Account Executive

Overview

Drive HVAC sales, recruit new dealers, manage client relationships, field work

Key Responsibilities

• salesforce crm
• data analysis
• market research
• client relationships
• sales presentations
• strategic planning

Tasks

-Present and manage Watsco Ventures and Technology Advancements -Document all sales activity performed in our CRM tool (Salesforce) for ongoing evaluation of the new business pipeline and measurements of existing sales. -Conduct regular meetings and presentations to showcase our products/services. -Provide insights and recommendations based on data analysis to improve sales strategies. -Actively build and maintain strong relationships with clients. -Maintain awareness of all HVAC contractors in the defined territory and develop relationships with key influencers/decision-makers of each target contractor. -Work closely with internal teams, assigned Account Manager(s) or Business Development Representative(s), marketing, product development, order management, technical services, and pricing, to ensure client satisfaction. -Develop and implement strategic sales plans to expand the customer base. -Collaborate with the marketing team to develop sales materials and campaigns. -Monitor and analyze sales and margin performance in Salesforce and BI. -Prepare and deliver compelling sales presentations and proposals. -Conduct market research to identify potential clients and understand their needs. -Prepare regular reports on sales activities, pipeline status, and revenue forecasts. -Convert new factory-authorized dealers and close non-performing accounts. -Participate in HVAC and refrigeration seminars and local associations. -Manage the entire sales process from lead generation to closing deals. -Review monthly team accounts with the VP of Sales. -Identify and pursue new business opportunities to achieve sales and margin targets.

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About Carrier Enterprise

- Born from a joint venture with Watsco and Carrier, it began shaping HVAC distribution across North America. - Its typical projects include outfitting residential buildings and light‑commercial facilities with Carrier, Bryant and Payne systems. - Specializing in residential, commercial and light‑commercial HVAC markets sets it apart from heavy‑industrial or utility‑scale firms. - An unusual strength: its hybrid model combines local branches with digital platforms to ensure fast delivery and service. - Headquartered in Charlotte, NC, the company traces roots back to early 20th‑century HVAC innovation.

Sector Specialisms