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Account Manager

Greenwood Industries, New Haven, CT, United States


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 GPAs into paid GPAs 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 blitzs 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