Strategic Account Manager – HVAC/R

CSA Group

Strategic Account Manager for HVAC/R managing customer relationships and coordinating CSA Group activities. Guiding strategic planning and developing account strategies for large accounts.

Posted 6/10/2026full-timePlano • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

As the Strategic Account Manager, you will be the primary customer contact with established Large Accounts within the HVAC/R.
You will coordinate CSA Group activities and contacts for customers and ensures that we provide ‘one face’ to our customers.
You will guide strategic planning around customer needs and service enhancements,
Develop account strategies and forecast sales opportunities and implement and execute strategic plans to attain corporate objectives.
Initiates the sales process, providing preliminary and ongoing information to existing clients.
Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group services.
Prioritizes work assignments and follow-up responses to client inquiries and proposals.
Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the strategy to secure new business and communicates effectively with Operations for a seamless approach.
Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.
Maintains accurate and complete client files, including the input of new/existing client information into the shared sales database.
Identifies and communicates opportunities and competitive trends.
Develops ongoing business relationships and networks with clients and industry related groups.
Provides written and verbal reports including sales reports, expense reports, customer visit reports, and customer presentations in a timely matter as required.
Must be willing to travel as much as 50% of time and on weekends as required.

Requirements

What you’ll need

Bachelor's Degree and 6 or more years Sales experience or equivalent industry experience
Prior experiences with sales CRM tracking software a plus
Proven ability to consistently exceed sales goals
Proven experience dealing with large organizations at senior level
Create clear, effective and professional written communication and presentations
Ability to create, prepare and execute complex business strategies while organizing multiple projects and job responsibilities
Ability to proactively resolve complex problems, and through effective internal collaboration build outstanding client relationships with customers at all levels in the organization
Organized and independent
Proven ability of confidentiality in previous positions
Strong initiative and ability to develop new customer contacts
Able to maintain positive contacts within the organization to exchange, explain and interpret information or ideas and follow-up on client requests
Strong organization and time management skills
Creativity and project management skills to plan for projects, events and conferences
High level of initiative and motivation to meet or exceed targeted goals with minimal supervision
Computer proficiency in Word, Excel, PowerPoint and CRM database applications
Ability to prepare cost proposals promptly to meet customers’ needs.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales experienceaccount strategiescost proposalssales forecastingbusiness strategy executionclient relationship managementproblem resolutionproject managementpresentation skillswritten communication

Soft Skills

organizational skillsindependenceinitiativecreativitytime managementcollaborationconfidentialityeffective communicationclient networkingproactive approach

Certifications

Bachelor's Degree