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CSA Group

Key Account Manager - HVAC/R

CSA Group, Cleveland, Ohio, us, 44101

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Key Account Manager - HVAC

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CSA Group

Job Summary The Key Account Manager (KAM) promotes continued growth and superior customer service for current customers within the HVAC market. Serves as an internal sales and customer contact for initial inquiries, quotes and service for assigned medium-sized accounts within an assigned area. Supports and promotes continued growth of new business for CSA Group TIC services.

Responsibilities

Initiates the sales process, providing preliminary and ongoing information to existing clients.

Manages the sales process by promptly responding to all inquiries and visits with clients as necessary.

Prioritizes work assignments and follow‑up responses to client inquiries and proposals.

Manages the relationships with clients, identifying growth opportunities within the assigned accounts.

Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.

Maintains accurate and complete client files, including the input of existing client information into the shared sales database.

Works closely with the Sales team to support and promote continued growth of new business.

Works closely with customers to provide customer care on inquiries, quotes and services with an assigned area.

Works in conjunction with the Marketing team to provide administrative and coordination support for events.

Contacts current customers and promotes CSA testing services, including certification and SI/FE.

Prepares quotes for clients, using applicable questionnaires and worksheets.

Sends proposals to clients and conducts follow‑up calls to provide further information.

Maintains input of existing client information into Centra.

Regularly follows up on open quotations and sales opportunities.

Researches customer accounts, identifies opportunities for growth and generating leads and demand.

Expected to meet/exceed sales targets for assigned medium‑sized accounts.

Preferred Qualifications

Post‑secondary education required.

2‑4 years of sales experience.

Understanding of Salesforce and Workday a plus.

Knowledge of the safety certification industry.

Computer proficiency in Word, Excel, PowerPoint and database applications.

Excellent verbal and written English communication skills.

Excellent phone and customer service skills.

Detail oriented and able to handle multiple tasks.

Able to maintain positive contacts within all levels of the organization to exchange, explain and interpret information or ideas and follow‑up on client requests.

Proven ability to consistently meet or exceed sales goals.

Ability to prepare cost proposals promptly to meet customers’ needs.

Strong organization and time management skills.

Ability to draft and deliver sales presentations.

CSA Group is an Equal Opportunity Employer and is committed to diversity, equity, and inclusion. We prohibit discrimination and harassment of any kind based on any grounds stipulated by applicable laws. Please contact us at talentacquisition@csagroup.org if you require accommodation in the interview process.

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