Service Account Executive (Sales)

Riddleberger Brothers Inc.•Mount Crawford, VA

37d

About The Position

Riddleberger Brothers, Inc. is seeking to hire an experienced and self-motivated sales professional to join our team as a Service Account Executive. We offer career opportunities that allow you to be part of a team and grow as an individual. Primary Purpose of this position: To market RBI as the premier commercial mechanical services provider in the area by focusing on retention and growth of our maintenance base. Responsible for recognizing customer needs and desires (within assigned account base) and obtaining additional work by attracting customers to the services that offer solutions and improvements.

Requirements

Bachelor's/Associate's degree preferred
1-3 years of sales experience highly preferred
3-5 years of HVAC or related trade experience preferred
Literacy in Microsoft office suite
CRM experience
Ability to write and comprehend reports, business correspondence, proposals, and manuals.
Comply with all safety standards, policies, and procedures
Regular and punctual attendance
Ability to work on a team and interact with people
Maintain a positive, cooperative, and teachable attitude
Ability to travel to job sites and occasionally have overnight stays
Ability to work 8-to-10-hour days, flexible schedule, and overtime when necessary
Participate in training and educational opportunities as offered or required by the company
Ability to pass a full background screening and drug screening
Valid driver's license required and ability to meet company driver qualification policy preferred
Any other duties assigned by supervisor or management

Responsibilities

Provides business reports on all accounts within assigned territories including but not limited to forecasting, prospecting list, and CRM management.
Converts leads into opportunities both in net new account environments and current customers but adequately responding to the lead and following the sales process with the customer.
Maintains continuous education on the offerings within the RBI portfolio including but not limited to: Preventative Maintenance, Comprehensive Maintenance, Time and Material, Quoted projects.
Maintains and continuous awareness and knowledge of the competitive landscape in a given territory and/or assignment.
Maintains a thorough knowledge base of all systems used.
Maintains selling activity standards meeting individualized KPI's such as prospecting, initial meetings, site surveys, validation meetings, and closing meetings.
Data entry into CRM for all weekly activities is required.
Prepares all pricing on maintenance programs with the local operations team getting approval on hours and materials quoted.
Maintains the customer relationship starting with prospecting through post sale.
Takes a stake in all open AR with customers in territory assignment.
Prepares all proposals in NorthBoundary.
Reviews the profitability of current contracted customers in Timberline to evaluate and determine renewal pricing.
Must be self-motivated and thrive in fast paced environments.
Takes a consultative approach to each account by developing HVAC and mechanical system related solutions for customer's objectives including financial and performance-based considerations.
Builds and maintains pipeline of small project work to help customers build a capital spending plan.
Works with the Customer Success Rep to build and deliver scheduled touch points to review services rendered, repair work completed, and small projects.
Acts as customer's main point of contact for all aspects of business done with RBI service facilitating communication between other departments.
Ensure all maintenance agreements are priced with the correct number of hours allocated to the agreement and an adequate margin is placed on all materials.
All service agreement pricing must be approved by the operations leader within a given territory.
Develops and maintains multiple relationships with buying influencers within an organization including facility managers, project managers, project engineers, purchasing, director of facilities, and director of operations.