BAS Account Manager

BMS Outside Sales Position

If you thrive in a team-oriented workplace that challenges your skills, drives your career development, embraces diversity, and rewards innovation, with competitive pay and great employee programs, join the GDI Ainsworth team today!

The BMS Outside Sales position is critical to the growth of our Building Automation business, focusing on developing new opportunities, identifying projects, and delivering innovative building controls and energy management solutions. Success in this role requires strong problem-solving, communication, and relationship-building skills, with the ability to thrive in a fast-paced environment. The successful candidate will cultivate partnerships with mechanical, electrical, contractors, consulting engineers, building owners, and end users, while driving revenue growth through strategic account development and engagement throughout the project lifecycle.

Responsibilities

• Review Bid Requests, Plans & Specifications, etc. to qualify projects for appropriate action.
• Develop relationships with clients, mechanical contractors, and consulting engineers.
• Communicate with GDI Ainsworth – Building Automation Solutions Account Managers on all points of the specified work and any decision making required.
• Develop value engineered alternatives for client's consideration.
• Maintain bid lists and CRM entries accurately with timely updates to sales funnel for reporting to sales team and corporate.
• Receive estimating department phone calls. Handle bid requests phone calls, and query caller for project details.
• Estimate projects by developing formal client proposal, system sketches, and point lists with all detail required for subcontractor RFP and estimating system input including electrical budgeting.
• Maintain documentation by obtaining plans, specs, and addenda for qualification, bid, and change orders.
• Mark up floor plans and or use of Blue Beam software for scope of work take-off.
• Create the bid folder on server, project and quote number from CRM.
• Contact vendors and subcontractors to determine if they would like to bid their trade, electrical contractors, and suppliers, etc. Follow up with vendors for proposals required before bid deadline.
• Setup FTP site with plans, specs, and sales sketches for each project, for RFP to solicit subcontractor pricing.
• E-file all subcontractor and vendor proposals in project file.
• Update and maintain forecasting funnel with account managers' input.
• Prepare technical proposals.
• Prepare Ainsworth – Building Automation Solutions RFI documents.
• Complete prequalification forms.
• Distribute completed Ainsworth – Building Automation Solutions Proposal to bidding contractors.
• Follow up to confirm receipt of proposals and request next steps.
• Sales tracking by updating CRM.
• Follow up in a timely manner after bid, to determine status of project.
• Maintain mechanical contractors, electrical contractors, and engineers contact list in CRM.
• Generate the "Booking Package", distributing the packages to each department, coordinate project turnover.
• Update estimating database pricing.

Qualifications

• 3 years minimum sales, engineering, commissioning, project management, technical, or related experience in the building management systems (BMS), HVAC, electrical, and/or mechanical industries dealing with commercial clients.
• Confident, outgoing, ability to cold call on existing and new clients.
• Technical understanding of building management systems (BMS), building automation controls, HVAC, electrical, and mechanical systems.
• Self-motivated, ability to work as a team player.
• Organizational skills that include proficient computer skills. Ability to process contract estimates and documents in a timely fashion.
• Excellent communication and relationship-building skills…