Teams at Watsco, Inc.

The Territory Account Manager develops contractor relationships, grows sales and market share, manages an assigned territory, and acquires new customers. Responsibilities include consultative selling, pricing negotiation, sales forecasting, customer problem resolution, dealer development, vendor collaboration, and hosting industry events. The role requires frequent customer meetings, territory planning, CRM usage, sales presentations, and achievement of individual and regional sales goals.

Re-engage lapsed and at-risk HVAC contractor accounts through phone, email, and text outreach. The specialist executes win-back campaigns, identifies customer attrition causes, negotiates approved incentives, manages account relationships, identifies upsell opportunities, and meets retention and revenue targets. Responsibilities also include CRM documentation, reporting recovered revenue and pipeline activity, partnering with sales teams, and providing feedback to leadership on customer objections and service issues.

Lead greenhouse gas emissions data collection, carbon accounting, Scope 1–3 analysis, reporting, regulatory compliance, dashboards, forecasting, and decarbonization strategy. The role uses analytics and AI-assisted tools to identify emissions trends and reduction opportunities, develops scenario models and roadmaps, improves data pipelines, and communicates recommendations to leadership and business stakeholders.