New offer - be the first one to apply!

July 10, 2026

Inside Sales Account Manager, Comfort

Mid • On-site

Charlotte, NC

Department Description

Palmetto's HVAC channel team builds and grows a national network of HVAC contractor and dealer partner accounts that offer comfort plan financing solutions to homeowners. The team supports partner activation, financing volume growth, and new-to-program account development through relationship management and performance coaching.

Location

Charlotte, NC

Reporting

This position reports to the SVP, Head of HVAC & Heat Pump.

Summary of Role

The Inside Sales Account Manager, Comfort manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts. This role drives partner engagement, activates new accounts, grows financing volume, and generates new-to-program funded projects across markets without a dedicated field representative.

Responsibilities

  • Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets not covered by a field CAM territory.
  • Build strong relationships with business owners, sales managers, and key decision-makers through outbound calls, emails, and virtual meetings.
  • Serve as the primary point of contact for comfort plans, financing programs, and partner support.
  • Follow up with newly onboarded partners to drive activation.
  • Identify barriers to adoption and build action plans to increase utilization.
  • Develop strategies to grow financing penetration within existing accounts.
  • Identify upsell and cross-sell opportunities across product and program offerings.
  • Monitor account health and proactively re-engage dormant or underperforming partners.
  • Achieve monthly and quarterly goals for partner activation, application volume, funded projects, and active partner rates.
  • Maintain accurate forecasting and pipeline management in Salesforce.
  • Conduct virtual partner training on financing products and promotional programs.
  • Provide partner feedback to improve products, processes, and partner experience.

Qualifications

  • 3+ years of inside sales, account management, customer success, or business development experience.
  • Experience managing a book of business or customer portfolio.
  • Strong consultative selling and relationship-building skills.
  • Excellent verbal and written communication.
  • Self-motivated with strong organizational and time-management skills.
  • Experience using Salesforce or a comparable CRM platform.
  • Experience in HVAC, home services, or related contractor channels is a plus.
  • Familiarity with subscription-based home services or recurring revenue models is a plus.
  • Experience working within dealer or contractor certification programs is a plus.
  • Experience selling financing, fintech, or embedded financial products to SMBs is a plus.

Additional Information

Employment is contingent upon the successful completion of a background check.

Equal Employment Opportunity

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment decisions are based on qualifications, merit, and business need.

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We are committed to fostering a culture of support, growth, and excellence for our team that is the backbone of how we ensure we deliver exceptional patient care. What Sets Us Apart? Drive Innovation. Deliver Impact - Join a mission-driven team where your work directly contributes to advancing patient care. As a key player in a forward-thinking healthcare organization, you'll represent innovative solutions that truly make a difference for patients and families - today and into the future Make a Meaningful Impact – Help patients and families navigate their healthcare journey with compassion and dignity. Thrive in a Supportive Team – Work with a team who genuinely care and invest in your success. Grow Your Career – Take advantage of advanced training, mentorship, and career development opportunities. Competitive Pay & Benefits – Be rewarded for your dedication and expertise with a compensation package that truly reflects your value. Our benefits are thoughtfully designed to support your well-being—offering the flexibility, security, and resources you need to thrive both at work and in life. We celebrate success at every level, with meaningful recognition for both individual contributions and team achievements. Home Health Sales Account Manager / Account Executive Field-Based | Territory Ownership | Referral-Driven Growth The Account Manager is responsible for driving referral growth and admissions within an assigned territory by building and maintaining strong relationships with physicians, hospitals, skilled nursing facilities, assisted living communities, and other healthcare partners. This is a field-based, high-activity sales role focused on developing new business, expanding referral networks, and consistently meeting performance targets. Key Responsibilities Develop and grow a defined territory through proactive, in-person relationship building Establish and maintain referral partnerships with physicians, hospitals, SNFs, ALFs, and community providers Generate new business through consistent outreach, cold calling, and networking Drive admissions growth by meeting or exceeding defined referral and performance targets Serve as the primary point of contact for referral partners, ensuring strong communication and follow-through Collaborate with clinical and operational teams to support patient transitions and service delivery Maintain daily activity and pipeline tracking within CRM systems Represent the organization in the community through events, education, and professional engagement Required Qualifications Direct healthcare-related sales experience with responsibility for generating referrals and admissions Proven track record of meeting or exceeding sales or growth targets Experience managing a territory through in-person, field-based selling Demonstrated ability to build and sustain referral relationships across healthcare providers High level of self-motivation and accountability in a goal-driven environment Strong organizational skills with the ability to manage daily field activity, follow-up, and reporting Excellent communication and relationship-building skills Preferred Qualifications Direct home health or hospice sales experience Existing relationships within the local healthcare market Experience working with physicians, hospital discharge planners, or post-acute referral sources Familiarity with CRM tools and tracking sales activity Work Environment & Expectations Field-based role requiring daily in-person visits within the assigned territory High-activity expectations, including regular outreach, drop-ins, and networking Performance-driven environment with clear expectations tied to referral and admissions growth Requires strong time management and autonomy to balance prospecting, relationship management, and internal coordination Benefits Health & Wellness Medical, Dental, and Vision coverage Pharmacy benefits Virtual care and mental health support Flexible Spending Accounts (FSA) and Health Savings Account (HSA) Supplemental health and life insurance Financial & Protection 401(k) with company match Employee referral program Prepaid legal services Identity theft protection Work-Life Balance & Perks Generous paid time off Pet insurance Tuition and continuing education reimbursement All employment decisions are made without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. Candidates are evaluated based on job-related qualifications, skills, and business needs.

Healthcare

VitalCaring Group

Account Manager - Home Health Sales - (Sarasota)

Mid

On-site

Sarasota, FL

🏢 Summary: Field-based healthcare sales role focused on driving referral growth and home health admissions within an assigned territory. The position centers on building strong relationships with physicians, hospitals, and post-acute providers while meeting defined performance targets. It requires proactive prospecting, territory management, and consistent CRM-based activity tracking. 🗂️ Requirements: Direct healthcare-related sales experience generating referrals and admissions, Proven track record of meeting or exceeding sales or growth targets, Experience managing a field-based sales territory, Ability to build and maintain referral relationships with healthcare providers, Strong organizational skills for managing field activity and reporting, Proficiency in tracking sales activity in CRM systems, Excellent communication and relationship-building skills 📃 Skills: CRM, Sales, Prospecting, Cold-calling, Networking, Territory-management, Reporting 🏢 Description: Home Health Sales Account Manager / Account Executive Field-Based | Territory Ownership | Referral-Driven Growth Who We Are Founded in 2021, VitalCaring has grown into a leading provider of home health and hospice services, with over 100 locations across the country. We are committed to fostering a culture of support, growth, and excellence to ensure exceptional patient care. What Sets Us Apart? Drive Innovation. Deliver Impact - Join a mission-driven team where your work directly contributes to advancing patient care. Represent innovative solutions that make a difference for patients and families. Make a Meaningful Impact – Help patients and families navigate their healthcare journey with compassion and dignity. Thrive in a Supportive Team – Work with a team that invests in your success. Grow Your Career – Access advanced training, mentorship, and career development opportunities. Competitive Pay & Benefits – Comprehensive compensation and benefits designed to support your well-being, flexibility, and professional growth. The Account Manager is responsible for driving referral growth and admissions within an assigned territory by building and maintaining strong relationships with physicians, hospitals, skilled nursing facilities, assisted living communities, and other healthcare partners. This is a field-based, high-activity sales role focused on developing new business, expanding referral networks, and consistently meeting performance targets. Key Responsibilities Develop and grow a defined territory through proactive, in-person relationship building Establish and maintain referral partnerships with physicians, hospitals, SNFs, ALFs, and community providers Generate new business through consistent outreach, cold calling, and networking Drive admissions growth by meeting or exceeding defined referral and performance targets Serve as the primary point of contact for referral partners, ensuring strong communication and follow-through Collaborate with clinical and operational teams to support patient transitions and service delivery Maintain daily activity and pipeline tracking within CRM systems Represent the organization in the community through events, education, and professional engagement Required Qualifications Direct healthcare-related sales experience with responsibility for generating referrals and admissions Proven track record of meeting or exceeding sales or growth targets Experience managing a territory through in-person, field-based selling Demonstrated ability to build and sustain referral relationships across healthcare providers High level of self-motivation and accountability in a goal-driven environment Strong organizational skills with the ability to manage daily field activity, follow-up, and reporting Excellent communication and relationship-building skills Preferred Qualifications Direct home health or hospice sales experience Existing relationships within the local healthcare market Experience working with physicians, hospital discharge planners, or post-acute referral sources Familiarity with CRM tools and tracking sales activity Work Environment & Expectations Field-based role requiring daily in-person visits within the assigned territory High-activity expectations, including regular outreach, drop-ins, and networking Performance-driven environment with clear expectations tied to referral and admissions growth Requires strong time management and autonomy to balance prospecting, relationship management, and internal coordination Benefits Health & Wellness Medical, Dental, and Vision coverage Pharmacy benefits Virtual care and mental health support Flexible Spending Accounts (FSA) and Health Savings Account (HSA) Supplemental health and life insurance Financial & Protection 401(k) with company match Employee referral program Prepaid legal services Identity theft protection Work-Life Balance & Perks Generous paid time off Pet insurance Tuition and continuing education reimbursement All employment decisions are made without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. Candidates are evaluated based on job-related qualifications, skills, and business needs.

Healthcare

VitalCaring Group

Account Manager - Home Health Sales - (Sarasota)

Mid

On-site

North Port, FL

🏢 Summary: Field-based Home Health Sales Account Manager role focused on driving referral growth and admissions within an assigned territory through relationship-building with healthcare providers. The position requires proactive business development, territory management, and consistent achievement of performance targets. This is a high-activity, referral-driven sales role supporting patient transitions and home health services. 🗂️ Requirements: Direct healthcare-related sales experience generating referrals and admissions, Proven record of meeting or exceeding sales or growth targets, Experience managing a field-based sales territory, Ability to build and maintain referral relationships with healthcare providers, Strong organizational and time management skills, Ability to track daily activity and reporting, Excellent communication and relationship-building skills 📃 Skills: CRM, Sales, Prospecting, ColdCalling, TerritoryManagement, PipelineManagement, Networking, Reporting 🏢 Description: Join VitalCaring – Where Your Passion Changes Lives! Who We Are Founded in 2021, VitalCaring has grown into a leading provider of home health and hospice services, with over 100 locations across the country. We are committed to fostering a culture of support, growth, and excellence for our team that is the backbone of how we ensure we deliver exceptional patient care. What Sets Us Apart? Drive Innovation. Deliver Impact - Join a mission-driven team where your work directly contributes to advancing patient care. As a key player in a forward-thinking healthcare organization, you'll represent innovative solutions that truly make a difference for patients and families - today and into the future. Make a Meaningful Impact – Help patients and families navigate their healthcare journey with compassion and dignity. Thrive in a Supportive Team – Work with a team who genuinely care and invest in your success. Grow Your Career – Take advantage of advanced training, mentorship, and career development opportunities. Competitive Pay & Benefits – Be rewarded for your dedication and expertise with a compensation package that truly reflects your value. Our benefits are thoughtfully designed to support your well-being—offering the flexibility, security, and resources you need to thrive both at work and in life. We celebrate success at every level, with meaningful recognition for both individual contributions and team achievements. Home Health Sales Account Manager / Account Executive Field-Based | Territory Ownership | Referral-Driven Growth Description The Account Manager is responsible for driving referral growth and admissions within an assigned territory by building and maintaining strong relationships with physicians, hospitals, skilled nursing facilities, assisted living communities, and other healthcare partners. This is a field-based, high-activity sales role focused on developing new business, expanding referral networks, and consistently meeting performance targets. Key Responsibilities - Develop and grow a defined territory through proactive, in-person relationship building - Establish and maintain referral partnerships with physicians, hospitals, SNFs, ALFs, and community providers - Generate new business through consistent outreach, cold calling, and networking - Drive admissions growth by meeting or exceeding defined referral and performance targets - Serve as the primary point of contact for referral partners, ensuring strong communication and follow-through - Collaborate with clinical and operational teams to support patient transitions and service delivery - Maintain daily activity and pipeline tracking within CRM systems - Represent the organization in the community through events, education, and professional engagement Required Qualifications - Direct healthcare-related sales experience with responsibility for generating referrals and admissions - Proven track record of meeting or exceeding sales or growth targets - Experience managing a territory through in-person, field-based selling - Demonstrated ability to build and sustain referral relationships across healthcare providers - High level of self-motivation and accountability in a goal-driven environment - Strong organizational skills with the ability to manage daily field activity, follow-up, and reporting - Excellent communication and relationship-building skills Preferred Qualifications - Direct home health or hospice sales experience - Existing relationships within the local healthcare market - Experience working with physicians, hospital discharge planners, or post-acute referral sources - Familiarity with CRM tools and tracking sales activity Work Environment & Expectations - Field-based role requiring daily in-person visits within the assigned territory - High-activity expectations, including regular outreach, drop-ins, and networking - Performance-driven environment with clear expectations tied to referral and admissions growth - Requires strong time management and autonomy to balance prospecting, relationship management, and internal coordination Benefits Health & Wellness - Medical, Dental, and Vision coverage - Pharmacy benefits - Virtual care and mental health support - Flexible Spending Accounts (FSA) and Health Savings Account (HSA) - Supplemental health and life insurance Financial & Protection - 401(k) with company match - Employee referral program - Prepaid legal services - Identity theft protection Work-Life Balance & Perks - Generous paid time off - Pet insurance - Tuition and continuing education reimbursement All employment decisions are made without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. Candidates are evaluated based on job-related qualifications, skills, and business needs.

Healthcare

VitalCaring Group

Account Manager - Home Health Sales - (Sarasota)

Mid

On-site

Venice, FL

🏢 Summary: Field-based healthcare sales role focused on driving referral growth and admissions within a defined territory for home health services. The position centers on building strong relationships with physicians, hospitals, and post-acute providers while meeting performance targets. It offers competitive benefits, career growth, and a performance-driven environment. 🗂️ Requirements: Direct healthcare-related sales experience generating referrals and admissions, Proven track record of meeting or exceeding sales or growth targets, Experience managing a territory through in-person field sales, Ability to build and sustain referral relationships with healthcare providers, Strong organizational skills for managing daily field activity and reporting, High self-motivation and accountability in a goal-driven environment, Excellent communication and relationship-building skills 📃 Skills: CRM, Sales, TerritoryManagement, ColdCalling, Networking, PipelineTracking, HealthcareSales, ReferralManagement 🏢 Description: Join VitalCaring – Where Your Passion Changes Lives! Who We Are Founded in 2021, VitalCaring has grown into a leading provider of home health and hospice services, with over 100 locations across the country. We are committed to fostering a culture of support, growth, and excellence for our team that is the backbone of how we ensure we deliver exceptional patient care. What Sets Us Apart? Drive Innovation. Deliver Impact - Join a mission-driven team where your work directly contributes to advancing patient care. As a key player in a forward-thinking healthcare organization, you'll represent innovative solutions that truly make a difference for patients and families - today and into the future Make a Meaningful Impact – Help patients and families navigate their healthcare journey with compassion and dignity. Thrive in a Supportive Team – Work with a team who genuinely care and invest in your success. Grow Your Career – Take advantage of advanced training, mentorship, and career development opportunities. Competitive Pay & Benefits – Be rewarded for your dedication and expertise with a compensation package that truly reflects your value. Our benefits are thoughtfully designed to support your well-being—offering the flexibility, security, and resources you need to thrive both at work and in life. We celebrate success at every level, with meaningful recognition for both individual contributions and team achievements. Home Health Sales Account Manager / Account Executive Field-Based | Territory Ownership | Referral-Driven Growth The Account Manager is responsible for driving referral growth and admissions within an assigned territory by building and maintaining strong relationships with physicians, hospitals, skilled nursing facilities, assisted living communities, and other healthcare partners. This is a field-based, high-activity sales role focused on developing new business, expanding referral networks, and consistently meeting performance targets. Key Responsibilities Develop and grow a defined territory through proactive, in-person relationship building Establish and maintain referral partnerships with physicians, hospitals, SNFs, ALFs, and community providers Generate new business through consistent outreach, cold calling, and networking Drive admissions growth by meeting or exceeding defined referral and performance targets Serve as the primary point of contact for referral partners, ensuring strong communication and follow-through Collaborate with clinical and operational teams to support patient transitions and service delivery Maintain daily activity and pipeline tracking within CRM systems Represent the organization in the community through events, education, and professional engagement Required Qualifications Direct healthcare-related sales experience with responsibility for generating referrals and admissions Proven track record of meeting or exceeding sales or growth targets Experience managing a territory through in-person, field-based selling Demonstrated ability to build and sustain referral relationships across healthcare providers High level of self-motivation and accountability in a goal-driven environment Strong organizational skills with the ability to manage daily field activity, follow-up, and reporting Excellent communication and relationship-building skills Preferred Qualifications Direct home health or hospice sales experience Existing relationships within the local healthcare market Experience working with physicians, hospital discharge planners, or post-acute referral sources Familiarity with CRM tools and tracking sales activity Work Environment & Expectations Field-based role requiring daily in-person visits within the assigned territory High-activity expectations, including regular outreach, drop-ins, and networking Performance-driven environment with clear expectations tied to referral and admissions growth Requires strong time management and autonomy to balance prospecting, relationship management, and internal coordination Benefits Health & Wellness Medical, Dental, and Vision coverage Pharmacy benefits Virtual care and mental health support Flexible Spending Accounts (FSA) and Health Savings Account (HSA) Supplemental health and life insurance Financial & Protection 401(k) with company match Employee referral program Prepaid legal services Identity theft protection Work-Life Balance & Perks Generous paid time off Pet insurance Tuition and continuing education reimbursement All employment decisions are made without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. Candidates are evaluated based on job-related qualifications, skills, and business needs.

Technology

Kelso Industries

Project Manager

Senior

On-site

Conyers, GA

🏢 Summary: Experienced Mechanical Project Manager role overseeing commercial HVAC and mechanical construction projects from award through closeout. The position focuses on budgeting, scheduling, procurement, subcontractor coordination, customer relationships, and financial management to ensure safe, profitable, and high-quality project execution. Candidates should have strong commercial mechanical contracting experience and expertise in HVAC and construction project management. 🗂️ Requirements: 5+ years of project management experience in commercial mechanical contracting, Experience managing HVAC, piping, plumbing, or design-build mechanical projects, Understanding of mechanical systems, scheduling, procurement, and construction contracts, Experience managing project financials, billings, forecasting, and change orders, Ability to read and interpret construction drawings and specifications, Strong communication and customer relationship skills 📃 Skills: HVAC, Plumbing, Piping, Bluebeam, Procore, Scheduling, Procurement, Forecasting, Contracts, Hydronics, OSHA 🏢 Description: Together We Build – Partnership, Innovation, Excellence, and Safety At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical solutions nationwide. Strictly Mechanical is seeking an experienced Mechanical Project Manager (PM) to oversee commercial HVAC and mechanical construction projects from turnover through closeout. This role is responsible for project planning, financial management, procurement, customer relationships, subcontractor coordination, and overall project execution. The Project Manager serves as the primary point of contact for customers and ensures projects are completed safely, profitably, on schedule, and to the highest quality standards. We are specifically seeking candidates who have successfully managed projects for a mechanical contractor and understand the unique challenges of commercial HVAC and mechanical construction. What You'll Do (Responsibilities) - Manage commercial mechanical construction projects from award through closeout. - Own project budget, schedule, forecasting, and profitability. - Review plans, specifications, contracts, and submittals. - Manage RFIs, change orders, equipment procurement, and subcontractors. - Coordinate with General Contractors, field leadership, vendors, and customers. - Monitor labor productivity, project costs, and financial performance. - Lead project meetings and maintain proactive communication with stakeholders. - Ensure compliance with project specifications and company processes. - Drive project closeout activities including punch lists, warranties, O&M manuals, and final documentation. - Build and maintain strong customer relationships that lead to repeat business. What You'll Bring (Qualifications) - 5+ years of Project Management experience within commercial mechanical contracting. - Experience managing HVAC, piping, plumbing, or design-build mechanical projects. - Understanding of mechanical systems, project scheduling, procurement, and construction contracts. - Experience managing project financials, billings, forecasting, and change orders. - Ability to read and interpret construction drawings and specifications. - Strong communication and customer relationship skills. - Demonstrate and follow Strictly Mechanical's core values: Committed, Loyal, Equitable, Accountable and Reliable (C.L.E.A.R.). Preferred Qualifications - Bachelor's degree in Construction Management, Mechanical Engineering, or related field. - Experience managing commercial projects exceeding $1M-$5M in value. - Experience with Bluebeam, Procore, or similar construction management software. - Design-build project experience. - OSHA certifications. - Experience with hydronic systems. Work Environment Project Managers split their time between office-based planning in Conyers, GA 30013 and field-based coordination. This role requires flexibility to work in both professional settings and active construction sites, with exposure to weather, noise, and mechanical equipment. Regular travel to job sites is expected to support project execution and team collaboration. What We Offer (Compensation & Benefits) - Competitive salary: $110,000 – 140,000 (based on experience and skillset) - Company vehicle and gas card - Eligible for quarterly bonus incentive plan - Full-time employment with advancement opportunities - Health insurance: Medical, Dental, and Vision - Life Insurance - Paid Time Off (PTO) with holidays and vacation - 401(k) with profit sharing - Drug-free workplace - Tuition reimbursement Why Join Kelso Industries? Join us and be part of a team dedicated to creating efficient, sustainable, and high-performance environments that make a lasting impact across the industrial, commercial, and institutional sectors. Here you will experience: - Growth Opportunities: Develop new skills, take on exciting challenges, and advance your career in meaningful ways. - Company Culture: You'll thrive in an environment that supports your growth, values your contributions, and makes work fulfilling and enjoyable. - Impact: Your work directly contributes to meaningful outcomes, allowing you to see the difference you make and feel a sense of purpose every day. - Competitive Compensation & Benefits: You'll be rewarded fairly for your contributions while enjoying perks that enhance your financial security, health, and overall well-being. Kelso Industries celebrates diversity and is committed to creating an inclusive environment for all employees. We do not discriminate in any aspect of employment based on race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Kelso does business.