The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face. 

Responsibilities

Maintaining Customer Relationships

• Develop and maintain strong relationships with existing clients through regular communication and check-ins.
• Understand client needs and objectives and work collaboratively to develop tailored solutions that align with their goals.

Developing New Customer Relationships

• Seek out and develop customer relationships that target our vertical markets (K12, Healthcare, Government, etc.), designers and our partners in the contract sector that cater to our intended customer base.
• Understand new client needs and objectives and work collaboratively to develop tailored solutions that align with their goals.

Sales and Business Development

• Collaborate with the sales team to identify and capitalize on new business opportunities. Prepare and deliver compelling presentations and proposals to potential clients.

Project Coordination

• Liaise between clients and internal teams on an as needed basis to ensure our operations staff and our customers are supported.
• Work with the project management team on an as needed basis to support project progress and address any client sales or account concerns promptly.

Technical Assistance & Support

• Serve as a technical advisor for clients in sales or account manager related matters.
• Stay abreast of industry trends, technologies, and advancements in DDC controls to provide clients with the best possible solutions.

Contract Negotiations and Review

• Assist in the negotiation of contracts and agreements with clients, ensuring that the terms are accurate and align with the company's objectives.

Reporting and Analysis

• Prepare regular reports (Monthly) on account status and sales performance.
• Participate in monthly sales meetings and a yearly leadership meeting that may require travel to a different state.

Qualifications

• Education in Marketing, Engineering, or a related field.
• 3-5 years of experience in account management, preferably in the DDC controls or HVAC industry.
• Strong technical understanding of DDC control systems and their applications.
• Excellent communication and interpersonal skills.
• Ability to work both independently and as part of a team.
• Proficiency and/or willingness to learn CRM software, Microsoft Office Suite, Office 365, Bluebeam and Bidtracer.

Personal Attributes

• Proactive and customer-oriented approach.
• Strong problem-solving abilities.
• Detail-oriented with strong organizational skills.
• Ability to adapt to changing market conditions and client needs.
• High level of integrity and professionalism.

Account Assignments – Quality and Value

• A mix of 20-25 accounts with a projected revenue of $2M plus.

Performance Metrics

Regular conversations with key account personnel and their consultants / vendors.

• One (1) meeting/conversation per month with A level accounts.
• One (1) meeting/conversation per quarter with B Level accounts.
• One (1) meeting/conversation biannually (every six months) with C Level accounts.
• Regular conversations with mechanical contractors and mechanical consulting engineers in your region, and a minimum of 1 conversation a quarter with MCs/MEs for which you are the assigned relationship manager.
• Regular conversations with other relevant industry representatives (design groups and engineers, general contractors, owners’ representatives, etc.).

Average of $250K /month in pricing (new proposals, budgets, change orders & bids)