Account Manager

Cook & Boardman, LLC; Charleston, Northern (SC, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Cook & Boardman, LLC is seeking an Account Manager to act as a trusted advisor, identifying security and access needs and delivering integrated solutions across access control, video surveillance, and door hardware. You will work with internal teams to coordinate proposals, pricing, and schedules while managing client relationships across assigned accounts and territories.

The role requires consultative sales experience, strong technical acumen, and the ability to coordinate with engineering,

Qualifications

• High school diploma or equivalent; bachelor’s degree in business, construction management, or related field preferred
• 3+ years of experience in sales, account management, or estimating in security integration, low-voltage, or construction industry preferred

Responsibilities

• Develop and maintain relationships with customers, general contractors, and construction managers across assigned accounts and territories
• Identify and qualify opportunities for integrated security and door hardware solutions
• Conduct onsite and virtual presentations highlighting access control, video surveillance, and openings solutions
• Collaborate with internal brands to ensure coordinated proposals
• Coordinate with engineering, project management, and estimating teams to prepare scopes, pricing, and timelines
• Prepare and deliver proposals, RFP responses, quotes, and technical documentation
• Manage sales pipeline and CRM data integrity
• Stay informed of product developments and competitor activity
• Facilitate handoffs to project and operations teams
• Participate in sales meetings and trainings
• Other duties as assigned

Skills

Account management

Sales

Project coordination

CRM proficiency

Technical communication

Education

High school diploma

Bachelor's degree preferred

Tools

ConnectWise CRM

Blueprints reading

Architectural drawings

Security systems knowledge

Job description

As an Account Manager, you’ll serve as a trusted advisor to clients, identifying their security and access needs and delivering integrated solutions that span access control, video surveillance, and door and hardware systems. This role requires a combination of consultative sales expertise, technical acumen, and strong project coordination with internal teams.

Essential Functions

• Develop and maintain strong relationships with customers, general contractors, and construction managers across assigned accounts and territories
• Identify and qualify opportunities for integrated security and door hardware solutions through proactive outreach, referrals, and territory management
• Conduct onsite and virtual presentations that highlight the company’s capabilities in access control, video surveillance, and openings solutions
• Partner with the internal brands and divisions to ensure coordinated proposals that align access control and physical opening requirements
• Collaborate with engineering, project management, and estimating teams to prepare accurate scopes, pricing, and timelines
• Prepare and deliver professional proposals, RFP responses, quotes, and technical documentation in coordination with marketing and leadership
• Manage sales pipeline and activity in CRM tools (e.g., ConnectWise or similar), ensuring data integrity and compliance with company processes
• Stay informed of product developments, emerging technologies, and competitor activity within the security integration and door hardware markets
• Facilitate handoffs to project and operations teams, ensuring smooth transitions from sale to execution
• Participate in regular sales meetings and training initiatives, including continued education through internal platforms (e.g., ConnectWise)
• Other relative duties as assigned

Minimum Qualifications

• High school diploma or equivalent; bachelor’s degree in business, construction management, or a related field is preferred
• 3+ years of experience in sales, account management, or estimating in the security integration, low-voltage, or construction industry preferred

Knowledge, Skills, and Abilities

• Understanding of access control, CCTV, intrusion detection, and/or door hardware and electronic locking systems
• Ability to read and interpret blueprints, architectural drawings, and specifications
• Strong verbal and written communication skills with the ability to present to both technical and non-technical audiences
• Excellent organizational, time management, and follow-up skills with a proven ability to manage multiple projects and deadlines
• Self-motivated and results-driven, with the ability to work independently and collaboratively
• Commitment to delivering exceptional customer service and maintaining long-term client relationships

Physical Demands

This position requires physical activity consistent with a construction or installation environment. The employee will spend more than two-thirds of their time standing, kneeling, crouching, stooping, using hands to handle or feel, and reaching with hands and arms. Approximately one-third of the time may be spent walking and engaging in verbal communication or listening. Frequent lifting and moving of materials weighing between 25 and 50 pounds is required.

Work Environment

This role may involve travel to project sites and exposure to a variety of environmental conditions. These may include outdoor weather, proximity to forklifts or other heavy machinery, and the use of hand tools or hardware. Employees may be subject to frequent heavy lifting and other physical demands typical of a construction or warehouse environment.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skills, and abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.