Capstone Mechanical, LP.
The Account Manager will sale HVAC services using technical, organizational and customer knowledge to influence customers and assist them in applying the services to their needs, resulting in revenue generation by building, maintaining, and improving relationships with clients.
Job Duties and Responsibilities
Contact new and existing customers to discuss their needs, and how those needs could be met
Answer customers’ questions about services, prices, availability, or terms
Prepare service contracts for orders obtained, quote prices, credit terms, or other bid specifications using Salesforce and submit for processing
Emphasize service features based on analyses of customers’ needs and on technical knowledge of service capabilities and limitations
Negotiate prices or terms of service agreements
Maintain customer records
Visit establishments to evaluate needs or to promote service sales
Develop and deliver sales presentations and close sales
Participate in sales forecasting and planning meetings
Timely manage assigned sales budgets
Work with General Manager to resolve customer issues
Maintain communications in a cooperative and professional manner with all levels of staff and customers using established guidelines
Partner with business development group to identify prospective customers
Collaborate with colleges to exchange information, such as selling strategies or marketing information
Required Education and Experience Bachelor’s Degree in Business/Marketing or High School/Trade School Diploma (or GED or High School Equivalence Certificate) and work experience of 3-5 years in service/sales position.
Competencies
Technical capacity
Customer focus
Communication proficiency
Innovative
Collaboration
Financial Management
Presentation skills
Attention to detail and ability to work independently
Personal computer skills, strong typing ability and knowledge of Microsoft Office
Physical Demands This position is a largely sedentary role; however, some filing is required. The employee must be able to lift files, open filing cabinets and bend or stand as necessary.
Work Environment This job operates in both an office and a field environment. Must be able to sit and/or stand for extended periods of time.
Reasonable Accommodation Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations.
Salary & Benefits Salary Range: $60,000-$100,000 annually.
Equal Opportunity Employer Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Job Duties and Responsibilities
Contact new and existing customers to discuss their needs, and how those needs could be met
Answer customers’ questions about services, prices, availability, or terms
Prepare service contracts for orders obtained, quote prices, credit terms, or other bid specifications using Salesforce and submit for processing
Emphasize service features based on analyses of customers’ needs and on technical knowledge of service capabilities and limitations
Negotiate prices or terms of service agreements
Maintain customer records
Visit establishments to evaluate needs or to promote service sales
Develop and deliver sales presentations and close sales
Participate in sales forecasting and planning meetings
Timely manage assigned sales budgets
Work with General Manager to resolve customer issues
Maintain communications in a cooperative and professional manner with all levels of staff and customers using established guidelines
Partner with business development group to identify prospective customers
Collaborate with colleges to exchange information, such as selling strategies or marketing information
Required Education and Experience Bachelor’s Degree in Business/Marketing or High School/Trade School Diploma (or GED or High School Equivalence Certificate) and work experience of 3-5 years in service/sales position.
Competencies
Technical capacity
Customer focus
Communication proficiency
Innovative
Collaboration
Financial Management
Presentation skills
Attention to detail and ability to work independently
Personal computer skills, strong typing ability and knowledge of Microsoft Office
Physical Demands This position is a largely sedentary role; however, some filing is required. The employee must be able to lift files, open filing cabinets and bend or stand as necessary.
Work Environment This job operates in both an office and a field environment. Must be able to sit and/or stand for extended periods of time.
Reasonable Accommodation Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations.
Salary & Benefits Salary Range: $60,000-$100,000 annually.
Equal Opportunity Employer Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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