Account Manager

• Prospect, build, and maintain customer relationships within the assigned territory
• Achieve or exceed sales objectives
• Serve as a technical sales consultant to customers
• Drive territory sales and margin growth
• Retain and renew current maintenance agreements by improving customer satisfaction through the MFA program
• Manage and nurture account relationships to drive renewals and repair opportunities
• Conduct sales planners and needs assessments to inform account targeting, installed-base expansion, and renewal efforts
• Assist Operations with resolving customer concerns
• Partner with the branch business development sales team to identify business development opportunities
• Communicate competitive feedback and market dynamics internally
• Use Otis sales tools to track opportunities, pipeline, and sales forecasts
• Manage opportunities in the CRM pipeline and provide accurate forecasting

• 2–4 years of experience in outside sales, or relevant experience in property management or HVAC sales
• Ability to work in a highly team-oriented and dynamic environment
• Strong written and verbal communication skills
• Customer-centric approach with a strong desire to achieve customer satisfaction
• Self-motivated and able to manage multiple simultaneous projects and responsibilities
• Comfort working in a technical environment using Microsoft-based computer software
• Strong leadership skills
• Goal-oriented and self-motivated
• Strong time management and organizational skills
• Bachelor’s degree or equivalent work experience required

Demonstrates expertise in outside sales and customer relationship management, with a focus on achieving sales objectives and enhancing customer satisfaction. Proficient in using CRM tools and Microsoft-based software to manage sales opportunities and forecasts.

• Outside Sales Experience
• Customer Relationship Management
• Technical Sales Consulting
• CRM Pipeline Management
• Sales Forecasting

• Sales Objectives Achievement
• Needs Assessment
• Account Targeting
• Sales Planning
• Margin Growth

• Strong Communication Skills
• Customer-Centric Approach
• Self-Motivated
• Time Management
• Organizational Skills

• Property Management
• HVAC Sales
• Customer Satisfaction
• Maintenance Agreements
• Business Development

• Otis Sales Tools
• CRM Software
• Microsoft-Based Software