
Account Manager
The Cook & Boardman Group, Llc
The Role
Overview
Trusted advisor delivering integrated security, access control, video, and door solutions.
Key Responsibilities
- crm management
- project handoff
- scope development
- proposal delivery
- lead qualification
- client relations
Tasks
-Conduct onsite and virtual presentations that highlight the company’s capabilities in access control, video surveillance, and openings solutions -Manage sales pipeline and activity in CRM tools (e.g., ConnectWise or similar), ensuring data integrity and compliance with company processes -Facilitate handoffs to project and operations teams, ensuring smooth transitions from sale to execution -Collaborate with engineering, project management, and estimating teams to prepare accurate scopes, pricing, and timelines -Prepare and deliver professional proposals, RFP responses, quotes, and technical documentation in coordination with marketing and leadership -Identify and qualify opportunities for integrated security and door hardware solutions through proactive outreach, referrals, and territory management -Develop and maintain strong relationships with customers, general contractors, and construction managers across assigned accounts and territories -Partner with the internal brands and divisions to ensure coordinated proposals that align access control and physical opening requirements -Stay informed of product developments, emerging technologies, and competitor activity within the security integration and door hardware markets -Participate in regular sales meetings and training initiatives, including continued education through internal platforms (e.g., ConnectWise)
Requirements
- blueprints
- access control
- cctv
- 3+ years
- bachelors
- time management
What You Bring
-Excellent organizational, time management, and follow-up skills with a proven ability to manage multiple projects and deadlines -Self-motivated and results-driven, with the ability to work independently and collaboratively -Strong verbal and written communication skills with the ability to present to both technical and non-technical audiences -3+ years of experience in sales, account management, or estimating in the security integration, low-voltage, or construction industry preferred -Ability to read and interpret blueprints, architectural drawings, and specifications -High school diploma or equivalent; bachelor’s degree in business, construction management, or a related field is preferred -Understanding of access control, CCTV, intrusion detection, and/or door hardware and electronic locking systems
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Benefits
-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. -Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match. -Career Growth: You’ll benefit from continuous learning, mentorship, and leadership training including access to C&B University, our in-house development program.
The Company
About The Cook & Boardman Group, Llc
-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.
Sector Specialisms
Commercial
