Equipment Account Executive

Position: New Equipment Account Executive
Position Summary Reporting to the Director of Sales, Support, and Solutions, the New Equipment Account Executive is responsible for developing, pursuing, and closing new equipment opportunities across the assigned CBSS territory. While CBSS maintains a primary focus on service and lifecycle support, this role expands customer value by identifying and delivering solutions from the Cleaver-Brooks new equipment portfolio and across CBSS’s seven Sales and Service Divisions.

The Account Executive serves as the commercial lead throughout the full project lifecycle, coordinating engineering, procurement, construction, and commissioning activities to ensure each solution meets the customer’s technical, operational, schedule, and financial requirements. This position works closely with customers, consulting engineers, contractors, representatives, manufacturing teams, service leaders, and internal support functions to grow profitable equipment sales and strengthen long-term customer relationships.

Key Responsibilities Sales & Opportunity Development Develop and execute a territory sales plan that supports CBSS bookings, revenue, margin, market-share, and strategic-account objectives for new equipment. Identify, qualify, and pursue new equipment opportunities with end users, consulting engineers, mechanical contractors, EPC firms, developers, and other channel partners. Conduct customer site visits and discovery meetings to understand plant operations, capacity needs, reliability concerns, emissions requirements, energy goals, project timing, funding, and decision criteria.

Position the Cleaver-Brooks new equipment portfolio and integrated boiler room solutions across CBSS’s seven Sales and Service Divisions, coordinating with the appropriate business units and technical resources to meet customer requirements. Develop budgetary proposals, technical-commercial presentations, and final quotations in partnership with estimating, applications engineering, product management, and manufacturing. Build relationships early in the project cycle to influence specifications, establish basis-of-design preferences, and create differentiated value beyond equipment price.

Maintain an accurate Salesforce pipeline, including opportunity scope, value, AOD, probability, competition, next steps, forecast timing, and win/loss rationale. Negotiate commercial terms within approved authority and close profitable orders that meet customer expectations and company requirements. Engineering, Procurement, Construction & Commissioning Lead the commercial coordination of the engineering, procurement, construction, and commissioning process from initial concept through startup and turnover.

Coordinate with customers and engineering resources to define design criteria, equipment selection, scope boundaries, utility requirements, controls integration, emissions compliance, and deliverables. Review bid documents, plans, specifications, and customer requirements; identify scope gaps, technical risks, exclusions, alternates, and value-engineering opportunities. Coordinate procurement requirements, vendor quotations, submittals, lead times, purchase-order alignment, and long-lead components to support the committed project schedule. Partner with project management, contractors, and field teams to support equipment delivery, installation planning, construction coordination, change management, and issue resolution.

Coordinate factory and field resources for startup, commissioning, performance verification, operator training, documentation, and customer acceptance. Maintain clear accountability for commercial commitments while promptly escalating technical, schedule, contractual, safety, or financial risks. Internal Coordination…