Account Executive

Socket.dev; Thousand Palms (CA); On-site; USD 75,000 - 96,000; Full time

Job summary

Socket.dev is seeking an Account Executive in Thousand Palms, CA, to drive HVAC sales and margin growth. The role emphasizes identifying new opportunities, managing client relationships, and achieving customer satisfaction in a fast-paced environment.

The ideal candidate has proven sales experience in HVAC, strong communication and negotiation skills, and the ability to work up to 80% in the field. Familiarity with Salesforce and CRM tools is preferred.

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 and sales processes.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to manage multiple clients and projects simultaneously.
• Proficiency in CRM software and Microsoft Office; Salesforce preferred.

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.
• Present and manage Watsco Ventures and digital programs.
• Maintain awareness of HVAC contractors in the territory and build relationships with key decision makers.
• Participate in HVAC and refrigeration seminars and local associations.
• Build and maintain relationships with clients 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 results.
• Manage the entire sales process from lead generation to closing deals.
• Prepare and deliver compelling sales presentations and proposals.
• Collaborate 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

New business development

HVAC market knowledge

CRM proficiency

Negotiation

Communication skills

Independent & team work

Education

Bachelor’s degree in Business/Marketing or related field

MBA or advanced degree (preferred)

Tools

Salesforce

Microsoft Office

Job description

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 of contact, addressing their needs and concerns promptly and effectively.
• Conduct regular meetings and presentations to showcase our products/services.
• Reinforce the elite contractors rules of engagement and regularly present scorecards andYTD sales results.

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, assigned Account Manager(s), marketing, productdevelopment, order management, technical services and pricing, to ensure client satisfaction.

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.

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

Qualifications

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.

Pay Range: $75K-96K