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Key Account Manager - HVAC
Csa Group
Manage medium-sized HVAC accounts, drive sales, and provide customer service for CSA Group.
8d ago
Intermediate (4-7 years), Expert & Leadership (13+ years), Junior (1-3 years), Experienced (8-12 years)
Full Time
Plano, TX
Office Full-Time
Company Size
3,400 Employees
Service Specialisms
Testing
Certification
Inspection
Standards Development
Training
Consulting
Auditing / Assessment
Field Evaluation / On‑site Inspection
Sector Specialisms
Facilities
Infrastructure
Transportation
Environmental
Architectural Design
Project Delivery
Program Management
Emergency Management
Role
What you would be doing
sales targets
client database
quote prep
lead generation
customer care
proposal management
- Expected to meet/exceed sales targets for assigned medium-sized accounts.
- Maintains accurate and complete client files, including the input of existing client information into the shared sales database.
- Maintains input of existing client information into Centra.
- Prioritizes work assignments and follow-up responses to client inquiries and proposals.
- Prepares quotes for clients, using applicable questionnaires and worksheets.
- Works closely with the Sales team to support and promote continued growth of new business.
- Researches customer accounts, identifies opportunities for growth and generating leads and demand.
- Initiates the sales process, providing preliminary and ongoing information to existing clients.
- Contacts current customers and promotes CSA testing services including, but not limited to, certification and SI/FE, and engages in facilitating the appropriate internal contact when other services are needed.
- 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.
- 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.
- 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.
- Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.
- Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group services.
- Regularly follows up on open quotations and sales opportunities.
What you bring
sales experience
microsoft office
crm
salesforce
post-secondary
customer service
- 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.
- Strong organization and time management skills.
- Ability to draft and deliver sales presentations.
- Ability to prepare cost proposals promptly to meet customers’ needs.
- Computer proficiency in Word, Excel, PowerPoint, (Microsoft Outlook or an equivalent CRM application) and database applications.
- Detail oriented and able to handle multiple tasks.
- Excellent phone and customer service skills.
- 2-4 years of sales experience.
- Knowledge of the safety certification industry.
- Proven ability to consistently meet or exceed sales goals.
- Post-secondary education required.
- Understanding of Salesforce and Workday a plus.
- Excellent verbal and written English communication skills.
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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Company
Overview
1919
Year Founded
The company was established in 1919 as the Canadian Engineering Standards Association.
$300M
Annual Revenue
The company's estimated annual revenue is approximately $300 million.
30+ Labs
Global Network
The company operates over 30 labs across 14 countries, showcasing its extensive global reach.
- 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.
- Integrity
- Collaboration
- Innovation
- Excellence
- Customer Focus
- Accountability
Net Zero by 2050
Emissions Target
Aim to achieve net zero emissions through comprehensive sustainability initiatives.
- Implemented energy-efficient practices across operations.
- Commitment to reducing carbon footprint in all aspects of product certification.
- Advocated for the development of sustainable standards across various industries.
- Focused on minimizing environmental impact through strategic partnerships and sustainability programs.
- has established a comprehensive strategy to promote a diverse and inclusive workplace
- has set goals to increase gender diversity across all levels of the organization
- continues to monitor progress and maintain accountability on diversity-related goals
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