The Cook & Boardman Group, LLC
As an Account Manager, you'll serve as a trusted advisor to clients, identifying their security and access needs and delivering integrated solutions that span access control, video surveillance, and door and hardware systems. This role requires a combination of consultative sales expertise, technical acumen, and strong project coordination with internal teams. Essential Functions Develop and maintain strong relationships with customers, general contractors, and construction managers across assigned accounts and territories Identify and qualify opportunities for integrated security and door hardware solutions through proactive outreach, referrals, and territory management Conduct onsite and virtual presentations that highlight the company's capabilities in access control, video surveillance, and openings solutions Partner with the internal brands and divisions to ensure coordinated proposals that align access control and physical opening requirements Collaborate with engineering, project management, and estimating teams to prepare accurate scopes, pricing, and timelines Prepare and deliver professional proposals, RFP responses, quotes, and technical documentation in coordination with marketing and leadership Manage sales pipeline and activity in CRM tools (e.g., ConnectWise or similar), ensuring data integrity and compliance with company processes Stay informed of product developments, emerging technologies, and competitor activity within the security integration and door hardware markets Facilitate handoffs to project and operations teams, ensuring smooth transitions from sale to execution Participate in regular sales meetings and training initiatives, including continued education through internal platforms (e.g., ConnectWise) Other relative duties as assigned Minimum Qualifications High school diploma or equivalent; bachelor's degree in business, construction management, or a related field is preferred 3+ years of experience in sales, account management, or estimating in the security integration, low-voltage, or construction industry preferred Knowledge, Skills, and Abilities Understanding of access control, CCTV, intrusion detection, and/or door hardware and electronic locking systems Ability to read and interpret blueprints, architectural drawings, and specifications Strong verbal and written communication skills with the ability to present to both technical and non-technical audiences Excellent organizational, time management, and follow-up skills with a proven ability to manage multiple projects and deadlines Self-motivated and results-driven, with the ability to work independently and collaboratively Commitment to delivering exceptional customer service and maintaining long-term client relationships