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Paychex · 5 hours ago

HVAC Account Representative

Largo, FL

Full-time

Onsite

Mid Level

$50K/yr - $65K/yr

3+ years exp

Paychex is a company focused on providing innovative solutions for various business needs, and they are seeking an HVAC Account Representative to manage marketing and sales activities for specialized projects. The role involves coordinating project timelines, generating proposals, and maintaining communication with clients and contractors throughout the project lifecycle.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

Responsibilities

Input customer data, titles, contact information daily into Salesforce

Improve communication with the client to determine the path / plan of action and project timeline within one week of receiving the file and before giving to Estimating

Manage the receipt of required information for the project (obtain name, number, and email of the owner/franchisee or agent on the current project, ask for deadlines, current drawings of the building, kitchen equipment information, roof structure information, etc) within two weeks of file creation

Generate a proposal according to the scope of work two days prior to the bid date; and conduct daily reviews of bid deadlines. Recipients of the proposal can be General Contractors, Owners, Developers, and Mechanical Contractors, changing the status field to “Sent” and notating the date sent and whom it was sent to in Salesforce

Maintain weekly communication with General Contractors, Owners, Developers, and Mechanical Contractors on their expectations and our expectations of them. Note and date the conversation in Salesforce

Review files daily to ensure bids are sent out to the customer two days prior to the bid due date, including all pertinent information regarding the project (i.e., equipment lead times)

Maintain project bid / estimating / proposal status documentation utilizing file server repositories and Salesforce CRM software

Manage the receipt of a signed proposal daily and the activation of the approved project with Accounting

Maintain and establish weekly corporate relations with clientele (i.e., General Contractors, Owners, Developers, Mechanical Contractors, Franchisees, etc)

Maintain biweekly proposal follow-ups, notating each follow-up in Salesforce (date and initial)

Provide weekly summary reports

Qualification

SalesforceHVAC experienceProposal generationProject managementCommunication skills

Required

Input customer data, titles, contact information daily into Salesforce

Improve communication with the client to determine the path / plan of action and project timeline within one week of receiving the file and before giving to Estimating

Generate a proposal according to the scope of work two days prior to the bid date; and conduct daily reviews of bid deadlines

Maintain weekly communication with General Contractors, Owners, Developers, and Mechanical Contractors on their expectations and our expectations of them