Engineering Account Executive

Engineering Account Executive

The Engineering Account Executive is responsible for driving revenue growth, delivering exceptional client experiences, and managing projects from initial sale through full completion. This role serves as the primary point of contact for clients, coordinating closely with internal teams and field personnel while ensuring all company standards, processes, and performance expectations are met. The Engineering Account Executive must consistently prioritize the client experience while meeting call, sales, and operational KPIs.

Core Values

All responsibilities are performed in alignment with the company's core values:

• Client First
• Inspiring Innovation
• Elevating Quality

Roles & Responsibilities

Specific job duties include, but are not limited to, the following:

Sales & Revenue Performance

• Meet or exceed a minimum monthly sales goal of $35,000 in booked revenue.
• Treat all incoming leads and calls as high-value opportunities.
• Sell engineering services and remain accountable for the project from sale through full completion.
• Prepare and send quotes for larger or more complex services.
• Follow up on unpaid completed jobs as outlined by leadership to ensure payment collection.

Call Handling & Communication Standards

• Answer incoming calls promptly, on the first ring.
• Maintain a minimum of 35 calls per day, split between inbound and outbound.
• Ensure gaps between calls do not exceed five minutes, unless approved by management.
• Be logged in, available, and ready to take calls at the start of each scheduled shift.
• Tag calls accurately in the phone system to receive the next inbound call.
• Respond to text messages within five minutes of receipt.
• Maintain professional, clear, and courteous communication across all channels.

Customer Service & Client Experience

• Provide top-tier customer service through phone, email, and written communication.
• Assist clients with scheduling appointments and addressing service-related inquiries.
• Respond to and organize incoming emails in a timely manner.
• Keep clients informed and updated throughout the lifecycle of their project.
• Act as a liaison between clients, internal agents, and field personnel to ensure seamless project execution.

Project & CRM Management

• Manage projects from initial sale through final completion.
• Enter all leads and customer information into the CRM immediately upon receiving a phone call or lead from providers.
• Perform accurate data entry for scheduled appointments and project updates.
• Work through daily follow-up task lists to ensure no opportunities or client needs are missed.

Internal Collaboration & Compliance

• Use Microsoft Teams to stay actively engaged with teammates and leadership throughout the workday.
• Follow all company policies, procedures, and workflows as outlined by leadership.
• Adhere strictly to the company attendance policy.
• Maintain accountability for performance metrics and operational standards.

Remote Work & Technical Requirements

• Maintain reliable internet and power service.
• Ensure access to a backup work location in the event of internet or power outages to avoid service interruptions.

Performance Expectations & KPIs

• Achieve or exceed required call volume and sales benchmarks.
• Maintain responsiveness standards across phone, text, and email communication.
• Deliver consistent, high-quality client experiences.
• Additional KPIs, responsibilities, and job tasks may be added, modified, or adjusted at any time to meet business needs.

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Engineering Account Executive Internal Role Overview

The Engineering Account Executive is responsible for selling engineering services, managing client relationships, and overseeing projects from initial sale through full completion. This role directly supports company growth while delivering exceptional client experiences.

Core Expectations

• Operate in alignment with core values: Client First, Inspiring Innovation, Elevating Quality.
• Provide top-tier customer service across all communication channels.
• Follow all company policies, procedures, and attendance requirements.

Sales & Performance

• Minimum sales goal of $35,000 per month in bookings.
• Maintain at least 35 calls per day (inbound and outbound).
• Answer inbound calls on the first ring and remain available throughout the shift.
• Gaps between calls should not exceed five minutes unless approved by management.

Call & Communication Standards

• Be logged in and ready to work at the start of your scheduled shift.
• Tag calls correctly to receive the next inbound call.
• Respond to texts within five minutes.
• Treat all calls and leads as high value.

Client, Project & CRM Responsibilities

• Schedule appointments and assist clients with service needs.
• Send quotes for larger services and complete daily follow-up tasks.
• Manage projects from sale through completion and keep clients updated.
• Enter all leads and customer information into the CRM immediately.
• Follow up on unpaid completed jobs as directed by leadership.

Internal Collaboration & Technical Requirements

• Act as a liaison between clients, internal teams, and field personnel.
• Use Microsoft Teams to stay connected with teammates and leadership.
• Maintain reliable internet and power, with a backup location available if needed.

Additional Responsibilities

• Additional KPIs, duties, and job tasks may be assigned or adjusted at any time based on business needs.