Account Executive

Lighterfly, LLC; Fredericksburg (VA); On-site; USD 65,000 - 100,000; Full time

Job summary

Lighterfly, LLC is seeking an Account Executive to drive new business development while maintaining existing client relationships. The role emphasizes strategic outreach, tailored proposals, and cross-functional collaboration with the Sales Manager to meet targets.

You will develop prospecting plans, organize meetings with customers, prepare estimates and presentations, and leverage CRM tools to log activities. Travel to job sites and meetings is required as needed.

Qualifications

• 3+ years of sales experience, prospecting to new customers and retaining existing customers.
• Experience selling HVAC and mechanical building products and services is a plus.
• Ability to travel as necessary to jobs and meetings.

Responsibilities

• Develop prospecting plans and implement them to reach out to new customers.
• Prepare and implement business development action plans for targeted customers.
• Organize meetings with current and future customers to ensure strong relationships and/or successful business development activities.
• Develop estimates, proposals and presentations.
• Develop sales strategies and tactics in collaboration with the Sales Manager.
• Participate in bid review sessions.
• Utilize company’s Customer Relationship Management (CRM) software to organize and log activities.
• Attend weekly meetings with the Sales Manager in order to provide update on sales objectives, review individual results, and develop short-term forecasts.
• Develop plans and take actions required to obtain necessary quota results.
• Review weekly reports to monitor sales results in comparison to quota.
• Maintain adherence to all company safety rules, regulations, procedures and practices.
• Ensure that all sales activities are performed in accordance with company practices.
• Attend company meetings and/or sales meetings as required.
• Perform other duties as assigned by supervisor.

Job description

The primary role of the Account Executive is to develop new business and maintain existing business with customers.

Essential Functions:

• Develop prospecting plans and implement them to reach out to new customers
• Prepare and implement business development action plans for targeted customers
• Organize meetings with current and future customers to ensure strong relationships and/or successful business development activities
• Develop and prepare estimates, proposals and presentations
• Develop sales strategies and tactics in collaboration with the Sales Manager
• Participate in bid review sessions
• Utilize company’s Customer Relationship Management (CRM) software to organize and log activities.
• Attend weekly meetings with the Sales Manager in order to provide update on sales objectives, review individual results, and develop short-term forecasts
• Develop plans and take actions required to obtain necessary quota results
• Review weekly reports to monitor sales results in comparison to quota
• Maintain adherence to all company safety rules, regulations, procedures and practices
• Ensure that all sales activities are performed in accordance with company practices
• Attend company meetings and/or sales meetings as required
• Perform other duties as assigned by supervisor

Requirements:

• 3+ years of sales experience, prospecting to new customers and retaining existing customers
• Experience selling HVAC and mechanical building products and services a plus
• Ability to sell effectively in the areas of Service Agreements and project work
• Ability to deal diplomatically and effectively with customers and internal stakeholders
• Ability to use Microsoft Office, email, and CRM software packages
• Possess excellent administrative and analytical skills
• Ability to work independently without direct supervision
• Ability to travel as necessary to jobs and meetings