Job Details
Job Title: HVAC Account Executive
Reports To: Sales Manager
Summary:
The Account Executive will be responsible for generating sales for the company through multiple avenues. They will work with assigned HVAC Technicians to price up pull through work and send quotes to customers. Respond to customer requests for quotes to replace or upgrade equipment in their facilities. Identify, develop, and sell Preventive Maintenance agreements which will provide a core business for DMS and the sales executive. Follow up with all customers on quoted projects. Work with customers to maintain relationships and generate repeat business and renew PMA s.
Core Responsibilities:
Quote projects identified and developed by assigned field personnel.
Quote pull through work identified by field personnel.
Identify new customers for quoted projects and PMA s.
Enter quotes in Sage with accurate estimates.
Enter Preventive Maintenance Agreement contracts in Sage.
Convert quotes to projects when approved by customers.
Issue purchase orders for all materials required for projects sold.
Issue subcontracts required for projects sold.
Work closely on a daily basis with Service Manager to track parts for projects.
Work closely on a daily basis with Coordinators.
Coordinate with Permit Coordinator as needed.
Work with Service Manager to help resolve customer disputes.
Qualifications and Experience:
Min 5 years experience in HVACR installations
Min 5 years experience in HVACR sales and estimating.
Knowledgeable in all HVACR systems
Required Computer skills: Excel, Word, Outlook
Team player, willing to work with management and co-workers.
Advanced customer service skills
Strong written and verbal communication skills
Clear and concise communication with customers, department managers
Must be able to multi task.
Must be able to thrive in a fast paced and changing environment.
Strong self motivation
Excellent organizational skills and ability to coordinate multiple appointments.