CSA Group

Account Manager

• Promotes continued growth and superior customer service for current customers
• Serves as an internal sales and customer contact for inquiries, quotes, and service
• Engages in proactive company research and customer outreach
• Initiates the sales process and manages client relationships
• Works closely with the sales and marketing teams for support
• Contacts current customers to promote CSA testing services
• Prepares and sends proposals to clients and follows-up on them

Key Account Manager – Home and Commercial

• Initiates the sales process, providing preliminary and ongoing information to existing clients
• Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group services
• Prioritizes work assignments and follow-up responses to client inquiries and proposals
• Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the approach to secure new business
• Prepares cost proposals of services for clients, using applicable questionnaires and worksheets
• Maintains accurate and complete client files, including the input of existing client information into the shared sales database
• Works closely with the Sales team to support and promote continued growth of new business
• Works closely with customers to provide customer care on inquires, quotes and services with an assigned area
• Contacts current customers and promotes CSA testing services including, but not limited to, certification and SI/FE
• Prepares quotes for clients, using applicable questionnaires and worksheets
• Sends proposals to clients and conducts follow-up calls to provide further information, answers questions and documents these activities for further follow-up, including Notices and FIR Findings where applicable
• Maintains input of existing client information into Centra
• Regularly follows up on open quotations and sales opportunities
• Researches customer accounts, identifies opportunities for growth and generating leads and demand
• Expected to meet/exceed sales targets for assigned medium-sized accounts

Key Account Manager

• Initiates the sales process, providing preliminary and ongoing information to existing clients
• Manages the sales process by promptly responding to all inquiries and visits with clients
• Prioritizes work assignments and follow-up responses to client inquiries and proposals
• Manages the relationships with clients, identifying growth opportunities
• Prepares cost proposals of services for clients
• Maintains accurate and complete client files
• Identifies and communicates opportunities and competitive trends
• Develops ongoing business relationships and networks with clients and industry related groups
• Provides written and verbal reports including sales reports and customer visit reports

Strategic Account Manager – Industrial, Energy Storage

• As the Strategic Account Manager, you will be the primary customer contact with established Large Accounts within the HVAC/R.
• You will coordinate CSA Group activities and contacts for customers and ensures that we provide ‘one face’ to our customers.
• You will guide strategic planning around customer needs and service enhancements,
• Develop account strategies and forecast sales opportunities and implement and execute strategic plans to attain corporate objectives.
• Initiates the sales process, providing preliminary and ongoing information to existing clients.
• Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group services.
• Prioritizes work assignments and follow-up responses to client inquiries and proposals.
• Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the strategy to secure new business and communicates effectively with Operations for a seamless approach.
• Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.
• Maintains accurate and complete client files, including the input of new/existing client information into the shared sales database.
• Identifies and communicates opportunities and competitive trends.
• Develops ongoing business relationships and networks with clients and industry related groups.
• Provides written and verbal reports including sales reports, expense reports, customer visit reports, and customer presentations in a timely matter as required.
• Must be willing to travel as much as 50% of time and on weekends as required.

Strategic Account Manager – HVAC/R

Project Manager

• Initiating and executing projects from start to finish, with the ability to effectively manage multiple projects.
• Establishing and managing project processes and schedules, resource requirements, costs, quality, and risk.
• Assessing standards’ needs, developing business cases and plans to address the needs.
• Developing proposals and contracts, and conducting financial analyses for new projects.
• Creating and maintaining strong relationships and networks with stakeholders.
• Liaising with internal and external partners including clients, management, legal, and finance.
• Identifying research topics and participating on research projects to help generate knowledge to inform standards and advance the program strategy.
• Other related responsibilities.

Project Manager – Health Care and Well-being, Chef de Projet – Santé et Bien-être

• Establishes new account relationships to meet personal sales targets, emphasizing the entire value chain of CSA Group services available.
• Independently prospects for new customers within assigned territory, using various lead generation and direct solicitation methods.
• Contacts former CSA Group customers to attempt to regain work.
• Prepares written proposals of cost for services for clients, working with Technical Specialists and Operations staff.
• Participates in associations and outside organizations deemed appropriate by management.
• Provides periodic written reports on calls, customer contact, proposals, quotes, expenses, travel and tradeshow activities, as well as oral presentation as required.

Designer

• Design and develop training and educational solutions for external audiences on technical topics.
• Apply adult learning theory, instructional design models, and competency-based learning.
• Collaborate with external subject matter experts and the product management team to ensure content accuracy.

Education and Learning Designer

Manager

• Lead evaluation and testing projects within the designated product group, ensuring timely, high-quality delivery.
• Manage team performance through hiring, coaching, development, and performance management.
• Build strong customer relationships by providing proactive communication, technical guidance, and issue resolution.
• Support business planning, budgeting, forecasting, and resource planning for the assigned group.
• Monitor productivity, customer satisfaction, safety, and compliance, and implement corrective actions when needed.
• Prepare management reports and contribute to operational planning and continuous improvement initiatives.
• Communicate clearly with customers, team members, and leaders on priorities, risks, timelines, and project status.
• Foster collaboration across teams to resolve delivery issues, manage dependencies, and improve customer outcomes.
• Set clear goals, delegate effectively, and provide coaching that supports growth, accountability, and strong performance.
• Promote a positive team culture built on respect, feedback, continuous learning, and adaptability to change.
• Deliver multiple projects on time, on budget, and to quality standards while optimizing team utilization and margin.
• Allocate resources effectively, manage schedules, and ensure productivity targets are achieved.
• Drive continuous improvement in service delivery, technical execution, and operational efficiency.
• Identify and mitigate project, operational, and customer risks in a timely manner.
• Support complex customer opportunities, including commercial quotes and RFPs, as needed.

Product Group Manager, Field Evaluations

• Serves as the primary customer contact in the development of new accounts
• Works with Marketing to determine prospects, and help nurture the leads to develop accurate new account strategies to win business
• Fills the pipeline by utilizing company research tools
• Defines value in the eyes of the prospect
• Prioritizes leads and develops prospecting call plans
• Builds customer profiles and call plans
• Addresses why prospects are not currently using CSA, thus best addressing yellow lights and articulating CSA’s value proposition to win their business
• Establishes new account relationships to meet personal sales targets
• Independently prospects for new customers within assigned territory
• Contacts former CSA Group customers lost to other agencies to attempt to regain work
• Prepares written proposals of cost for services for clients
• Participates in associations and outside organizations deemed appropriate by management
• Establishes and maintains a list of contacts from experience, historic utilization reputation, influence and personal judgment
• Provides periodic written reports on calls, customer contact, proposals, quotes, expenses, travel and tradeshow activities

Account Manager – IE

• Serves as the primary customer contact in the development of new accounts.
• Works with Marketing to determine prospects, and help nurture the leads to develop accurate new account strategies to win business with companies that do not currently do work with CSA Group.
• Fills the pipeline by utilizing company research tools, defining value in the eyes of the prospect, prioritizing leads and developing prospecting call plans.
• Builds customer profiles and call plans that address why prospects are not currently using CSA, thus best addressing yellow lights and articulating CSA’s value proposition to win their business.
• Establishes new account relationships to meet personal sales targets, emphasizing the entire value chain of CSA Group services available.
• Independently prospects for new customers within assigned territory, using various lead generation and direct solicitation methods.
• Contacts former CSA Group customers lost to other agencies to attempt to regain work.
• Prepares written proposals of cost for services for clients, working with Technical Specialists and Operations staff.
• Participates in associations and outside organizations deemed appropriate by management.
• Establishes and maintains a list of contacts based on experience, historic utilization reputation, influence and personal judgment, including supplied contacts, as well as personally developed relationships.
• Provides periodic written reports on calls, customer contact, proposals, quotes, expenses, travel and tradeshow activities, as well as oral presentation as required.
• Evaluates industry reports, territory databases, external competitive information and develops territory analysis or provides input for presentation and reporting to manager.

Account Manager – EP

• Serves as the primary customer contact in the development of new accounts.
• Works closely with Marketing to determine prospects and help nurture leads.
• Independently prospects for new customers within assigned territory.
• Contacts former CSA Group customers lost to other agencies to attempt to regain work.
• Prepares written proposals of cost for services for clients.
• Provides periodic written reports on calls, customer contact, proposals, quotes, and expenses.