Owner Direct Account Manager

Job Description

Job Description

A successful Owner Direct Account Manager is responsible for achieving revenue and margin goals by successfully acquiring maintenance agreements, quoted service projects, quoted repairs, building automation projects, turnkey projects and comprehensive solutions for existing buildings. While supporting the Havtech mission to deliver exceptional customer service throughout the sale and execution of projects involving HVAC equipment, building automation, and mechanical contracting services. This individual will be tasked to identify and coordinate Havtech provided solutions that can achieve or resolve a client’s environmental, operational, financial and people goals. 

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES  include the following. Other functions may be assigned.

• Prospects to locate and develop relationships with new clients.
• Maintains and cultivates existing client relationships
• Develops general working knowledge of all Havtech offerings.
• Develops and implements specific action plans that improve project closure rate and produce profitable business. 
• Develops necessary estimates as required.
• Leads or supports, depending on the opportunity, coordinated sales efforts involving multiple Havtech sales groups. Works effectively in a team selling environment.
• Collects and communicates to operations the pertinent project information required to successfully complete projects. 
• Coordinates and attends site reviews as required.
• Confirms project scope and bill of material with customers.
• Assist with the collection of Accounts Receivable as needed.
• Determines recommended selling strategy and initial pricing. 
• Presents the proposal, negotiates price and contract terms/conditions with customers.
• Stays current with local utility incentive programs and leverages associated rebates to improve project closure rate or project margins.
• Coordinates or engages in the project execution process as required.
• Resolves deviations in scope with the client to preserve client experience and satisfaction.

SUPERVISORY RESPONSIBILITIES

This position has no supervisory responsibilities.

QUALIFICATIONS

• Requires a Bachelor's of Science or Bachelor of Arts Degree in a technical or business related field or equivalent combination of education and/or experience. 
• Five years of experience in HVAC Sales or related technical field.
• Must possess excellent organizational skills and ability to prioritize multiple projects and tasks to meet competing deadlines. 
• Excellent customer relation and presentation skills.
• Must have basic PC experience in Windows environment, working knowledge of Microsoft Office (Word, Excel, and Outlook),
• Ability to travel within a defined region at least 50% of the time, overnight travel is not typical. 
• Ability to function independently and deliver results. 

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

DECLARATION

Human resources retains the sole right and discretion to make changes to this job description. Any employee making changes unauthorized by the president or human resources will be subject to disciplinary action up to and including termination