New Equipment Account Executive

Cleaver-Brooks Sales and Service•Dallas, TX

About The Position

Reporting to the Director of Sales, Support, and Solutions, the New Equipment Account Executive develops, pursues, and closes new equipment opportunities across an assigned CBSS territory. The role expands customer value by identifying and delivering solutions from the Cleaver-Brooks new equipment portfolio and across CBSS’s seven Sales and Service Divisions. The Account Executive serves as the commercial lead throughout the project lifecycle, coordinating engineering, procurement, construction, and commissioning to ensure solutions meet customers’ technical, operational, schedule, and financial requirements. The position works with customers, consulting engineers, contractors, representatives, manufacturing teams, service leaders, and internal support functions to grow profitable equipment sales and strengthen long-term customer relationships. The role also connects new equipment installations to lifecycle services, including startup, planned maintenance, aftermarket parts, controls support, water treatment, and remote monitoring. It requires travel throughout the assigned territory and to customer, jobsite, manufacturing, and commissioning locations as business needs require.

Requirements

Bachelor’s degree in engineering, business, construction management, or a related field; equivalent relevant experience may be considered.
Demonstrated ability to develop and close complex, long-cycle opportunities involving multiple technical and commercial stakeholders.
Ability to interpret engineering drawings, specifications, bid packages, process requirements, and commercial contract terms.
Experience coordinating engineering, procurement, construction, startup, or commissioning activities for industrial or commercial projects.
Strong financial and commercial acumen, including pricing, margin management, forecasting, negotiation, risk assessment, and change-order management.
Excellent written, verbal, presentation, and relationship-management skills, with the ability to coordinate across customers, contractors, engineers, operations, and manufacturing teams.
Strong organizational skills, attention to detail, personal accountability, and ability to manage multiple opportunities and projects simultaneously.
Ability to travel throughout the assigned territory and to customer, jobsite, manufacturing, and commissioning locations as business needs require.

Nice To Haves

Five or more years of successful technical sales, capital equipment, boiler systems, industrial construction, or EPC-related experience preferred.
Working knowledge of boiler room systems, combustion, controls, emissions, water treatment, heat transfer, and related mechanical systems preferred.
Proficiency in Salesforce or an equivalent CRM and Microsoft Office applications; experience with ERP and quoting systems is preferred.

Responsibilities

Develop and execute a territory sales plan that supports bookings, revenue, margin, market-share, and strategic-account objectives for new equipment.
Identify, qualify, and pursue new equipment opportunities with end users, consulting engineers, mechanical contractors, EPC firms, developers, and other channel partners.
Conduct customer site visits and discovery meetings to understand operations, capacity needs, reliability concerns, emissions requirements, energy goals, project timing, funding, and decision criteria.
Position the Cleaver-Brooks new equipment portfolio and integrated boiler room solutions across CBSS’s seven Sales and Service Divisions, coordinating with appropriate business units and technical resources.
Develop budgetary proposals, technical-commercial presentations, and final quotations with estimating, applications engineering, product management, and manufacturing.
Build relationships early in project cycles to influence specifications, establish basis-of-design preferences, and differentiate value beyond equipment price.
Maintain an accurate Salesforce pipeline, including opportunity scope, value, AOD, probability, competition, next steps, forecast timing, and win/loss rationale.
Negotiate commercial terms within approved authority and close profitable orders that meet customer expectations and company requirements.
Lead commercial coordination of engineering, procurement, construction, and commissioning from initial concept through startup and turnover.
Coordinate design criteria, equipment selection, scope boundaries, utility requirements, controls integration, emissions compliance, and deliverables with customers and engineering resources.
Review bid documents, plans, specifications, and customer requirements; identify scope gaps, technical risks, exclusions, alternates, and value-engineering opportunities.
Coordinate procurement requirements, vendor quotations, submittals, lead times, purchase-order alignment, and long-lead components to support project schedules.
Partner with project management, contractors, and field teams on equipment delivery, installation planning, construction coordination, change management, and issue resolution.
Coordinate factory and field resources for startup, commissioning, performance verification, operator training, documentation, and customer acceptance.
Maintain accountability for commercial commitments and promptly escalate technical, schedule, contractual, safety, or financial risks.
Collaborate with CBSS General Managers, Service Sales, Account Executives, technicians, and branch teams to align equipment pursuits with local customer strategy and service capabilities.
Engage Cleaver-Brooks business units and subject-matter experts to develop technically sound, competitive, and executable solutions.
Lead structured order handoffs to project management, operations, finance, service, and other execution teams, documenting scope, schedule, commercial terms, customer expectations, and risks.
Monitor project progress and remain the customer’s commercial point of contact through delivery, installation, startup, and final acceptance.
Coordinate contract review, credit requirements, bonding or insurance needs, payment milestones, change orders, and collection support with appropriate internal teams.
Connect equipment installations to startup, planned maintenance, aftermarket parts, controls support, water treatment, remote monitoring, and other lifecycle service opportunities.
Provide timely forecasts, account updates, competitive intelligence, and market feedback to sales and business leadership.
Represent CBSS and Cleaver-Brooks at customer meetings, industry events, trade associations, and training activities as required.

Benefits

Competitive salary
Comprehensive benefits, including medical, dental, vision, maternity support program, discounted virtual physician visits, and voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury)
Flexible spending account (FSA) and health savings account (HSA)
Life insurance and short-term and long-term disability
Cash matching 401(k) plan
Employee assistance program (EAP)
Pet insurance
Employee discount program
Tuition assistance
Paid time off and 11 paid holidays