Account Manager

Account Manager

Role Overview

The Account Manager is responsible for managing and growing a portfolio of assigned customer accounts, driving repeat revenue through service, repairs, inspections, and small to mid-sized projects. This role is relationship-driven, execution-focused, and accountable for both customer satisfaction and revenue growth within an assigned territory or account base.

Key Responsibilities

Account & Relationship Management

• Own and manage assigned customer accounts and relationships
• Develop and maintain strong relationships with property managers, facility managers, owners, and general contractors
• Serve as the primary point of contact for customers within the assigned territory
• Act as a proactive ambassador for Greenwood Industries and its offerings

Revenue Growth & Opportunity Development

• Cultivate new business opportunities within assigned territory (Cold Calling / Door Knocking)
• Drive repeat business through repairs, inspections, maintenance programs, and small to mid-sized projects
• Identify, develop, and close upsell and cross-sell opportunities within existing accounts
• Achieve monthly, quarterly, and annual sales targets
• Generate new opportunities through account management, referrals, networking, and targeted outreach
• Convert expiring GPA’s into paid GPA’s
• Identify opportunities to upsell for safety improvements on site

Sales Execution & Estimating

• Consult with clients to assess existing roof conditions and recommend appropriate repair or service solutions
• Accurately estimate roof repairs and service work in accordance with industry standards and company guidelines
• Work with estimating to develop clear, professional proposals and follow through to close opportunities
• Utilize company cam and other sales tools to document roof conditions and scope work in the field

Internal Coordination & Project Support

• Work closely with operations, service managers, and internal teams to ensure successful project execution
• Coordinate scheduling, handoffs, and follow-up to deliver a strong customer experience
• Assist with collections and receivables for assigned accounts as directed by management

CRM & Process Discipline

• Maintain accurate pipeline, forecasting, activity tracking, and account documentation in the CRM
• Use the CRM daily for account management, proposal development, scheduling, and sales activity tracking
• Follow established sales processes, reporting requirements, and CRM standards

Professional Development & Market Presence

• Participate in ongoing sales meetings, training, and professional development
• Attend associations, manufacturer seminars, conferences, trade shows, chamber of commerce, and marketing events as required to support market presence and industry knowledge
• Organize and execute with sales team on sales blitz’s in assigned territory
• Self-awareness and continuous improvement on individual gaps

Qualifications

• Experience in commercial roofing, construction services, or building envelope strongly preferred
• 5+ years of sales or account management experience, preferably in commercial or industrial markets
• Proven ability to build, manage, and grow client relationships
• Strong communication, negotiation, and relationship management skills
• Comfortable managing multiple accounts, priorities, and deadlines
• Experience using CRM platforms for pipeline and account management
• Detail-oriented with strong follow-through and organizational skills
• Self-motivated, proactive, and able to work independently and within a team environment
• Comfortable with heights and performing roof assessments as required
• Strong work ethic and customer service mindset