What are the responsibilities and job description for the Account Manager position at SBF Search, LLC?
In this exciting role as Owner Direct Account Manager role, you will be responsible for achieving revenue and margin goals by successfully acquiring maintenance agreements, quoted service projects, quoted repairs, building automation projects, turnkey projects and comprehensive solutions for existing buildings. While supporting the mission to deliver exceptional customer service throughout the sale and execution of projects involving HVAC equipment, building automation, and mechanical contracting services. This individual will be tasked to identify and coordinate solutions that can achieve or resolve a client’s environmental, operational, financial and personnel goals.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES include the following. Other functions may be assigned.
- Prospects to locate and develop relationships with new clients.
- Maintains and cultivates existing client relationships
- Develops general working knowledge of all offerings.
- Utilizes account management processes for target customers.
- Develops and implements specific action plans that improve project closure rate and produce profitable business.
- Develops necessary estimates as required.
- Converts leads into opportunities.
- Develops opportunities through networking and professional organizations.
- Leads or supports, depending on the opportunity, coordinated sales efforts involving multiple sales groups. Works effectively in a team selling environment.
- Develops customer relationships at various levels of customer organization.
- Collects and communicates to operations the pertinent project information required to successfully complete projects.
- Coordinates and attends site reviews as required.
- Must be committed to operating within the Safety protocols.
- Confirms project scope and bill of material with customers.
- Assist with the collection of Accounts Receivable as needed.
- Determines recommended selling strategy and initial pricing.
- Presents the proposal, negotiates price and contract terms/conditions with customers.
- Stays current with local utility incentive programs and leverages associated rebates to improve project closure rate or project margins.
- Follows up with buying influences to secure orders.
- Coordinates or engages in the project execution process as required.
- Resolves deviations in scope with the client to preserve client experience and satisfaction.
- Consistently ascertains customer needs and current market opportunities.
- Develops positive relationships with leadership and employees.
QUALIFICATIONS
- Bachelor's of Science or Bachelor of Arts Degree in a technical or business related field or equivalent combination of education and/or experience.
- Five years of experience in HVAC Sales or related technical field.
- Well-developed sales skills.
- Must possess excellent organizational skills and ability to prioritize multiple projects and tasks to meet competing deadlines.
- Excellent oral/written communication skills.
- Excellent customer relations and presentation skills.
- Must have basic PC experience in Windows environment, working knowledge of Microsoft Office (Word, Excel, and Outlook),
- Ability to travel within a defined region at least 50% of the time, overnight travel is not typical.
- Ability to function independently and deliver results.
BENEFITS
- Comprehensive medical, dental, and vison insurance with low deductibles.
- 100% employer paid Basic Life and AD&D insurance
- 100% employer paid Short-Term Disability
- 100% employer paid Long-Term Disability
- 401K plus match
- Tuition Assistance
- Employee Assistance Program
- Generous vehicle allowance, PTO, and numerous paid holidays
- Uncapped incentive program
- ...and more!