Technical Account Manager (Refrigeration)

Kelvin Group

$70K — $95K *
Technical Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience in HVAC/R or Industrial refrigeration sales.
  • Strong technical and mechanical knowledge.
  • Proven ability to build and maintain client relationships.
  • Excellent time management and problem-solving skills.
  • Detail-oriented with high accuracy in data entry.

Responsibilities

  • Communicate the value of Kelvin's offerings across five key areas.
  • Develop estimates and proposals following company guidelines.
  • Utilize Salesforce CRM to manage sales pipeline effectively.
  • Schedule and conduct regular customer visits for relationship building.
  • Assist in identifying and targeting new service account opportunities.
  • Attend local and regional meetings to enhance brand visibility.
  • Collaborate with service teams to resolve customer issues efficiently.

Benefits

  • Healthcare benefits from Day 1, including medical, dental, and vision coverage.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA).
  • Company-paid life insurance and short/long-term disability insurance.
  • 401(k) plan with employer match and Roth option.
  • Generous paid holiday schedule and paid time off for vacation/sick days.
Full Job Description
Job Type

Full-time

Description

We are seeking a competitive and highly motivated sales individual to expand our team in the upstate New York area. The successful candidate will be responsible for managing and growing the relationship we currently have with key customers as well as attracting new customers to the Kelvin Group/ARC Mechanical offerings.

Key Responsibilities:
  • Communicate the value of the highly skilled labor force that Kelvin provides in five key areas: (1) Annual Planned Maintenance Agreements, (2) Emergency repairs, (3) System retrofits and upgrade, (4) Engineering & Design, & (5) Project Management.
  • Develop estimates and proposals in accordance with the company's Delegation of Authority (DOA)
  • Utilize Salesforce (CRM) software in a disciplined manner to maintain a multistage funnel capable of delivering sales targets.
  • Customer Visits - Develop customer visit schedule and meet with existing customers on routine basis. Coordinate with service team to be at customer site when technicians are providing services
  • Target Customers - Assist in the development of a list of target service accounts to bring in new customers.
  • Attend local and regional association meetings to build brand awareness.
  • Resolving service customer problems or issues. It is imperative that both the sales and field areas of the service department work with one mission/direction and that our customers see and believe in our commitment to providing them with the finest refrigeration services in a prompt, efficient and value driven manner.


Requirements

Candidate must have worked in an industrial service or sale role for 5+ years. An education in HVAC/R or Industrial refrigeration is a plus. The individual should have strong technical and mechanical knowledge and should also possess problem solving skills to identify client issues that Kelvin can solve.

  • Minimum of 5 years of experience selling to Refrigeration/HVAC clients.
  • Ability to build and maintain business relationships with clients.
  • Excellent time management and problem-solving skills.
  • Ability to multitask and complete work while traveling.
  • Thorough knowledge of territory, market, and clients.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software applications.
  • Strong organizational skills with the ability to prioritize tasks and meet deadlines.
  • Excellent communication skills, both written and verbal.
  • Detail-oriented with a high level of accuracy in data entry and record-keeping.
  • Ability to work independently and collaboratively in a fast-paced environment.


Benefits:
  • Eligible for healthcare benefits on Day 1 of employment:
    • Medical, dental, vision, and prescription drug coverage
    • Flexible Spending Account (FSA), Dependent Care Spending Account (DCSA)
    • Health Savings Account (HSA)
    • Company-paid Life Insurance; Supplemental Employee, Spouse, and Dependent Life
    • Accident Hospital Indemnity
    • Company-paid Short and Long-term Disability Insurance
    • Pet Insurance
  • Employer matched 401(k) saving plan (with Roth option)
  • Weekly paycheck
  • Generous paid holiday schedule (11 days per year)
  • Paid time off (vacation + sick time)
  • Learning & Development programs
  • Employee Referral Bonus Program
  • Tuition Reimbursement


Salary Description

Base Salary + Sales Incentive Plan

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