Custom Mechanical Solutions · 5 months ago
Account Manager - Commerical HVAC
Oregon, United States
Full-time
Hybrid
Mid LevelCustom Mechanical Solutions delivers energy-efficient HVAC systems across the Pacific Northwest, focusing on quality and sustainability. The Account Manager is responsible for developing long-term customer relationships, maximizing account penetration, and providing technical solutions to meet customer needs in HVAC system design and installation.
ConstructionConsulting
Responsibilities
Identifies potential opportunities with existing and new customers
Collects project data and compares to CMS’s capabilities
Develops relationships with multiple buying influences in the customer’s organization, including project managers, project engineers, construction, purchasing, and accounts payable
Builds partnering relationships with contractors and consultants responsible for the decision-making process to drive the sales of CMS offerings. Actively listens, probes and identifies concerns
Determines project needs, constraints, and responsibilities to meet customer’s HVAC system design and installation requirements
Develops, evaluates, and discusses possible solutions with customer
Responsible for project take-off, selection, and pricing of equipment and services
Develops project fulfillment schedule. Responsible for ordering, tracking, customer follow-up, and management of project
Responsible for the preparation and review of the proposal. Determines price and selling strategy
Reviews and compares contract terms and conditions with CMS contract standards
Presents the proposal and negotiates price, terms, and conditions with customer
Determines customer needs, develops and executes an account specific business plan
Assists in the development of CMS sales and marketing plans and strategies. Aids in the implementation of these strategies and action plans. Provides total account business activity reports and annual forecasts
Coordinates with consulting engineers in writing project specifications
Authorizes replacement, credit, or refund as necessary to facilitate the refund/exchange process including negotiation of back charges and customer disputes
Positively and credibly influences system design and construction with contractors and consultants. Frequently creates competitive, high quality and timely estimates, bids, proposals, and cost/benefit analysis. Effectively writes, presents and communicates bids. Negotiates value, addresses resistance when demonstrated and closes the sale
Assists customers in answering technical questions on HVAC systems, CMS products, system application alternatives, installation, operation, maintenance, and problem resolution
Flexibility to work outside normal work hours, as required
Maintains memberships with ASHRAE, USGBC and other industry organizations. Actively attends meetings
Qualification
Required
Bachelor's degree in engineering from four-year college or university; or equivalent combination of education and experience
Exceptional written and verbal communications skills
Ability and willingness to communicate in a clear, concise, and diplomatic manner
Outstanding attention to detail
Excellent organizational skills
Honesty and the ability to develop and maintain deep customer relationships based on trust
Passionate about helping customers to be successful
Continually strive to improve understanding of customers to provide first-class customer service
Preferred
Familiarity with HVAC systems and temperature control equipment
Company
Custom Mechanical Solutions
Custom Mechanical Solutions is a commercial and industrial mechanical equipment representative company.
Founded in 2007
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase