Key Account Manager - HVAC/R

CSA Group • Plano, TX

2d

About The Position

The Key Account Manager (KAM) promotes continued growth and superior customer service for current customers within the HVAC/R market. Serves as an internal sales and customer contact for initial inquiries, quotes and service for assigned medium-sized accounts within an assigned area. Follows up on sales and marketing opportunities via e-mail, in-person and phone communications. Supports and promotes continued growth of new business for CSA Group TIC services. Engages in proactive company research and customer outreach to increase business from assigned medium-sized accounts.

Requirements

• Computer proficiency in Word, Excel, PowerPoint, (Microsoft Outlook or an equivalent CRM application) and database applications.
• Excellent verbal and written English communication skills.
• Excellent phone and customer service skills.
• Detail oriented and able to handle multiple tasks.
• Able to maintain positive contacts within all levels of the organization to exchange explain and interpret information or ideas and follow-up on client requests.
• Proven ability to consistently meet or exceed sales goals.
• Ability to prepare cost proposals promptly to meet customers’ needs.
• Strong organization and time management skills.
• Ability to draft and deliver sales presentations.

Nice To Haves

• Post-secondary education required.
• 2-4 years of sales experience in the HVAC/R product safety and performance testing space preferred
• Understanding of Salesforce and Workday a plus.
• Knowledge of the safety Testing, Inspection and Certification industry
• Must be able to travel up to 30% of the time

Responsibilities

• Initiates the sales process, providing preliminary and ongoing information to existing clients.
• Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group Testing, Inspection and Certification services.
• Contacts current customers and promotes CSA testing services including, but not limited to, certification, performance testing and Special Inspection / Field Evaluations (SI/FE), and engages in facilitating the appropriate internal contact when other services are needed
• Prioritizes work assignments and follow-up responses to client inquiries and proposals.
• Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the approach to secure new business.
• Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.
• Maintains accurate and complete client files, including the input of existing client information into the shared sales database.
• Works closely with the HVAC/R Business Manager
• Works closely with the Sales team to support and promote continued growth of new business.
• Works closely with customers to provide customer care on inquires, quotes and services with an assigned area.
• Works in conjunction with the Marketing team to provide administrative and coordination support for events, including pre-work, scheduling, mailings, marketing materials, and customer contacts.
• Prepares quotes for clients, using applicable questionnaires and worksheets.
• Sends proposals to clients and conducts follow-up calls to provide further information, answers questions and documents these activities for further follow-up, including Notices and FIR Findings where applicable.
• Maintains input of existing client information into Centra.
• Regularly follows up on open quotations and sales opportunities.
• Research customer accounts, identifies opportunities for growth and generating leads and demand.
• Expected to meet/exceed sales targets for assigned medium-sized accounts.

Benefits

• CSA Group is an Equal Opportunity Employer and is committed to diversity, equity, and inclusion. We prohibit discrimination and harassment of any kind based on any grounds stipulated by applicable laws. We are an organization where opportunities are based on skills and abilities, and differences are respected and valued. Please contact us at [email protected] if you require accommodation in the interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree