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Custom Mechanical Solutions

Account Manager - Commercial HVAC

Account ManagementConfirmed live in the last 24 hours
Full-timeBellevue, WA, USA

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.
  • The role involves a typical office environment with occasional project-site visits, including outdoor work and work in mechanical/equipment rooms.
  • Exceptional written and verbal communication skills are required.
  • Ability and willingness to communicate clearly, concisely, and diplomatically is required.
  • Strong attention to detail and organizational skills are required.
  • Honesty and the ability to develop and maintain deep, trust-based customer relationships are required.
  • A commitment to helping customers succeed and continually improving understanding of their needs to provide customer service is required.

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 customer business and operational needs and demonstrating applicable technical knowledge.
  • Expand the depth of offerings within each account and participate on 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 customer 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 customer HVAC system design and installation requirements.
  • Develop, evaluate, and discuss possible solutions with customers.
  • Perform project take-offs, select equipment and services, and develop pricing.
  • Develop project fulfillment schedules.
  • Order and track projects, follow up with customers, and manage projects.
  • Prepare and review proposals and determine pricing and sales strategies.
  • Review contract terms and conditions against company contract standards.
  • Present proposals and negotiate prices, terms, and conditions with customers.
  • Determine customer needs and develop and execute account-specific business plans.
  • Assist in developing company sales and marketing plans and strategies and help implement the strategies and action plans.
  • Provide total account business activity reports and annual forecasts.
  • Coordinate with consulting engineers to write project specifications.
  • Authorize replacements, credits, or refunds as needed to facilitate exchanges and refunds, including negotiating back charges and customer disputes.
  • Influence system design and construction with contractors and consultants.
  • Create competitive, high-quality, timely 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.
  • Work outside normal business hours when required.
  • Maintain memberships with ASHRAE, USGBC, and other industry organizations.
  • Attend meetings.

Desired Qualifications

  • Familiarity with HVAC systems and temperature control equipment.

About the Company

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