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Custom Mechanical Solutions

Account Manager - Commercial HVAC

Account ManagementConfirmed live in the last 24 hours
Full-timePortland, OR, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in engineering from a four-year college or university, or an equivalent combination of education and experience.
  • Familiarity with HVAC systems and temperature control equipment is preferred.
  • Exceptional written and verbal communication skills, with the ability and willingness to communicate clearly, concisely, and diplomatically.
  • Strong attention to detail and organizational skills.
  • Ability to develop and maintain customer relationships based on trust.
  • Flexibility to work outside normal work hours as required.
  • The role involves working in a typical office environment, with occasional project-site visits that may include outdoor work and mechanical or equipment rooms.

Responsibilities

  • Develop long-term customer relationships and maximize account penetration and customer retention with contractor and consulting engineer accounts.
  • Promote company products and services by providing technical solutions to customers' business and operational needs and demonstrating applicable technical knowledge.
  • Expand the depth of offerings within each account and participate as a member of account teams for key and target customers and projects.
  • Identify potential opportunities with existing and new customers.
  • Collect project data and compare it with company capabilities.
  • Develop relationships with multiple buying influences in customers' organizations, including project managers, project engineers, construction, purchasing, and accounts payable.
  • Build partnering relationships with contractors and consultants involved in decision-making to drive sales; listen actively, probe, and identify concerns.
  • Determine project needs, constraints, and responsibilities to meet customers' HVAC system design and installation requirements.
  • Develop, evaluate, and discuss possible solutions with customers.
  • Perform project take-offs, select equipment and services, and determine pricing.
  • Develop project fulfillment schedules and manage ordering, tracking, customer follow-up, and project execution.
  • Prepare and review proposals, determine pricing and selling strategy, and present proposals to customers.
  • Review contract terms and conditions against company standards, and negotiate price, terms, and conditions with customers.
  • Determine customer needs and develop and execute account-specific business plans.
  • Assist in developing and implementing sales and marketing plans and strategies; provide account business activity reports and annual forecasts.
  • Coordinate with consulting engineers on writing project specifications.
  • Authorize replacements, credits, or refunds as needed to facilitate refund or exchange processes, including negotiating back charges and customer disputes.
  • Influence system design and construction with contractors and consultants; prepare estimates, bids, proposals, and cost-benefit analyses; write and present bids, negotiate value, address customer resistance, and close sales.
  • Assist customers with technical questions about HVAC systems, company products, system application alternatives, installation, operation, maintenance, and problem resolution.
  • Maintain memberships in ASHRAE, USGBC, and other industry organizations, and attend meetings.

About the Company

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