What are the responsibilities and job description for the Icon Strategic Account Manager position at Icon Boiler?
SUMMARY: This role requires a results-driven and customer-focused Strategic Account Manager with deep experience in the Boiler industry to manage and grow key client relationships. This individual will play a critical role in driving revenue growth, delivering value-added solutions, and aligning customer needs with our strategic Boiler offerings — including equipment, service, and contracting solutions.
The Strategic Account Manager will serve as a trusted advisor to high-value clients, ensuring long-term partnerships and consistent performance across large, complex accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Account Management: Own and manage a portfolio of strategic Boiler accounts. Act as the primary point of contact, ensuring customer satisfaction, retention, and growth.
Strategic Planning: Develop, manage, and execute account plans that align with client goals and internal growth objectives. Identify long-term opportunities and coordinate resources to deliver Boiler solutions that add measurable value.
Sales Execution: Lead the full sales cycle—including discovery, proposal development, pricing, negotiation, and close—while collaborating with cross-functional teams in engineering, service, and operations.
Relationship Building: Cultivate executive-level relationships with key stakeholders. Serve as a trusted consultant and advocate for the customer within the organization.
Industry Knowledge: Maintain deep knowledge of Boiler systems, building automation, energy efficiency solutions, and industry trends to identify new opportunities and educate clients on emerging technologies.
Cross-Selling & Upselling: Identify opportunities to expand the scope of business across multiple offerings (e.g., service agreements, energy retrofits, equipment upgrades, digital solutions, heating solutions, and integrated security solutions).
Forecasting & Reporting: Provide accurate sales forecasts and pipeline updates. Track account performance and prepare regular reports for leadership. Log sales calls.
TEAMWORK:
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE: Associate’s degree required; Bachelor’s degree preferred; Minimum 3 years of outside sales experience and/or industry knowledge required. Proven success managing large or enterprise accounts.
COMPUTER SKILLS: MS Office, Salesforce, NetSuite
CERTIFICATES, LICENSES, REGISTRATIONS: Driver’s License, proof of insurance
LANGUAGE SKILLS: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to use hands to operate computer keyboard, and telephone and effectively communicate with others. The associate frequently is required to sit and reach with hands and arms. The associate is occasionally required to stand; walk; and stoop or kneel. The associate must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position works in a typical office environment, with occasional visits to other offices, plants, and jobsites. During these travel situations, the associate is occasionally exposed to wet and/or humid conditions, fumes or airborne particles, toxic or caustic chemicals, extreme heat, and vibration. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE: Associate’s degree required; Bachelor’s degree preferred; Minimum 3 years of outside sales experience and/or industry knowledge required. Proven success managing large or enterprise accounts.
COMPUTER SKILLS: MS Office, Salesforce, NetSuite
CERTIFICATES, LICENSES, REGISTRATIONS: Driver’s License, proof of insurance
LANGUAGE SKILLS: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to use hands to operate computer keyboard, and telephone and effectively communicate with others. The associate frequently is required to sit and reach with hands and arms. The associate is occasionally required to stand; walk; and stoop or kneel. The associate must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position works in a typical office environment, with occasional visits to other offices, plants, and jobsites. During these travel situations, the associate is occasionally exposed to wet and/or humid conditions, fumes or airborne particles, toxic or caustic chemicals, extreme heat, and vibration. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
The Strategic Account Manager will serve as a trusted advisor to high-value clients, ensuring long-term partnerships and consistent performance across large, complex accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Account Management: Own and manage a portfolio of strategic Boiler accounts. Act as the primary point of contact, ensuring customer satisfaction, retention, and growth.
Strategic Planning: Develop, manage, and execute account plans that align with client goals and internal growth objectives. Identify long-term opportunities and coordinate resources to deliver Boiler solutions that add measurable value.
Sales Execution: Lead the full sales cycle—including discovery, proposal development, pricing, negotiation, and close—while collaborating with cross-functional teams in engineering, service, and operations.
Relationship Building: Cultivate executive-level relationships with key stakeholders. Serve as a trusted consultant and advocate for the customer within the organization.
Industry Knowledge: Maintain deep knowledge of Boiler systems, building automation, energy efficiency solutions, and industry trends to identify new opportunities and educate clients on emerging technologies.
Cross-Selling & Upselling: Identify opportunities to expand the scope of business across multiple offerings (e.g., service agreements, energy retrofits, equipment upgrades, digital solutions, heating solutions, and integrated security solutions).
Forecasting & Reporting: Provide accurate sales forecasts and pipeline updates. Track account performance and prepare regular reports for leadership. Log sales calls.
TEAMWORK:
- Demonstrate and promote a spirit of cooperation and teamwork throughout the Company
- Continually look for ways to improve our processes and ability to serve our customers effectively
- Improve personal performance on a continual basis
- Provide responsive, professional and diplomatic customer service
- Answer customer calls and correspondence quickly and pleasantly
- Communicate with customers in a friendly, professional, and patient manner
- Perform all duties with the goal of building and maintaining long-term customer relationships
- Immediately address any customer’s concern and requests the involvement of other Company personnel as required
- Follow all company safety programs and report any non-compliance to your Supervisor
- Notify Supervisor or Safety Manager of any unsafe conditions
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE: Associate’s degree required; Bachelor’s degree preferred; Minimum 3 years of outside sales experience and/or industry knowledge required. Proven success managing large or enterprise accounts.
COMPUTER SKILLS: MS Office, Salesforce, NetSuite
CERTIFICATES, LICENSES, REGISTRATIONS: Driver’s License, proof of insurance
LANGUAGE SKILLS: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to use hands to operate computer keyboard, and telephone and effectively communicate with others. The associate frequently is required to sit and reach with hands and arms. The associate is occasionally required to stand; walk; and stoop or kneel. The associate must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position works in a typical office environment, with occasional visits to other offices, plants, and jobsites. During these travel situations, the associate is occasionally exposed to wet and/or humid conditions, fumes or airborne particles, toxic or caustic chemicals, extreme heat, and vibration. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
- Ability to pass drug screening
- Ability to prove US employment eligibility
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE: Associate’s degree required; Bachelor’s degree preferred; Minimum 3 years of outside sales experience and/or industry knowledge required. Proven success managing large or enterprise accounts.
COMPUTER SKILLS: MS Office, Salesforce, NetSuite
CERTIFICATES, LICENSES, REGISTRATIONS: Driver’s License, proof of insurance
LANGUAGE SKILLS: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to use hands to operate computer keyboard, and telephone and effectively communicate with others. The associate frequently is required to sit and reach with hands and arms. The associate is occasionally required to stand; walk; and stoop or kneel. The associate must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position works in a typical office environment, with occasional visits to other offices, plants, and jobsites. During these travel situations, the associate is occasionally exposed to wet and/or humid conditions, fumes or airborne particles, toxic or caustic chemicals, extreme heat, and vibration. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
- Ability to pass drug screening
- Ability to prove US employment eligibility