Account Installation Specialist

Account Installation Specialist

The Account Installation Specialist is responsible for installing and setting up new customer accounts and ensuring all installations are completed accurately, safely, and in accordance with company standards. This role serves as the first in-person point of contact for many new customers and helps deliver a professional and positive new account experience.

This position partners closely with sales and operations to support new account setup, complete field installations, and identify customer needs or additional opportunities in the field. This is a hands-on, field-based role that requires strong mechanical aptitude, organization, communication, and consistent execution across the assigned territory.

Supervisory Responsibilities:

• None

Essential Job Functions:

• Install and set up new customer accounts, including first aid cabinets, eyewash stations, AEDs, fire extinguishers, emergency lighting, and other safety equipment.
• Serve as the first in-person point of contact for new customers, delivering a professional experience that builds trust and supports long-term partnerships.
• Identify safety gaps and customer needs during installations and communicate opportunities for additional products or services.
• Support account growth by educating customers on compliance requirements, best practices, and available solutions.
• Use power tools and installation equipment to securely mount products on drywall, wood, metal, concrete, and other surfaces.
• Ensure all installations are completed safely, accurately, and in accordance with company standards and applicable regulations.
• Manage multiple installations and service-related tasks across the territory with strong organization time management, and attention to detail.
• Communicate clearly and proactively with customers, sales representatives, and internal teams throughout the installation process.
• Maintain accurate documentation of completed installations, equipment, and customer needs using company tools and systems.
• Partner with sales and operations teams to ensure seamless onboarding and accurate account setup, and a high-quality customer experience.
• Maintain company vehicle, tools, and equipment in a clean, organized, and operational condition.
• Represent the company professionally in all customer interactions.
• Perform other duties as assigned.

Experience & Qualifications:

• Experience in installation, field service, route-based roles, or customer-facing positions.
• Strong communication and interpersonal skills with a customer-focused and sales-minded approach.
• Mechanical aptitude with hands-on experience using power tools and installation equipment.
• Ability to identify opportunities, influence decisions, and recommend solutions in a customer-facing environment.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced, field-based environment.
• Ability to work both independently in the field and collaboratively with internal teams.
• Valid driver's license, clean driving record and ability to travel throughout assigned territory as needed.

• Proficiency with mobile tools, applications, or basic systems used for documentation and tracking.
• Demonstrated accountability for quality of work and customer experience.

Preferred Qualifications:

• Prior experience in safety services, facilities services, or industrial installation.
• Prior experience in route sales, field sales, or customer-facing service roles with account growth or upselling responsibilities.
• Familiarity with OSHA regulations or workplace safety equipment.
• Prior experience working in commercial or industrial environments.

Physical Requirements:

• Ability to use a computer, phone, and mobile applications in the field.
• Ability to stand, walk, and work in the field for extended periods, including up to 8 hours as needed.
• Ability to lift, push and install equipment up to 50 pounds.
• Ability to work in various environments, including indoor and outdoor settings.
• Ability to use power tools and installation equipment safely and effectively.
• Ability to drive a stocked van throughout assigned territory daily.

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.