Senior Account Executive - Commercial HVAC

Essential Duties and Responsibilities

To perform this job successfully, you must be able to perform each essential duty satisfactorily. Other duties or tasks assigned as required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions of this position include but are not limited to:

• Under supervision, manage and grow assigned territory or group of accounts consisting of building owners, end-users, and property managers.
• Achieve booking and gross margin goals.
• Customer relationships at this level are primarily operational and transaction oriented.
• Develop and implement plans to take advantage of all sales opportunities for assigned customers or territory.
• Effectively perform needs assessments and develop sales proposals, estimates, specifications, and presentations
• Work with operations, finance, legal, and other inside and outside resources as needed to obtain the sale.
• Follow through on sold projects to ensure satisfactory completion. Ensure a smooth sales-to-operations turnover and monitor progress.
• Assist in resolving installation, collections and other customer satisfaction issues as needed.
• Assist customers and potential customers with problems involving the use of company products and services and recommend suitable resolutions accordingly.
• Prepare accurate and thorough sales activity reports, forecast reports, and expense tracking.
• Participate in civic and professional organizations, and sales department meetings, workshops, and seminars. Continue to pursue in-depth product and service knowledge and acquire deeper selling, technical and financial skills.