New Account Manager - HVAC

Overview

Develop new HVAC accounts, manage sales pipeline and client relationships.

Key Responsibilities

• account development
• lead generation
• proposal writing
• client reporting
• territory analysis
• relationship management

Tasks

-Participates in associations and outside organizations deemed appropriate by management. -Establishes new account relationships to meet personal sales targets, emphasizing the entire value chain of CSA Group services available. -Establishes and maintains a list of contacts based on experience, historic utilization reputation, influence and personal judgment, including supplied contacts, as well as personally developed relationships. -Create clear, effective and professional written communication and presentations. -Independently prospects for new customers within assigned territory, using various lead generation and direct solicitation methods. -Prepares written proposals of cost for services for clients, working with Technical Specialists and Operations staff. -Contacts former CSA Group customers lost to other agencies to attempt to regain work. -Provides periodic written reports on calls, customer contact, proposals, quotes, expenses, travel and tradeshow activities, as well as oral presentation as required. -Evaluates industry reports, territory databases, external competitive information and develops territory analysis or provides input for presentation and reporting to manager.

Requirements

• excel
• crm
• bachelor's
• 6+ years
• sales
• project management

What You Bring

-Ability to prepare cost proposals promptly to meet customers’ needs. -Computer proficiency in Word, Excel, PowerPoint and CRM database applications. -Able to maintain positive contacts within the organization to exchange, explain and interpret information or ideas and follow-up on client requests. -Strong organization and time management skills. -Proven experience dealing with large organizations at senior level. -Responsive and pleasant when dealing with external and internal customers, peers and co-workers. -Ability to create, prepare and execute complex business strategies while organizing multiple projects and job responsibilities -Strong initiative and ability to develop new customer contacts. -Proven ability to consistently exceed sales goals. -Bachelor's Degree and 6 or more years Sales experience or equivalent industry experience. -Prior experience with sales CRM tracking software a plus. -Creativity and project management skills to plan for projects, events and conferences. -High level of initiative and motivation to meet or exceed targeted goals with minimal supervision. -Proven ability of confidentiality in previous positions.

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About Csa Group

-Through its non-profit standards arm and commercial testing, inspection, and certification subsidiaries, it generates revenue while advancing technical standards. -Typical projects include certifying household products, industrial equipment, energy systems, and medical devices to rigorous safety and performance standards. -Sector specialisms span quality codes & standards, testing & certification, energy efficiency, cybersecurity, industrial and hazardous locations, medical and laboratory equipment, and building products. -Notably accredited by the Standards Council of Canada, its iconic registered mark signals independent validation of safety and compliance. -An unusual fact: its testing arm funds its standards mission, enabling a self-sustaining model blending commercial and public good.

Sector Specialisms