Overview:
With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets.
JOB SUMMARY
The Territory Manager is responsible for developing and maintaining strong relationships with both existing and prospective customers within an assigned geography. This role is focused on driving revenue through both customer retention and new business development, ensuring high levels of customer satisfaction while meeting or exceeding sales targets.
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WHY JOIN US
We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include:
- Competitive pay from $120-130K+ depending on experience
- Medical, Dental, Vision and Prescription coverage
- Paid vacation and holidays
- 401(K) match
- Life insurance, AD&D and long-term disability
- Tuition reimbursement
- Opportunities available nationwide
- Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more
- Pet Insurance
- Legal Plan, and ID Theft Protection
Responsibilities:
- Owns the customer lifecycle within the assigned territory—proactively manages relationships to retain and grow existing accounts while identifying and closing new business opportunities.
- Develops and executes strategic territory plans that drive customer loyalty, expand service offerings, and meet sales and profit goals.
- Partners closely with the sales leadership and Operations teams to ensure customer needs are being met and issues are resolved promptly.
- Identifies under-served markets, untapped revenue potential, and new service opportunities aligned with company strategy.
- Conducts regular business reviews and check-ins with key customers to understand their evolving needs and ensure high satisfaction.
- Supports contract renewals, upselling, and cross-selling initiatives within the territory.
- Develops proposals, conducts presentations, and negotiates pricing to close new business in accordance with company guidelines.
- Keeps Salesforce CRM and other sales tools updated to ensure accurate forecasting, pipeline management, and activity tracking.
- Works with Sales Leadership to set and measure monthly, quarterly, and annual goals for both new business and retention metrics.
- Actively participates in the customer onboarding process and ensures smooth handoffs to internal teams.
- Embodies the CoolSys CARES culture (Collaboration, Accountability, Respect, Empowerment, Safety).
- Performs other duties as assigned.
- Bachelor’s degree in Business, Marketing or related field preferred, or solid work experience.
- 3–5 years of experience in sales, account management, or territory management, with demonstrated success in both customer acquisition and retention.
- Proven ability to manage a territory, maintain customer relationships, and drive results across a book of business.
- Prior experience selling service and maintenance agreements is strongly preferred.
- Industry knowledge in grocery retail, convenience stores, refrigeration, or HVAC is a plus.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM tools such as Salesforce.
- Strong interpersonal, communication, and presentation skills.
- Ability to work independently, prioritize workload, and manage multiple tasks simultaneously.
- Valid driver’s license with a clean driving record.
- Willingness to travel up to 35% of the time.
Today, there are 27 different companies that make up the CoolSys family of brands. Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth!
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CoolSys is an EEO/AA Employer. All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics are encouraged to apply.
Pre-employment background screening (criminal and MVR for driving positions) and drug testing are required for all positions. CoolSys will consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance.