Strategic Account Manager – HVAC/R

Role Overview

• As the Strategic Account Manager, you will be the primary customer contact with established Large Accounts within the HVAC/R.
• You will coordinate CSA Group activities and contacts for customers and ensures that we provide ‘one face’ to our customers.
• You will guide strategic planning around customer needs and service enhancements,
• Develop account strategies and forecast sales opportunities and implement and execute strategic plans to attain corporate objectives.
• Initiates the sales process, providing preliminary and ongoing information to existing clients.
• Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group services.
• Prioritizes work assignments and follow-up responses to client inquiries and proposals.
• Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the strategy to secure new business and communicates effectively with Operations for a seamless approach.
• Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.
• Maintains accurate and complete client files, including the input of new/existing client information into the shared sales database.
• Identifies and communicates opportunities and competitive trends.
• Develops ongoing business relationships and networks with clients and industry related groups.
• Provides written and verbal reports including sales reports, expense reports, customer visit reports, and customer presentations in a timely matter as required.
• Must be willing to travel as much as 50% of time and on weekends as required.

Requirements

• Bachelor's Degree and 6 or more years Sales experience or equivalent industry experience
• Prior experiences with sales CRM tracking software a plus
• Proven ability to consistently exceed sales goals
• Proven experience dealing with large organizations at senior level
• Create clear, effective and professional written communication and presentations
• Ability to create, prepare and execute complex business strategies while organizing multiple projects and job responsibilities
• Ability to proactively resolve complex problems, and through effective internal collaboration build outstanding client relationships with customers at all levels in the organization
• Organized and independent
• Proven ability of confidentiality in previous positions
• Strong initiative and ability to develop new customer contacts
• Able to maintain positive contacts within the organization to exchange, explain and interpret information or ideas and follow-up on client requests
• Strong organization and time management skills
• Creativity and project management skills to plan for projects, events and conferences
• High level of initiative and motivation to meet or exceed targeted goals with minimal supervision
• Computer proficiency in Word, Excel, PowerPoint and CRM database applications
• Ability to prepare cost proposals promptly to meet customers’ needs.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development