Account Executive

Job Description:

The Account Executive is responsible for managing customer relationships and supporting commercial HVAC projects from initial planning through completion. This role works closely with internal teams, including sales, estimating, engineering, and project management, to ensure customers receive timely support and projects move forward smoothly.

Essential Duties and Responsibilities:

• Actively works with estimating, project management, sales support, inside sales and accounting to facilitate all project stages.
• Effectively manages large accounts with multiple business units.
• Supports customers by providing customer service and technical assistance.
• Communicate with customers in a high-volume environment via phone, email and in person.
• Required to make weekly customer visits to foster a relationship, follow-up quotes and to support new project development. This includes technical presentations and marketing events.
• Manage accounts of any size to support the business. Including supporting house account requests in a timely and courteous manner.
• Travel for customer factory visits, industry events and factory training
• Work with in-house engineering and the customer to promote products for basis of design.
• Prebid research – for new projects, research if it’s a re-bid or same project/opportunity. Set up project opportunities in the appropriate system.
• Understand product market pricing. Collect customer bid feedback and enter into CRM.
• Provide budget pricing based on a narrative and design development stages.
• Finalizing estimates through pre-bid reviews.
• Accurately perform product takeoff without needing manager or peer assistance.
• Capable of preparing submittals and orders using manufacturer databases and client software packages. Manage multiple projects at the same time.
• Work with Project Managers to review and track open orders, providing updates to internal and external stakeholders as needed.
• Perform customer credit review and gather information for materialman filing.
• Other duties, responsibilities, and activities may change or be assigned.

Additional duties may be assigned as needed to support business operations; however, such duties will be reasonable, job-related, and consistent with the scope, level, and classification of the position.

Required

• 8+ years of prior HVAC Account Management in the mechanical construction experience required.

Preferred

• Mechanical Rep firm experience.
• Bachelor’s Degree in Mechanical Engineering / Construction Management or related discipline, experience in lieu of education is acceptable.