Account Executive

The primary role of the Account Executive is to develop new business and maintain existing business with customers.

• Develop prospecting plans and implement them to reach out to new customers
• Prepare and implement business development action plans for targeted customers
• Organize meetings with current and future customers to ensure strong relationships and/or successful business development activities
• Develop and prepare estimates, proposals and presentations
• Develop sales strategies and tactics in collaboration with the Sales Manager
• Participate in bid review sessions
• Utilize company’s Customer Relationship Management (CRM) software to organize and log activities.
• Attend weekly meetings with the Sales Manager in order to provide update on sales objectives, review individual results, and develop short-term forecasts
• Develop plans and take actions required to obtain necessary quota results
• Review weekly reports to monitor sales results in comparison to quota
• Maintain adherence to all company safety rules, regulations, procedures and practices
• Ensure that all sales activities are performed in accordance with company practices
• Attend company meetings and/or sales meetings as required
• Perform other duties as assigned by supervisor

• 3+ years of sales experience, prospecting to new customers and retaining existing customers
• Experience selling HVAC and mechanical building products and services a plus
• Ability to sell effectively in the areas of Service Agreements and project work
• Ability to deal diplomatically and effectively with customers and internal stakeholders
• Ability to use Microsoft Office, email, and CRM software packages
• Possess excellent administrative and analytical skills
• Ability to work independently without direct supervision
• Ability to travel as necessary to jobs and meetings