Account Executive

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

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.