Client Partnership Lead

Client Partnership Lead

G.E. Mechanical, LLC offers you more than just a salary and more of what makes life exciting and interesting. Beyond a competitive base salary with medical, vacation, holiday, and 401(k) benefits package. G.E. Mechanical offers you the opportunity to run your own projects, control the daily decisions that accompany any job and unlimited growth opportunities. Our team is our greatest asset. We want you to be the one who helps take us to the next level. If you're looking for more out of your career, for more out of life, then it's time to break-out of your comfort zone and apply today.

G.E. Mechanical, LLC. is a full-service mechanical contractor founded in 1984 by Gary E. Forosisky. Over the last 40+ years we have grown into one of the leading mechanical service providers in our region. Our specialties include HVAC, Refrigeration, Plumbing, Drain Cleaning, Environmental and Vacuum Truck Services, Emergency Underground Repairs, as well as Septic Pumping and Lift Stations. With locations in both Vineland and Cranbury, we are well positioned to provide 24/7 mechanical services to all of New Jersey, as well as Eastern Pennsylvania, and Northern Delaware. Our customers include a wide variety of building owners, contractors, industrial production facilities, commercial enterprises, municipal and government entities, and property managers. In addition to our Emergency Services, we also provide Design and Build Services, Construction Management, and Preventative/Reactive/Predictive Maintenance Programs.

Position Overview

The Client Partnership Lead (CPL) is the inside commercial and new-business development member of G.E. Mechanical's integrated sales team. The CPL builds qualified pipeline, develops assigned clients and prospects, converts inbound demand, executes outbound prospecting, and maintains the CRM and sales-operations discipline that keeps opportunities moving. The CPL owns account planning, contact and buying-committee development, reactivation, whitespace identification, follow-through, and data quality. Working as one team, the CPL drives inside development and account orchestration; the Client Solutions Lead (CSL) leads field relationships, discovery, commercial strategy, and closing; and the Client Service Estimator (CSE) provides technical assessment, scope, site/asset intelligence, and quotation support. Account assignments create accountability, not walls; every client inquiry receives capable ownership and a clear next step.

Responsibilities

New Business & Account Development:

• Actively develop an assigned portfolio of clients, prospects, and targets to create qualified pipeline and expand account value.
• Build practical account plans covering locations, contacts, buying committees, relationship strength, service history, current services, whitespace, and future potential.
• Prospect consistently through calls, email, account-based outreach, referrals, events, campaigns, re-engagement, and contact development; build relationships before an immediate need exists.
• Prioritize target accounts, dormant clients, expansion and cross-sell opportunities using CRM data, service history, market intelligence, and site information.
• Create qualified meetings and opportunities and engage the CSL, CSE, technical experts, or operations when field discovery, technical assessment, or quotation support is needed.

Inbound & Client Engagement:

• Provide a friendly, capable first response to inbound calls, inquiries, service needs, referrals, and commercial requests; first touch owns the response.
• Understand and document the client need, urgency, location, equipment/service context, contacts, and next action before coordinating support.
• Qualify inbound opportunities, identify additional recurring-service, maintenance, multi-site, and cross-trade needs, and ensure a clear next step.
• Handle appropriate requests directly and involve the CSL, CSE, service leader, or technical expert when deeper support is required.

CRM, Pipeline & Sales Operations:

• Maintain CRM as the reliable commercial system of record for accounts, contacts, activities, opportunities, stages, next steps, ownership, and relevant client intelligence.
• Monitor aging, stale opportunities, missing next steps, proposal status, follow-up requirements, and other conditions requiring commercial action.
• Support pipeline reviews, forecasting, dashboards, sales metrics, account reviews, and commercial operating cadences; help prevent opportunities from becoming lost or orphaned.
• Coordinate information and follow-up across the CSL, CSE, operations, service, and technical contributors, and identify workflow or data improvements that increase commercial effectiveness.

Shared Commercial Responsibilities:

• Collaborate with the CSL and CSE on discovery, qualification, account growth, site assessment, proposal/quote coordination, cross-selling, follow-up, and opportunity progression.
• Sell and close appropriate service, repair, and protection-agreement opportunities directly when they can be handled effectively through the CPL role.
• Support a team-first culture in which commercial credit follows actual contribution while client responsiveness and company growth remain more important than internal ownership boundaries.
• Act with integrity, urgency, accuracy, sound judgment, and strong follow-through; perform other duties as needed to support the commercial organization.

Minimum Qualifications:

High School diploma or GED and three (3) years of experience in inside sales, account development, client service, sales operations, CRM administration, service coordination, business development, commercial services, or a related role. Requires strong written and verbal communication, organization, initiative, problem-solving, outbound comfort, CRM/business-system proficiency, and the ability to balance immediate inbound needs with proactive development in a fast-paced environment.

Preferred Qualifications:

• Commercial HVAC-R, plumbing, environmental, mechanical service, facilities, construction, or industrial-services experience.
• Demonstrated success with new-business development, inbound conversion, outbound prospecting, account planning, reactivation, and relationship management.
• Experience with CRM, pipeline management, dashboards, reporting, data quality, and sales-process administration; Microsoft Dynamics preferred.
• Basic understanding of mechanical systems, service workflow, protection agreements, repair, and project opportunities.
• Proficiency in Microsoft Office/Teams and the ability to prioritize competing demands, maintain data accuracy, and collaborate effectively with clients and internal teams.

G.E. Mechanical, LLC is an Equal Opportunity/Affirmative Action Employer with a strong commitment to the achievement of excellence and diversity among its workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law.