Account Executive

South Coast Mechanical; Anaheim (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

SOUTH COAST FACILITY SERVICES is seeking a Sales professional responsible for all sales activities in assigned accounts or regions. You will manage the quality and consistency of product and service delivery while performing duties in accordance with company policies and applicable laws.

The role may be full-time or part-time. Ideal candidates will present and sell solutions for HVAC, mechanical, electrical services and retrofit projects, with strong ability to build relationships and close

Qualifications

• Strong consultative selling, negotiation, and closing skills.
• Excellent presentation, proposal writing, and communication abilities.
• Proficiency with Salesforce or other CRM platforms for pipeline, activity, and forecast tracking.
• Ability to read and interpret mechanical plans, specifications, and scopes of work.
• Local travel to clients with valid driver license.
• Knowledge of Microsoft Office programs.
• Understanding HVAC and Electrical theory and practical application.

Responsibilities

• Present and sell company products and services to current and potential clients.
• Prepare action plans and schedules to identify targets and forecast activity.
• Follow up on new leads and referrals from field activity.
• Identify prospects and contact assigned accounts.
• Prepare presentations, proposals, and sales contracts.
• Develop and maintain sales materials and current product knowledge.
• Establish and maintain client relationships and contract services.
• Create estimates for project work and maintenance programs.
• Coordinate with service and construction departments to meet customer expectations.
• Maintain continued education in HVAC and Electrical Industry.
• Ensure timely attendance and adherence to goals.

Skills

Consultative selling

Negotiation

Closing skills

Presentations

CRM proficiency

HVAC knowledge

MS Office

Job description

SOUTH COAST FACILITY SERVICES

is a full-service MEP contractor that designs & installs HVAC equipment, delivers Energy Services, and provides process piping & direct digital control systems. Our mission is to provide high quality mechanical, electrical and plumbing solutions through service and retro-fit construction; provide continuous education to our employees; lead the industry with innovation and technology.

JOB SUMMARY:

Responsible for all sales activities in assigned accounts or regions. Manage quality and consistency of product and service delivery. This position may be filled on a full-time or part-time basis. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Present and sell company products and services to current and potential clients.
• Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made.
• Follow up on new leads and referrals resulting from field activity.
• Identify sales prospects and contact other accounts as assigned.
• Prepare presentations, proposals and sales contracts.
• Develop and maintain sales materials and current product knowledge.
• Establish and maintain current client and potential client relationships.
• Prepare paperwork to activate and maintain contract services.
• Create estimates for project work and preventative maintenance programs
• Create proposals for project work and preventative maintenance programs
• Manage account services through quality checks and other follow-up.
• Identify and resolve client concerns.
• Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals.
• Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff.
• Coordinate and communicate with the service and construction department departments to meet customer expectations.
• Maintain Continued Education in HVAC and Electrical Industry.
• Regular attendance and timeliness.
• Other duties as assigned.

Requirements

ESSENTIAL KNOWLEDGE, SKILLS, ABILITIES, AND COMPETENCIES:

• Strong consultative selling, negotiation, and closing skills.
• Excellent presentation, proposal writing, and written and verbal communication skills.
• Proficiency with Salesforce or other CRM platforms for pipeline, activity, and forecast tracking.
• Ability to read and interpret mechanical plans, specifications, and scopes of work.
• Work requires significant local travel to current and potential clients. This requires the possession of a valid state driver license.
• Knowledge of Microsoft Office programs.
• Have an understanding of HVAC and Electrical theory and practical application.