STRATEGIC ACCOUNT EXECUTIVE- BUSINESS DEVELOPMENT - HAYWARD, CA

STRATEGIC ACCOUNT EXECUTIVE - BUSINESS DEVELOPMENT

Job Summary

The Strategic Account Executive develops and manages relationships with strategic national accounts, and large end-users as assigned to obtain specifications for CHC's product lines.

This role drives revenue growth across multiple commercial product lines by ensuring that CHC’s products are specified Basis of Design by the strategic national accounts, and large end-users. CHC’s commercial products include HVAC-R, hydronic, plumbing, and FlowTherm Systems packaged products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.

Business Development

• Build and Maintain Key Relationships – Develop and sustain strong connections with engineers, purchasing teams, and decision-makers at national accounts and large end-users.
• Drive Product Specification – Advocate for CHC mechanical equipment to be specified as the Basis of Design in construction projects.
• Educate and Engage Clients – Conduct meetings and presentations to highlight product benefits and technical specifications, including coordinating joint calls with manufacturers and clients.
• Provide Technical Support – Assist clients throughout the specification and bidding process, ensuring they receive the necessary guidance and expertise.
• Collaborate with Manufacturers – Work closely with CHC-represented manufacturers to align product offerings with client needs and industry standards.
• Analyze Industry Trends – Monitor competitor activities and market trends to identify growth opportunities.
• Attend Industry Events – Represent CHC at trade shows, business meetings, and networking functions, including ASHRAE, ASPE, and vertical market segment events.
• Track and Report Progress – Maintain detailed records of account activities and project progress in Salesforce.
• Interpret and Price Bid Documents – Review construction bid documents to generate equipment selections and budget pricing using Salesforce.
• Manage Submittals – Create and follow up on submittal packages, including responding to client comments.
• Support Internal Teams – Provide technical support and strategic guidance to the Sales Department, FlowTherm, and Quotations/Submittal teams.
• Assist with Prior Approvals – Support Quote Developers with writing prior approval requests as needed.
• Select and Prepare Equipment Documentation – Utilize manufacturer sizing software to select equipment and prepare required client documents.
• Coordinate with Service Department – Work with the Service team to address corrective actions that require engineering support.

Administrative

• Support Business Development – Identify and report new leads to the Senior Director of Business Development.
• Maintain CRM & Project Records – Update Salesforce with new projects, client changes, and business activity; ensure accurate call reports and activity logs.
• Track Project Progress – Provide timely updates on project activity to the Business Tracking System.
• Communicate Effectively – Convey information clearly and concisely, both verbally and in writing, with customers and internal teams.
• Collaborate on Quotations – Assist the Quotations Department in estimating and preparing descriptions for custom-engineered product quotes.
• Stay Informed – Keep up to date on new product offerings and changes to existing products.
• Organize Client & Project Files – Maintain accurate and current project and client records in Salesforce.
• Problem-Solve Efficiently – Approach tasks resourcefully and find innovative solutions to challenges.

Technical

• Provide Product Specifications – Offer detailed specifications on CHC-represented products.
• Develop Training Materials – Create educational content on the application of CHC’s product lines.
• Conduct Training Sessions – Train clients, staff, engineers, and contractors on product use and application.
• Create Technical Documents – Assist in developing technical resources for engineering clients.
• Engage in Industry Events – Attend and actively participate in ASHRAE and ASPE meetings, including business and social functions.

EDUCATION AND EXPERIENCE

Required:

• B.S. in Mechanical Engineering or equivalent technical degree or suitable work experience.
• 5 years of experience with engineering, account management or inside or outside sales in the hydronic, steam, Airside (HVAC-R) or commercial plumbing industry.
• Strong technical knowledge of HVAC-R, hydronic, steam, plumbing systems and product support.
• Excellent communication, relationship building, presentation, and negotiation skills.
• Strategic thinker that is adept at managing complex sales processes.
• Proven ability to build and maintain relationships with key stakeholders.
• Ability to travel as required to engage with CHC locations, manufacturers, and strategic national accounts.

Preferred:

• Experience with Sales Force and Financial Force or similar ERP.
• Extensive knowledge of HVAC & R equipment and applications.
• Industry experience related to CHC’s represented product lines.
• Knowledge of regional market dynamics and customer bases.

SALARY RANGE: 140k Annually

This position requires full-time in-office attendance.

OTHER DUTIES

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice that will be reviewed and agreed upon mutual acceptance before implementation.

EEO STATEMENT

CHC is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

We are CHC...

Founded in the golden age of American industry in 1957, CHC has steadily positioned itself as a forerunner in the hydronic and HVAC solutions sector. With over six decades of persistent innovation and customer-focused evolution, CHC proudly stands as an emblem of industry excellence and reliability.

Our Legacy:

At CHC, we delve deeply into the intricate world of hydronics and HVAC equipment, steering innovation with every component we sell. We began as a small start-up with big ambitions, and through undeterred dedication, we emerged as industry leaders. Our long-standing presence in the market is not merely a testament to our robust products and services but also to the enduring relationships we have forged over the years with our clients, suppliers, and employees.

100% ESOP - A Testament to Our Commitment:

Our most defining moment came when we embraced an Employee Stock Ownership Plan (ESOP), making us a 100% employee-owned company. This transformative move exemplifies our unwavering belief in our workforce's potential and dedication. Ownership at CHC isn't just a title; it's the embodiment of true family values and teamwork. Each employee-owner remains a vital piece of our company's expansive mosaic, ensuring that every decision and effort translates into our collective success.

Family Values - Our Ethos:

CHC operates like a tightly-knit family, where each member's contribution is valued and nurtured. Our family values include trust, respect, and an inclusive approach to innovation and business growth. We believe that our strength lies in not just our advanced technologies or our industry prowess but also in the way we treat our people. At CHC, you're not a number – you're a cherished member of an ever-growing family.

Join Our CHC Family:

In a world that places immense value on individual progression, CHC invites you to be part of something more meaningful – a community where you can thrive both professionally and personally. As we continue to carve out new milestones and shatter benchmarks, we extend a warm invitation to professionals who yearn for a workplace that feels like home.

Our Vision:

We envision a future where every building breathes efficiently because of our hydronic and HVAC solutions and where our ESOP family of employee-owners continues to flourish. Driven by a shared purpose and a set of common values, we look forward to welcoming new members into our fold who resonate with our ethos of integrity, excellence, and familial comfort.

Embrace a career with CHC – where doors aren't just an entryway to the office but a gateway to a lifetime of opportunities and a workplace that reverberates with the warmth of family. Your journey with CHC isn't just about work – it’s about building a legacy, being a part of history, and above all, finding a place where you belong.

Join us at CHC, and let’s pave the path to a future brimming with possibilities, together.