Service Account Manager

Therma, a Legence company
For over 50 years, Therma has continued to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, facility-specific solutions with a pragmatic, cost-conscious approach. Today, the firm employs more than 1,100 people in 3 regional offices, and its clients represent a diverse range of market sectors, including Biopharmaceutical, Education, Healthcare, Food & Beverage, Commercial, Industrial and Data Center facilities. Our culture is open, innovative, collaborative, and fun – all reflected in recognition of Therma as a #1 Best Place to Work on multiple occasions. We create an environment that empowers & challenges employees, giving them the greatest opportunity to succeed.


Position Title: Service Account Manager
Location: San Jose, CA (In Office, and Field as Required)
Compensation: Base salary: $110,000–$150,000 per year. This role may be eligible for participation in discretionary bonus plan based on company and individual performance.
Notes: Actual compensation will be based on skills, experience, and work location, and may vary from the posted range. Hiring bonuses (and any guaranteed year-end bonuses) are administered under Company policy and are not earned until all stated conditions are met (e.g., active employment on the payment date). This posting reflects compensation at the time of posting and may be updated.
Position Summary
The Service Account Manager is responsible for driving new revenue growth while ensuring strong client retention and long-term partnerships. This role blends consultative selling, technical expertise, and project oversight to secure new business opportunities, expand existing contracts, and deliver consistent customer satisfaction. As the primary owner of the account, the Service Account Manager oversees all aspects of service delivery and profitability, building trusted relationships that position Therma as a long-term partner for client success.
Key Responsibilities
• Manage and grow service accounts, ensuring preventive maintenance delivery, client satisfaction, and retention.
• Acquire new business through consultative selling, building and maintaining relationships with landlords, facilities managers, and property managers.
• Develop and qualify leads, conduct site surveys/job walks, and prepare accurate proposals and estimates.
• Oversee assigned accounts, service coordination, projects, billing, client communication.
• Meet or exceed revenue quotas and profit margin targets across accounts and projects.
• Track project financials, conduct P&L analysis, and ensure adherence to margin requirements.
• Collaborate across internal disciplines (HVAC, plumbing, sheet metal, process piping, controls) throughout the sales cycle.
• Maintain accurate CRM/ERP records for contracts, proposals, customer interactions.
• Partner with service coordinators and operations staff to ensure seamless account and project execution.
• Identify opportunities for upselling, contract growth, and expanded service offerings.
• Conduct on-site work requirements safely, including equipment surveys
• Pursue continuous learning to stay current on HVAC technologies, industry standards, and customer needs.
• Demonstrate professionalism, reliability, and a client-first approach in all interactions
Required Qualifications
• 5+ years of experience in HVAC sales, account management, project management, or a related commercial mechanical services environment
• Strong working knowledge of commercial HVAC systems, service operations, and preventive maintenance programs
• Demonstrated success in consultative selling, lead development, and closing project opportunities
• Experience conducting site surveys / job walks, developing scopes of work, and preparing accurate proposals and estimates
• Ability to track project financials, understand P&L impact, and manage work to targeted margins
• Strong customer relationship management skills with a client first, solutions oriented mindset
• Proficiency with CRM and ERP systems, along with Microsoft Office tools, to maintain accurate account and project records
• Excellent communication, organization, and follow through skills, with the ability to coordinate across teams
• Valid driver’s license with the ability to travel locally and safely access job sites, including climbing ladders and performing equipment surveys as required

Preferred Qualifications
• Bachelor’s degree in Business, Engineering, Construction Management, or a related field—or equivalent industry experience
• Experience working with property managers, facilities managers, and landlords in commercial or mixed use environments
• Exposure to or ex