Account Executive

Job Summary: The Account Executive will be responsible for driving sales and margin growth by identifying and recruiting new business opportunities, managing client relationships, and ensuring customer satisfaction. This role requires an inspiring leader who is comfortable spending up to 80% of their time in the field.

Key Responsibilities:

Sales/Margin and Business Development:

• Identify and pursue new business opportunities to achieve sales and margin targets.
• Develop and implement strategic sales plans to expand the customer base.
• Conduct market research to identify potential clients and understand their needs.
• Maintain awareness of all HVAC contractors in the defined territory and develop relationships with key influencers/decision-makers of each target contractor.
• Participate in HVAC and refrigeration seminars and local associations.
• Convert new factory-authorized dealers and close non-performing accounts.

Client Relationship Management:

• Actively build and maintain strong relationships with clients.
• Conduct regular meetings and presentations to showcase our products/services.

Sales Process Management:

• Manage the entire sales process from lead generation to closing deals.
• Prepare and deliver compelling sales presentations and proposals.

Collaboration and Coordination:

• Work closely with internal teams, assigned Account Manager(s) or Business Development Representative(s), marketing, product development, order management, technical services, and pricing, to ensure client satisfaction.
• Collaborate with the marketing team to develop sales materials and campaigns.

Reporting and Analysis:

• Document all sales activity performed in our CRM tool (Salesforce) for ongoing evaluation of the new business pipeline and measurements of existing sales.
• Monitor and analyze sales and margin performance in Salesforce and BI.
• Prepare regular reports on sales activities, pipeline status, and revenue forecasts.
• Provide insights and recommendations based on data analysis to improve sales strategies.
• Review monthly team accounts with the VP of Sales.

Other Tasks and Duties:

• Perform other tasks and duties as needed.

Qualifications:

• Proven experience in sales, with a track record of meeting or exceeding targets.
• Exceptional interpersonal and communication skills.
• Energetic, enthusiastic, and fun personality.
• Ability to build rapport quickly and establish strong relationships.
• Self-motivated, goal-oriented, and a go-getter attitude.
• Strong problem-solving skills and the ability to think on your feet.
• Ability to work independently as well as part of a team.
• Flexibility to adapt to changing priorities and handle multiple tasks simultaneously.

What We Offer:

• Competitive incentive earnings
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional growth and career advancement.
• A fun, energetic, and supportive work environment.
• Regular team-building activities and company events.
• Ongoing training and development to enhance your skills

Benefits:

Health Insurance

Health Savings Account

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance (Short-term and Long-term)

Employee Assistance Program (EAP)

Tuition Reimbursement & Professional Development

Paid Vacation & Sick time

Company Paid Holiday's

401(k) Plan with Employer Match

Employee Discount Program