Account Executive

Cali Automation Corp; Santa Ana (CA); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Cali Automation is seeking an Account Executive to win and grow client accounts across commercial and luxury residential markets in Santa Ana. You will own accounts from first contact to signed contract, collaborating with homeowners, builders, architects, and designers.

As an authorized Savant, Crestron, Lutron and Control4 dealer with in-house engineering and programming, you will design, install and support projects, combining office time with client meetings, site visits, and occasional

Qualifications

• 2+ years in B2B or B2C sales, ideally in AV integration or home automation.
• Proven ability to prospect, run a sales cycle and close to target.
• Confident presenting to homeowners, builders and decision makers; strong negotiation skills.
• Disciplined follow-up and CRM experience.

Responsibilities

• Prospecting: generate and qualify new opportunities through outreach, referrals, builder and designer relationships, and inbound leads.
• Discovery & site visits: meet with clients and walk sites to understand goals, budget and timeline for audio, video, lighting, shading, networking and control.
• Proposals: partner with Estimator and engineering to build accurate proposals, then present to clients.
• Closing: negotiate terms and close deals to meet or exceed monthly and quarterly targets.
• Account management: stay the main contact through the project and grow accounts with upgrades and service plans.
• CRM & forecasting: keep activity, opportunities and forecasts up to date in the CRM and report pipeline to Sales Manager.
• Handoff: ensure a clean handoff to project management with scope, drawings and expectations.
• Additional duties: perform other related tasks as assigned.

Skills

B2B/B2C sales experience

Prospecting and closing

CRM management

Effective communication

Time management

Tools

CRM software

Job description

Embark on a rewarding journey with Cali Automation. Discover exciting opportunities to join our dynamic team, where innovation and passion come together to shape the future of audiovisual solutions.

Account Executive

Job Category:

Job Type:

Full Time – Hybrid

Job Location:

Santa Ana, CA (Hybrid)

Job Description:

Cali Automation is hiring an Account Executive to win and grow client accounts across commercial and luxury residential markets. Reporting to our Sales Manager, you will own your accounts from first conversation to signed contract, working with homeowners, builders, architects, interior designers, facility managers and corporate clients.

As an authorized Savant, Crestron, Lutron and Control4 dealer with a certified in-house engineering and programming team, we design, install and support everything we sell, so you can sell with confidence. This is a full-time, hybrid role based out of our Santa Ana office, combining office time, client meetings and site visits, and remote work.

Requirements:

• Experience: 2+ years of B2B or B2C sales experience, ideally in AV integration, home automation, low-voltage, electrical, security or another technical field.
• Track Record: Proven ability to prospect, run a sales cycle and close to a target.
• Communication: Confident presenting to homeowners, builders and business decision makers, with strong written and negotiation skills.
• Organization: Disciplined follow-up and experience working in a CRM.
• Travel: Valid driver’s license and reliable transportation for client meetings and site visits.

Knowledge:

• Platforms: Familiarity with Savant, Crestron, Lutron, Control4 or Q-SYS is a strong plus; we will train the right candidate.
• Markets: Connections in the Southern California builder, architect and design community or in commercial AV are a plus.
• Projects: Ability to read floor plans and understand project phases, from pre-wire to trim-out and commissioning.

Responsibilities:

• Prospecting: Generate and qualify new opportunities through outreach, referrals, builder and designer relationships, and inbound leads.
• Discovery & Site Visits: Meet with clients and walk sites to understand their goals, budget and timeline for audio, video, lighting, shading, networking and control.
• Proposals: Partner with our Estimator and engineering team to build accurate proposals, then present and walk clients through them.
• Closing: Negotiate terms and close deals to meet or exceed your monthly and quarterly targets.
• Account Management: Stay the main point of contact through the project, and grow accounts with upgrades, service agreements and support plans.
• CRM & Forecasting: Keep all activity, opportunities and forecasts up to date in the CRM and report pipeline to the Sales Manager.
• Handoff: Ensure a clean handoff to project management with clear scope, drawings and expectations.
• Additional Duties: Perform other related tasks as assigned.