Service Account Executive (Sales)

Overview

Sell and grow commercial HVAC service accounts, focusing on retention and new business.

Key Responsibilities

• pipeline development
• safety compliance
• business reporting
• lead conversion
• pricing proposals
• customer relationship

Tasks

-Builds and maintains pipeline of small project work to help customers build a capital spending plan. -Comply with all safety standards, policies, and procedures -Maintains continuous education on the offerings within the RBI portfolio including but not limited to: Preventative Maintenance, Comprehensive Maintenance, Time and Material, Quoted projects. -Provides business reports on all accounts within assigned territories including but not limited to forecasting, prospecting list, and CRM management. -Takes a stake in all open AR with customers in territory assignment. -Reviews the profitability of current contracted customers in Timberline to evaluate and determine renewal pricing. -Converts leads into opportunities both in net new account environments and current customers but adequately responding to the lead and following the sales process with the customer. -Participate in training and educational opportunities as offered or required by the company -Acts as customer’s main point of contact for all aspects of business done with RBI service facilitating communication between other departments. -Develops and maintains multiple relationships with buying influencers within an organization including facility managers, project managers, project engineers, purchasing, director of facilities, and director of operations. -Prepares all pricing on maintenance programs with the local operations team getting approval on hours and materials quoted. -Takes a consultative approach to each account by developing HVAC and mechanical system related solutions for customer’s objectives including financial and performance-based considerations. -Prepares all proposals in NorthBoundary. -Maintains selling activity standards meeting individualized KPI’s such as prospecting, initial meetings, site surveys, validation meetings, and closing meetings. -Ensure all maintenance agreements are priced with the correct number of hours allocated to the agreement and an adequate margin is placed on all materials. -Maintains the customer relationship starting with prospecting through post sale. -Works with the Customer Success Rep to build and deliver scheduled touch points to review services rendered, repair work completed, and small projects.

Requirements

• bachelor's
• hvac
• crm
• microsoft
• sales
• driver's license

What You Bring

-Bachelor’s/Associate’s degree preferred -Ability to travel to job sites and occasionally have overnight stays -Ability to work 8-to-10-hour days, flexible schedule, and overtime when necessary -Must be self-motivated and thrive in fast paced environments. -3-5 years of HVAC or related trade experience preferred -Ability to work on a team and interact with people -Data entry into CRM for all weekly activities is required. -Maintains a thorough knowledge base of all systems used. -Literacy in Microsoft office suite -Ability to write and comprehend reports, business correspondence, proposals, and manuals. -Valid driver’s license required and ability to meet company driver qualification policy preferred -Regular and punctual attendance -Maintains and continuous awareness and knowledge of the competitive landscape in a given territory and/or assignment. -CRM experience -1-3 years of sales experience highly preferred -Ability to pass a full background screening and drug screening

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Benefits

-Employee Assistance Program (EAP) -Accidental Death & Dismemberment Insurance -Medical, Dental, Vision, and Life Insurances -Pet Insurance -Apprenticeship opportunities with a pathway to licensure -Generous Vacation, Holidays, and Sick Time -Company uniforms -Health Care and Dependent Day Care FSA's -Comprehensive benefits package -Discounts at major automotive, computer, and cell phone companies -Competitive pay -Health Savings Account (HSA) -Short-Term and Long-Term Disability Insurances -401(k) Plan with Roth IRA option -Company vehicle -Company mobile phone and/or tablet -Employee referral incentives -Growth and development opportunities -Scholarship program for our employees’ children -Annual Bonus

About Comfort Systems Usa

-specializes in designing, installing, and servicing heating, ventilation, air conditioning, and plumbing systems. -has a nationwide presence and handles complex, large-scale projects. -undertakes projects ranging from commercial office buildings to industrial facilities and residential developments. -operates across diverse sectors including healthcare, education, retail, and government. -renowned for its innovative approach to solving mechanical system challenges. -services are essential in creating comfortable, energy-efficient environments in various settings. -focuses on sustainability and energy efficiency, continuing to grow its portfolio of cutting-edge solutions.

Sector Specialisms

Security Clearance

-must pass full background and drug screening