Account Manager

Job summary

Manage assigned client accounts, respond to inquiries, prepare quotes and proposals, and coordinate with operations and technical teams to ensure timely, high-quality service. Monitor project and service status, support scheduling and work-order follow-up, identify opportunities for additional services and capital retrofits, and maintain client communications and account records.

Job details

Company Description Cynergy Mechanical has delivered quality, safety, and exceptional client care for more than 25 years, providing integrated mechanical solutions across the full building and equipment life cycle. The company specializes in heating, ventilation, air conditioning, refrigeration, plumbing, water treatment, preventative maintenance, capital retrofits, new construction, and building automation systems, as well as 24/7 service and energy management. Cynergy Mechanical serves a wide range of sectors throughout Ontario, including industrial, commercial, institutional, multi-residential, healthcare, education, government, entertainment, and senior care. Team members join a trusted service provider with a strong reputation for completing complex projects and building long-term client relationships. Role Description The Account Manager is a full-time, on-site role based in Etobicoke, ON, responsible for managing and growing client relationships in Cynergy Mechanical’s key sectors. Day-to-day, this role oversees assigned accounts, responds to client inquiries, prepares quotes and proposals, and coordinates with operations and technical teams to ensure timely and high-quality service delivery. The Account Manager monitors project and service status, supports scheduling, and follows up on work orders to help meet client expectations and contractual commitments. This position also identifies opportunities for additional services or capital retrofits, supports budgeting and forecasting for accounts, and collaborates with internal stakeholders to address issues and improve service. Regular client meetings, site visits, and documentation of activities in CRM or internal systems are essential to maintaining strong communication and accurate records. Qualifications Client relationship management and account management skills, including experience handling multiple commercial or institutional accounts. Sales, business development, and negotiation skills to prepare proposals, support pricing discussions, and identify growth opportunities. Organizational, time management, and coordination skills for managing schedules, work orders, and follow-up activities. Communication and interpersonal skills for clear, professional interaction with clients, internal teams, and external partners. Ability to understand mechanical, HVAC, plumbing, and building systems concepts sufficient to discuss services and projects with clients. Proficiency with CRM tools, Microsoft Office (Word, Excel, Outlook), and basic reporting or documentation practices. Previous experience in mechanical contracting, building services, facilities management, or a related field is an asset. Post-secondary education in business, marketing, engineering, or a related discipline, or equivalent relevant experience. Commitment to health, safety, and environmental compliance

What you’ll do

Manage assigned client accounts, respond to inquiries, prepare quotes and proposals, and coordinate with operations and technical teams to ensure timely, high-quality service. Monitor project and service status, support scheduling and work-order follow-up, identify opportunities for additional services and capital retrofits, and maintain client communications and account records.

Requirements

Requires account and client relationship management experience, sales and negotiation ability, strong organization and communication skills, and familiarity with mechanical, HVAC, plumbing, or building systems. Proficiency with CRM tools and Microsoft Office is expected; relevant industry experience and post-secondary education in business, marketing, engineering, or a related discipline are assets or may be replaced by equivalent experience.

Listed skills

• Time management · Preferred
• Account Management · Preferred
• Sales · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• scheduling · Preferred
• Client Relationship Management · Preferred
• CRM Tools · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Account Management
• Sales
• Business Development
• Negotiation
• Proposal Preparation
• Pricing Discussions
• Scheduling
• Work Order Coordination
• Time Management
• Communication
• Mechanical Systems Knowledge
• HVAC Knowledge
• Plumbing Systems Knowledge
• CRM Tools
• Microsoft Office

Job areas

• Sales
• Management & Leadership
• Customer Service & Support
• Construction
• Engineering