Key Account Manager - HVAC/R

Description

• Expected to meet/exceed sales targets for assigned medium-sized accounts.
• Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.
• Regularly follows up on open quotations and sales opportunities.
• Contacts current customers and promotes CSA testing services including, but not limited to, certification, performance testing and Special Inspection / Field Evaluations (SI/FE), and engages in facilitating the appropriate internal contact when other services are needed
• Maintains accurate and complete client files, including the input of existing client information into the shared sales database.
• Initiates the sales process, providing preliminary and ongoing information to existing clients.
• Works closely with customers to provide customer care on inquires, quotes and services with an assigned area.
• Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the approach to secure new business.
• Research customer accounts, identifies opportunities for growth and generating leads and demand.
• Works closely with the HVAC/R Business Manager
• Prepares quotes for clients, using applicable questionnaires and worksheets.
• Prioritizes work assignments and follow-up responses to client inquiries and proposals.
• Maintains input of existing client information into Centra.
• Works closely with the Sales team to support and promote continued growth of new business.
• Works in conjunction with the Marketing team to provide administrative and coordination support for events, including pre-work, scheduling, mailings, marketing materials, and customer contacts.
• Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group Testing, Inspection and Certification services.
• Sends proposals to clients and conducts follow-up calls to provide further information, answers questions and documents these activities for further follow-up, including Notices and FIR Findings where applicable.

Requirements

• Must be able to travel up to 30% of the time
• Knowledge of the safety Testing, Inspection and Certification industry
• 2-4 years of sales experience in the HVAC/R product safety and performance testing space preferred
• Excellent verbal and written English communication skills.
• Excellent phone and customer service skills.
• Computer proficiency in Word, Excel, PowerPoint, (Microsoft Outlook or an equivalent CRM application) and database applications.
• Ability to prepare cost proposals promptly to meet customers’ needs.
• Strong organization and time management skills.
• Ability to draft and deliver sales presentations.
• Understanding of Salesforce and Workday a plus.
• Detail oriented and able to handle multiple tasks.
• Proven ability to consistently meet or exceed sales goals.
• Able to maintain positive contacts within all levels of the organization to exchange explain and interpret information or ideas and follow-up on client requests.
• Post-secondary education required.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance