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Manages sales and customer relationships across an assigned territory for HVAC equipment and services. Responsibilities include consultative selling, prospecting, growing market share, developing contractors and dealers, negotiating pricing, meeting sales targets, resolving customer issues, analyzing market data, managing CRM opportunities, and representing the company at industry events.

Evaluates customer credit applications, reviews financial information, establishes credit limits, monitors account risk, and manages collections. The role investigates payment disputes, negotiates arrangements, tracks aging and bad debt exposure, supports reserve and write-off analysis, and maintains account records in ERP or CRM systems. It partners with Sales, Customer Service, Operations, and Finance to improve cash flow, reduce DSO, and balance revenue growth with credit risk.

Manages vendor pricing requests and quote submissions, develops financial and margin-impact models, analyzes competitive pricing, prepares executive business cases, and tracks approval, win/loss, and profitability metrics. Partners with Sales, Finance, Operations, vendors, and divisional leaders to improve pricing workflows, support negotiations, resolve data issues, and identify revenue and margin opportunities.

Manage the accounts payable and vendor returns/warranty functions, including invoice processing, reconciliations, payment planning, vendor relationships, controls, compliance, reporting, and audits. Lead and coach AP staff, establish KPI scorecards, monitor performance, resolve discrepancies and claims, and drive sustainable process improvements in a high-volume distribution environment.

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.

Processes high-volume invoices, credits, debits, and check requests across multiple companies. Reconciles vendor statements, analyzes invoices against purchase orders, resolves discrepancies, ensures proper approvals and GL coding, and supports weekly check runs and month-end close. Collaborates with vendors and internal teams, escalates irregularities, and helps improve accounts payable processes while meeting deadlines.

Embed with strategic clients to understand technical ecosystems, translate business needs into solutions, and build integrations, API connectors, ETL pipelines, data transformations, and workflow automation. Use AI-assisted development to deliver maintainable, observable production scripts and services. Lead technical discovery and architecture discussions with nontechnical stakeholders, while partnering with product and engineering teams to convert recurring customer needs into scalable product features.

Lead HVAC residential and contractor sales across an assigned region, managing profitability, market share, revenue targets, forecasts, and new account development. Oversee, mentor, and develop Territory Sales Managers while addressing performance opportunities. Represent the company at dealer meetings, conferences, trade shows, utility events, and industry associations. Support customer issue resolution and maintain knowledge of technical and product developments.

Territory Account Manager responsible for consultative selling and growing market share within assigned HVAC territory. Develop and maintain contractor relationships, meet weekly face-to-face meeting goals, negotiate pricing, achieve territory sales budgets, use CRM and Microsoft Office to track opportunities, support customers, attend industry events, and collaborate with regional and vendor partners to identify and execute growth opportunities.