Havis, Inc.

Account Executive

• Support the Sr. Account Executive in developing, organizing, and maintaining target account lists for assigned retail, material handling, distribution, logistics, hospitality, grocery, quick-service restaurant, and specialty retail accounts.
• Conduct account and market research to identify key decision makers, influencers, procurement contacts, technology stakeholders, current solutions in use, and potential business needs within target accounts.
• Assist with outbound prospecting activities, including email outreach, phone calls, LinkedIn engagement, meeting requests, and follow-up communications as directed by the Sr. Account Executive.
• Qualify leads and opportunities by gathering relevant account information, documenting customer needs, identifying potential fit for Havis products and escalating qualified opportunities to the Sr. Account Executive.
• Maintain accurate and timely account, contact, activity, and pipeline information in company-approved sales tools, including CRM and prospecting platforms.
• Prepare meeting agendas, account briefs, call notes, opportunity summaries, follow-up tasks, and other materials that support the Sr. Account Executive’s customer meetings and account development activities.
• Participate in customer discovery calls, internal account reviews, product discussions, and pipeline meetings to learn the sales process, capture key information, and support timely next steps.
• Coordinate with internal sales, marketing, engineering, and customer support teams to gather information, request materials, schedule follow-up, and help ensure customer needs are addressed professionally.
• Assist in preparing and tailoring customer-facing presentations, product overviews, sales decks, and proposal inputs in partnership with the Sr. Account Executive and Havis Brand Team.
• Develop working knowledge of Havis products, applications, target markets, partner ecosystem, and customer use cases to effectively support sales conversations and identify relevant solution opportunities.
• Monitor prospective and existing customer engagement activity, track follow-up commitments, and help ensure timely communication after meetings, demos, events, and outreach campaigns.
• Support brand awareness and business development by helping share approved Havis product announcements, company updates, event information, and relevant customer-facing content through professional channels, including LinkedIn.
• Assist with trade show preparation, customer visit planning, partner meeting coordination, sample logistics, lead capture, and post-event follow-up as directed by the Sr. Account Executive or Director of Sales.
• Travel as needed and as directed to support customer meetings, trade shows, product demonstrations, partner activities, and regional business development priorities.

Junior Account Executive, Southeast Region

• Proactively identify, cultivate, and pursue new business opportunities through targeted lead generation, outbound prospecting, and follow-up activities.
• Qualify inbound and outbound leads and route qualified opportunities to the appropriate sales channel, Regional Sales Manager, independent representative, or partner contact.
• Serve as an active member of the territory sales team by supporting the Regional Sales Manager with account development, opportunity management, appointment setting, and territory execution.
• Contribute to strategic territory planning by providing market insight, customer feedback, pipeline updates, and recommendations to support sales growth.
• Build, maintain, and strengthen professional relationships with existing customers, prospective customers, channel partners, independent representatives, end users, and value-added resellers.
• Provide responsive sales support to independent representatives, end users, and value-added resellers, including assistance with product information, configuration questions, availability, and quote coordination.
• Participate in monthly sales meetings by contributing accurate information related to pipeline activity, forecasted bookings, revenue expectations, and territory opportunities.
• Act as a first point of contact for sales inquiries and product configuration questions, ensuring requests are addressed professionally, accurately, and in a timely manner.
• Follow up on and coordinate requests for quotes, ensuring information is complete, deadlines are met, and internal stakeholders are aligned.
• Use and maintain multiple software applications, including CRM and sales support tools, to track customer interactions, opportunities, quote activity, and territory progress.
• Track, reconcile, and coordinate demo equipment to ensure accurate records, timely returns, and effective support for sales activities.
• Contribute expertise as a member of the inside sales team by identifying process improvements, sharing best practices, and supporting continuous improvement initiatives.
• Escalate customer issues to the appropriate Customer Service counterpart or internal stakeholder while maintaining ownership of communication and follow-up as needed.
• Schedule appointments and coordinate territory activities for the Regional Sales Manager to support prospecting, account engagement, and opportunity advancement.
• Partner with the Regional Sales Manager to keep CRM opportunities accurate, current, and aligned with the sales process.

Inside Sales Representative

Field Engineer

• Provide expert on-site and remote technical support, including system analysis, issue qualification, and resolution guidance.
• Diagnose problems, identify contributing factors, determine root cause, and recommend corrective actions.
• Record all customer-reported concerns and escalate to engineering and/or product teams when necessary.
• Create and maintain user guides, FAQs, service bulletins, and knowledge-base articles.
• Analyze returns, failure rates, and performance trends to identify improvement opportunities.
• Assist with customer engagement, project planning, product placement, and application feasibility assessment.
• Evaluate Havis equipment and components to assess functionality, performance, and compatibility across the entire product life-cycle: Interpret and communicate requirements related to power, connectivity, and performance.
• Develop and document procedures for system set-up, configuration, software/firmware integration, and driver requirements for product testing and deployment.
• Identify and communicate product limitations, design constraints, and non-conformance with industry standards.
• Define installation, configuration, and application support requirements across mechanical, electrical and software components.

Field Service Engineer

• Develop new business opportunities through targeted lead generation
• Qualify inbound and outbound leads and route to appropriate channels
• Support the Regional Sales Manager with account development
• Build and maintain relationships with customers and partners
• Provide responsive sales support to end users and representatives
• Participate in monthly sales meetings to contribute updates
• Act as a first point of contact for sales inquiries
• Track demo equipment and ensure timely returns
• Identify process improvements as a team member
• Schedule appointments and coordinate activities for the Regional Sales Manager

Inside Sales Representative, West Region

• The Account Executive is responsible for developing and expanding strategic customer relationships within assigned retail and material handling accounts.
• This role focuses on identifying high-value prospects, building strong relationships with decision makers and influencers, promoting Havis products and custom engineering solutions, and driving revenue growth across the designated region.
• Develop and maintain a prioritized target account list of approximately 75–80 retail organizations within the assigned region.
• Identify and qualify top material handling accounts within the assigned region.
• Research assigned accounts to identify key decision makers, influencers, procurement contacts, and other individuals involved in evaluating Havis solutions.
• Build and maintain productive relationships with key contacts at target and assigned accounts through consistent outreach and account development planning.
• Utilize Havis-approved sales and prospecting tools to manage pipeline activity and document account information.
• Collaborate with existing Havis sales team members to leverage established customer relationships.
• Engage Havis executive team members when appropriate to support strategic account development.
• Partner with the Havis partner team to establish and strengthen relationships with key technology partners.
• Work with the Havis Brand Team to develop and tailor sales presentations and product materials.
• Develop comprehensive product knowledge of Havis solutions within six months of the start date.
• Support brand awareness and customer engagement by promoting Havis product announcements and company updates.
• Attend industry trade shows, customer meetings, and other business development activities as directed by the Director of Sales.
• Evaluate competitor presence within target accounts and develop account strategies accordingly.
• Travel as needed to support customer engagement, partner collaboration, and other business development priorities.