Hoffman & Hoffman, Inc. ยท 1 day ago
Service Account Manager
Raleigh, NC, US
Full-time
Onsite
Senior Level
5+ years expHoffman & Hoffman, Inc. is a company that specializes in service management for HVAC and mechanical systems. They are seeking a Service Account Manager to interface with customers and manage service agreements, ensuring customer satisfaction and financial accountability.
Heating Ventilation and Air Conditioning (HVAC)Industrial ManufacturingManufacturingRetail
Responsibilities
Schedule and participate in meetings for new agreements
Set up new agreements for service execution (PM documentation, PM book)
Perform PM agreement kick-off meeting with service sales/service technicians and customer
Schedule, coordinate, monitor and document all PM agreement visits
Review/edit/send PM deliverable reports (monthly visit reports and annual re-cap reports)
Document/maintain all PM deliverable reports in the PM reports folder on server
Update/maintain service contract list spreadsheet
Coordinate follow-up visits as needed with customer
Prepare quotes as needed and assist Sales as needed
Document/maintain all service quotes using service quote log spreadsheet on server
Establish, maintain relationships with service agreement customers
Financial responsibility of Service agreement execution
Review departmental financial reports for PM agreements on a quarterly basis
Meet with management to review financial status of Service agreements
Qualification
Required
Equivalent combination of education (Undergraduate engineering degree) and experience
At least 5 years of experience in HVAC and/or Mechanical systems
At least 5 years of experience in Project/Account Management
Ability to plan, schedule and manage large scale PM agreement base business
Knowledge of HVAC DDC control theory & applications and mechanical systems
Strong time management and organizational skills
Ability to work on mid to long-term projects and still be able to react to unanticipated demands for your time (customer phone calls, dial-ups, etc.)
Strong communications and interactive skills
Strong Microsoft Excel/Word skills
Ability to lead by example with a cooperative positive attitude
Company
Hoffman & Hoffman, Inc.
Since 1947, Hoffman & Hoffman, Inc.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jim Bingham
Chief Executive Officer
Brian Lunsford
Chief Financial Officer
Recent News
2025-12-15
Company data provided by crunchbase