About White Mechanical
White Mechanical Inc. is a leading provider of commercial HVAC/R solutions, committed to delivering exceptional service and innovative climate control solutions to our clients. With decades of expertise, we support businesses across diverse industries with preventative maintenance, service contracts, equipment retrofits, and new installations. We pride ourselves on building lasting relationships and providing our team with the support and resources needed to excel. What Sets Us Apart
At White Mechanical, this isn't just another account management role—it's an opportunity to be a true business partner to your clients while developing operational expertise that makes you invaluable. You'll have the autonomy to manage your accounts strategically, the support of experienced field technicians, and direct access to leadership. We value people who can think on their feet, build genuine relationships, and drive results in dynamic environments. This role is perfect for someone who gets bored doing the same thing every day and wants variety, challenge, and the satisfaction of seeing immediate impact from their work. Equal Opportunity Employer
White Mechanical Inc. is an equal opportunity employer (EOE). Qualified applicants are considered for employment without regard to age, race, religion, gender, sexual orientation, national origin, disability, or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request (White Mechanical Inc. is pleased to provide such assistance, and no applicant will be penalized because of such a request).
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Be the Pulse of Client Success and Service Operations Are you the type who gets energized when the phone starts ringing? Do you thrive when you're managing strategic relationships while keeping operations running smoothly? White Mechanical Inc. is looking for an Account Manager who can build lasting client partnerships and orchestrate flawless service delivery—all in the same day. You'll be the central connection point between our clients and field teams. One moment you're conducting strategic planning meetings with facility managers across multiple commercial sites. Next, you're coordinating emergency dispatch operations to get a technician on-site fast. You'll identify revenue opportunities, develop winning proposals, and ensure every service call is executed with precision. If variety energizes you, problem-solving excites you, and making things happen is what you do best—this role is calling your name. What You'll Own
Serve as the primary point of contact for assigned commercial accounts across multiple site locations, conducting strategic planning meetings, business reviews, and building deep client relationships that drive retention and expansion Identify new business opportunities within your accounts and prepare compelling quotes and proposals for HVAC repairs, equipment installations, and system upgrades using ServiceTrade pricing guidelines Coordinate daily dispatch operations—prioritizing emergency calls, scheduling preventive maintenance, optimizing technician routes, and ensuring maximum efficiency and customer response times Collaborate with field technicians to identify equipment replacement needs and preventive maintenance opportunities, translating technical findings into revenue-generating proposals Serve as the communication hub between clients, field technicians, accounting, and management, managing service requests, project timelines, and resolving escalations with professionalism Maintain accurate records with internal systems and client-specific CRM platforms, tracking service history, opportunity pipeline, technician schedules, and dispatch activities, with regular reporting to the VP of Sales Participate in a rotating on-call schedule for after-hours emergency service coordination What Makes You a Fit
Required: 3+ years of experience in account management, sales, dispatching, or similar role B2B sales experience and account management in construction-related industries (HVAC experience is a plus) Valid driver's license Strong communication, negotiation, and problem-solving skills Ability to manage multiple priorities simultaneously in fast-paced environments Proficient in Microsoft Office and CRM/dispatch systems Strongly Preferred: Bachelor's Degree in Business Management, Accounting, Marketing, or related field (or equivalent combination of education and experience) Dispatching or service coordination experience Working knowledge of HVAC systems and preventive maintenance programs Experience managing accounts across multiple site locations Familiarity with ServiceTrade or similar field service management platforms Physical Requirements
Ability to lift/push/pull at least 20 lbs Occasional site visits may require climbing ladders, working outdoors, or navigating job sites Ability to work irregular hours during peak seasons, including after-hours on-call rotation Compensation:
$71,000.00 - $85,000.00 per year Company Benefits: White Mechanical provides competitive employee benefits, including: Medical Insurance:
The company pays 80% of the monthly premium 401(k) Retirement Plan:
3% annual company contribution Life Insurance:
$50,000 coverage fully paid by the company (90-day waiting period) About White Mechanical
White Mechanical Inc. is a leading provider of commercial HVAC/R solutions, committed to delivering exceptional service and innovative climate control solutions to our clients. With decades of expertise, we support businesses across diverse industries with preventative maintenance, service contracts, equipment retrofits, and new installations. We pride ourselves on building lasting relationships and providing our team with the support and resources needed to excel. What Sets Us Apart
At White Mechanical, this isn't just another account management role—it's an opportunity to be a true business partner to your clients while developing operational expertise that makes you invaluable. You'll have the autonomy to manage your accounts strategically, the support of experienced field technicians, and direct access to leadership. We value people who can think on their feet, build genuine relationships, and drive results in dynamic environments. This role is perfect for someone who gets bored doing the same thing every day and wants variety, challenge, and the satisfaction of seeing immediate impact from their work. Equal Opportunity Employer
White Mechanical Inc. is an equal opportunity employer (EOE). Qualified applicants are considered for employment without regard to age, race, religion, gender, sexual orientation, national origin, disability, or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request (White Mechanical Inc. is pleased to provide such assistance, and no applicant will be penalized because of such a request).
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