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About the role
Key responsibilities & impact- Be a trusted advisor to the C-Suites of the companies largest customers of over $2MM annually and over 1MM square feet.
- Manage 5-7 key accounts effectively and efficiently.
- Source and contact potential clients weekly, documenting and reporting findings accurately, thoroughly and timely.
- Maintain and update CRM software regularly.
- Work with team members to generate additional work for Services, creating and maintaining higher profit margins for both maintenance and project work.
- Participate in relevant training provided by and outside of the company.
- Determine customer needs, estimate all sourced work, suggest upgrades, and develop/present solutions based on the Company service offerings.
- Monitor and report on sales plan goals to meet or exceed them.
- Develop and maintain an active proposal backlog to support achieving designed sales plan.
- Develop long-term relationships to create brand loyalty.
- Thoroughly learn the company's service offerings to educate clients and persuade sales.
- Assist team in creating and carrying out a successful sales strategy.
Requirements
What you’ll need- Ten (10) years' experience in HVAC, Mechanical or related sales, selling owner-direct projects and maintenance agreements.
- Proven track record of repeatedly exceeding established sales goals of over $5MM annually.
- Proven track record of account management and retention.
- Working knowledge of Microsoft Word, Excel and PowerPoint.
- Ability to provide innovative ideas for excellent customer care.
- Organized and self-motivated with the ability to source leads, make cold calls, follow up calls and visit potential clients.
- Professional manner and appearance.
- Effective verbal and written communication skills.
- Detail-oriented and willing to tackle various ongoing projects in a fast-paced environment.
- Versed in the industry and the Company's competitors.
- Ability to multitask and perform duties outside of the scope of work when necessary.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
HVACMechanical salesAccount managementSales strategyLead sourcingCold callingProposal developmentSales goal achievementCustomer careProject estimation
Soft Skills
OrganizedSelf-motivatedEffective communicationDetail-orientedInnovativeRelationship buildingMultitaskingProfessionalismTeam collaborationPersuasion