Account Executive

watscocareers; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Watsco is seeking an Account Executive in Phoenix to drive HVAC sales and margin growth by identifying and recruiting new business opportunities, managing client relationships, and ensuring customer satisfaction. This role requires a proactive leader with HVAC sales acumen and excellent communication skills in a fast-paced environment.

The Account Executive will spend up to 80% of time in the field, building relationships with contractors, presenting solutions, and coordinating with internal

Qualifications

• Minimum proven sales experience in HVAC or related field.
• Proven track record of bringing in new business.
• Strong HVAC market knowledge and sales process understanding.
• Excellent communication and negotiation skills.
• Ability to manage multiple clients and projects.
• Proficient in CRM software and Microsoft Office; Salesforce preferred.
• Strong analytical and problem-solving skills.
• Ability to work independently and in a team.

Responsibilities

• Identify and pursue new business opportunities to achieve sales and margin targets.
• Develop and implement strategic sales plans to expand the customer base.
• Conduct market research to identify potential clients and understand their needs.
• Ability to present and manage Watsco Ventures and digital programs.
• Maintain awareness of all HVAC contractors in defined territory and develop relationships with key influencers/decision makers.
• Participate in HVAC and refrigeration seminars and local associations.
• Build and maintain strong relationships with clients and serve as the primary point of contact.
• Conduct regular meetings and presentations to showcase products/services.
• Reinforce elite contractors rules of engagement and present scorecards and YTD sales results.
• Manage the entire sales process from lead generation to closing deals.
• Prepare and deliver compelling sales presentations and proposals.
• Work closely with internal teams to ensure client satisfaction.
• Monitor and analyze sales and margin performance in Salesforce and BI.
• Prepare regular reports on sales activities, pipeline status, and revenue forecasts.

Skills

Sales experience

Account management

Communication skills

Negotiation skills

CRM software

Field sales

Teamwork

Analytical thinking

Education

Bachelor’s degree in Business/Marketing

Advanced degree preferred

Tools

Salesforce

CRM software

Microsoft Office Suite

Job description

Required Qualifications

• Proven experience as a Sales Executive, Account Manager, or similar role.
• Proven track record of bringing in new business
• Strong understanding of HVAC and construction market, along with the sales process in theconstruction segment.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to manage multiple clients and projects simultaneously.
• Proficiency in CRM software and Microsoft Office Suite, Salesforce preferred.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.

Preferred Qualifications

• Experience in HVAC industry
• Strong network in the HVAC industry and strong contacts with builders in new construction.

Bachelor’s degree in Business, Marketing, or a related field, advance degree preferred.

The Account Executive will be responsible for driving sales and margin growth by identifying andrecruiting new business opportunities, managing client relationships, and ensuring customer satisfaction.This role requires an inspiring people leader who is proactive and has strong HVAC sales acumen,excellent communication skills, and the ability to thrive in a fast-paced environment. The AccountExecutive will be comfortable with up to 80% plus time in the field and have a proven track record of success in HVAC industry.

Duties and Responsibilities

Sales/Margin and Business Development:

• Identify and pursue new business opportunities to achieve sales and margin targets.
• Develop and implement strategic sales plans to expand the customer base.
• Conduct market research to identify potential clients and understand their needs.
• Ability to present and manage Watsco Ventures and digital programs.
• Maintain awareness of all HVAC contractors in defined territory and develop relationshipswith all key influencers/decision makers of each target contractor
• Participate in HVAC and refrigeration seminars and local associations.

Client Relationship Management:

• Build and maintain strong relationships with clients and serve as the primary point ofcontact, addressing their needs and concerns promptly and effectively.
• Conduct regular meetings and presentations to showcase our products/services.
• Reinforce elite contractors rules of engagement and regularly present scorecards and YTD salesresults.

Sales Process Management:

• Manage the entire sales process from lead generation to closing deals.
• Prepare and deliver compelling sales presentations and proposals.

Collaboration and Coordination:

• Work closely with internal teams-marketing, productdevelopment, order management, technical services and pricing, to ensure clientsatisfaction.

Reporting and Analysis:

• Monitor and analyze sales and margin performance in Salesforce and BI
• Prepare regular reports on sales activities, pipeline status, and revenue forecasts.
• Provide insights and recommendations based on data analysis to improve salesstrategies.
• Reviews monthly team accounts with Account Manager

In addition to the above responsibilities, this individual is held accountable for all other duties asassigned.