Account Manager - Commerical HVAC

Overview

Custom Mechanical Solutions delivers energy-efficient HVAC systems across the Pacific Northwest, with deep expertise in healthcare, education, data centers, and retrofit projects. We work with top manufacturers to meet performance and sustainability goals—always focused on quality, care, and progress.

If you're ready to grow your career, we're glad you found us. At CMS, you'll join a team that supports your development and gives you space to make an impact. We review every application carefully and appreciate your interest in growing your career with our team.

Location : Portland, OR. 100% commission position / eligible for draw.

The company culture values honesty, integrity, dedication, resourcefulness, independence, and taking ownership.

Job responsibilities

• Identifies potential opportunities with existing and new customers.
• Collects project data and compares to CMS's capabilities.
• Develops relationships with multiple buying influences in the customer's organization, including project managers, project engineers, construction, purchasing, and accounts payable.
• Builds partnering relationships with contractors and consultants responsible for the decision-making process to drive the sales of CMS offerings. Actively listens, probes and identifies concerns.
• Determines project needs, constraints, and responsibilities to meet customer's HVAC system design and installation requirements.
• Develops, evaluates, and discusses possible solutions with customer.
• Responsible for project take-off, selection, and pricing of equipment and services.
• Develops project fulfillment schedule. Responsible for ordering, tracking, customer follow-up, and management of project.
• Responsible for the preparation and review of the proposal. Determines price and selling strategy.
• Reviews and compares contract terms and conditions with CMS contract standards.
• Presents the proposal and negotiates price, terms, and conditions with customer.
• Determines customer needs, develops and executes an account specific business plan.
• Assists in the development of CMS sales and marketing plans and strategies. Aids in the implementation of these strategies and action plans. Provides total account business activity reports and annual forecasts.
• Coordinates with consulting engineers in writing project specifications.
• Authorizes replacement, credit, or refund as necessary to facilitate the refund / exchange process including negotiation of back charges and customer disputes.
• Positively and credibly influences system design and construction with contractors and consultants. Frequently creates competitive, high quality and timely estimates, bids, proposals, and cost / benefit analysis. Effectively writes, presents and communicates bids. Negotiates value, addresses resistance when demonstrated and closes the sale.
• Assists customers in answering technical questions on HVAC systems, CMS products, system application alternatives, installation, operation, maintenance, and problem resolution.
• Flexibility to work outside normal work hours, as required.
• Maintains memberships with ASHRAE, USGBC and other industry organizations. Actively attends meetings.

Education & Experience Requirements

Bachelor's degree in engineering from four-year college or university; or equivalent combination of education and experience. Familiarity with HVAC systems and temperature control equipment preferred. The Account Manager works in a typical office environment with occasional visits to project sites, which includes outdoor work and work in mechanical / equipment rooms.

Account Managers must have exceptional written and verbal communications skills. Candidate must demonstrate the ability and willingness to communicate in a clear, concise, and diplomatic manner. Outstanding attention to detail and excellent organizational skills are critical, as are honesty and the ability to develop and maintain deep customer relationships based on trust. Candidate must be passionate about helping our customers to be successful, and must continually strive to improve their understanding of our customers in order to provide first-class customer service.

Equal Employment Opportunity

Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.

Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in CMS's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows :

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Voluntary Self-Identification of Disability

Form CC-305 — Page 1 of 1 — OMB Control Number 1250-0005 — Expires 04 / 30 / 2026

Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and your answer will be kept confidential.

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