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Senior Account Manager
The Cook & Boardman Group, Llc
Drive sales, build client relationships, manage proposals for architectural solutions.
3d ago
Junior (1-3 years), Intermediate (4-7 years), Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
Richmond, VA
Field
Company Size
2,300 Employees
Service Specialisms
Construction services
Project Management
Consulting
Engineering
Design
Technical Services
Turnkey
Sector Specialisms
Commercial
Role
What you would be doing
connectwise entry
connectwise sales
it contracts
proposal development
cold calling
process documentation
- Conduct onsite or online presentations to prospects that showcase the services and products of the company
- Provide guidance and team lead activities with other Account Managers
- Attend weekly sales meetings and ensure sales opportunities are compliant with company policy
- Responsible for entering time and expenses in ConnectWise as it occurs
- Perform sales procedures through activities and opportunities in ConnectWise and remain compliant with defined policies and procedures
- Document internal processes and procedures related to duties and responsibilities
- Develop in-depth knowledge of the service catalog and how it relates to customers’ needs
- Work with management and marketing to develop proposals, quotes and respond to public solicitations
- Initiate contact with prospects via cold calling and assigned accounts/territory
- Manage the complexity of IT proposals, contracts, lease agreements and service level agreements
- Effectively communicate features and benefits of solutions and manage prospect expectations
- Maintain in-depth product knowledge of the service offerings of the company
What you bring
high school
connectwise
customer service
blueprints
problem solving
5+ yrs
- High School Diploma, or equivalent combination of education/experience
- Exceptional customer service skills
- The ability to interpret blueprints and specifications
- Ability to manage deadlines and have excellent follow-up skills in order to drive tasks to completion
- Strong analytical and problem – detail-oriented with problem solving skills, organizational skills, and communication skills
- Excellent time management, multi-tasking and prioritization skills
- Understand processes in ConnectWise by completing assigned training materials and blueprints on ConnectWise University
- Must pass pre-employment background check and drug test
- Must be professional and polished in appearance and be comfortable speaking to Customers, small groups of managers and technical and/or facility personnel
- A minimum of 5+yrs experience in systems technology sales
- Ability to complete assigned tasks with minimal supervision
- Current and valid US driver’s license
- Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.
- Work-Life Balance: Generous paid time off for rest, family, and self-care.
- Career Growth: You’ll benefit from continuous learning, mentorship, and leadership training including access to C&B University, our in-house development program.
- Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearance- must pass pre-employment background check and drug test
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Company
Overview
1955
Year Founded
Established in 1955, marking the beginning of their journey in security solutions.
- Specialize in access control, door hardware, and automated systems across commercial, residential, and industrial sectors.
- Provide custom solutions for large-scale installations in high-rise buildings, government facilities, and healthcare complexes.
- Success attributed to deep expertise and commitment to high-quality, reliable products.
- Focus on evolving technologies to shape the future of integrated security systems.
- Serve: Our Mission is to serve our Associates, Customers and Communities every day.
- Educate & Elevate: Through a variety of training programs we provide options for our Associates to increase their knowledge and job skills so that they can take advantage of career advancement opportunities across the organization. We elevate our teammates through our award and recognition programs.
- Respect: Every individual is treated equally and respectfully, regardless of title or position. Suggestions are encouraged and Associates are encouraged to send questions to members of the senior management team – and have them answered during live quarterly all‑associate video calls.
- Vision: Our Goal is to be the supplier of choice to our customers and the employer of choice to our associates. This vision is exemplified in our acquisition strategy where we evaluate companies based on their associate‑centric culture, reputation within the industry and solid management teams.
- Expertise: We operate in an industry that is governed by standards and regulations that protect the safety and security of the public. We take this responsibility very seriously and our customers rely on us to provide the technical expertise and application knowledge to ensure that all requirements regarding life safety are met.
- No publicly stated net‑zero target or timeline found.
- No detailed environmental or sustainability goals, metrics or results published on company website or LinkedIn.
- No publicly disclosed DEI strategy, goals or gender‑related statistics found on company website or LinkedIn.
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