About The Position

The Account Manager is responsible for prospecting for new accounts, providing clients with product services and information, maintaining existing client relationships, developing sales presentations, and following through on client relationships and opportunities. The role also includes maintaining client pricing and payments, managing accounts receivable, handling client correspondence, supporting quality assurance, and participating in industry and trade shows. The Account Manager researches prospective clients and projects through methods such as contacting chief engineers, property managers, and asset managers; making calls and visits; attending conferences; using the Internet; and leveraging existing relationships. The role develops and maintains relationships with prospective clients, collaborates with the Sales Manager, Branch Manager, and other team members to improve account programs and processes, and uses analysis and solution-based programs to maximize account sales growth, volume, and profitability. The position also prepares and delivers client presentations.

Requirements

  • Bachelor's degree in business or a technical discipline.
  • At least 3 years of experience in commercial HVAC service or a related field.
  • Relevant technical experience, preferably in a Facilities Management or Operations and Maintenance environment.
  • Strong customer presentation skills, sales aptitude, and financial acumen, including cost modeling for sales proposals.
  • Ability to make independent decisions.

Nice To Haves

  • Technical experience in a Facilities Management or Operations and Maintenance environment.

Responsibilities

  • Seek out and research prospective clients and projects using outreach, visits, conferences, the Internet, and existing relationships.
  • Introduce, develop, and maintain relationships with prospective clients.
  • Provide clients with product services and information, and maintain existing client relationships.
  • Develop sales presentations and follow through with clients and sales opportunities.
  • Maintain client pricing and payments, manage accounts receivable, and handle client correspondence.
  • Provide quality assurance support and participate in industry and trade shows.
  • Work with the Sales Manager, Branch Manager, and other team members to review and improve account programs and processes to meet targeted objectives.
  • Use analysis and solution-based programs to maximize sales growth, volume, and profitability for account clients.
  • Prepare and deliver client presentations.
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