Account Manager I

AIR Control Concepts; Seattle (WA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, Dental, Vision

HSA with employer contributions

FSA

Life/AD&D Insurance

Paid Family Leave

Holidays - 10 days

Disability insurance

Referral bonuses

Other voluntary fringe benefits

Job summary

Dorse & Company, a member of the AIR Control Concepts family, is seeking an Account Manager I in Seattle, WA. This role focuses on providing exceptional customer service, supporting pre- and post-sale activities, and coordinating with estimating, project management, and sales teams.

Travel for customer visits and industry events will be required. Qualified candidates will have 3+ years of HVAC account management and sales experience, strong communication skills, and proficiency with Microsoft

Qualifications

• 3+ years HVAC account management experience.
• 3+ years of sales experience.
• Strong written and oral communications skills.
• Experience in a high-volume business environment.
• Proficiency in Microsoft Office, Oracle, and CRMs.
• Advanced HVAC product knowledge and cross-referencing skills.

Responsibilities

• Collaborate with estimation, project management, sales support, accounting to manage projects.
• Provide customer service and technical assistance to clients.
• Conduct weekly customer visits for relationship building and new project development.
• Prepare submittals and orders using manufacturer databases and Dorse software.
• Track open orders and update internal and external stakeholders.
• Perform prebid research and set up project opportunities in CRM systems.
• Develop budget pricing and finalize estimates during bid reviews.

Skills

HVAC account management

Sales experience

Communication skills

Technical/database proficiency

Microsoft Office

CRM systems

HVAC product knowledge

Education

Bachelor’s in Mechanical Engineering / Construction Management

Tools

Bluebeam

Vendor software

CRM software

Job description

Title: Account Manager I

Operating Company: Dorse & Company

Location: Seattle, WA

FLSA Status: Exempt

Salary Range: $120,000-$150,000 annually

Dorse & Company - A member of the AIR Control Concepts family. As an HVAC distributor for the Pacific Northwest, we approach each project by learning as much as we can about our customers’ needs. Then, we apply decades of HVAC supplier experience, lean on our specialized teams for expertise and create the right solution. Service doesn’t stop at the sale. Shipment tracking, follow-up and jobsite delivery are standard procedures in a job well done by Dorse. Bob Dorse started Dorse and Company in 1965 as a manufacturer’s distributor of HVAC products and one of the “original” Greenheck representatives. In 1995, after 30 years of service, Bob Dorse sold the company to Will Leahy and Fred Ford. In 2011, Will Leahy became the sole owner of Dorse, where he continues to cultivate the core values that make it a special place to work and do business today. With 300 years of collective HVAC experience, the Dorse team has a deep understanding of the commercial HVAC industry that is unmatched in our market.

Click here to view our website: About - Dorse & Company - HVAC Distributor

Job Description

The Account Manager provides customer support, working alongside several departments to deliver outstanding service to customers. The Account Manager supports projects pre-sale and assists post-sale; depending on project complexity ranging from weeks to several months.

Essential Duties and Responsibilities

• Actively works with estimating, project management, sales support, inside sales and accounting to facilitate all project stages.
• Supports customers by providing customer service and technical assistance.
• Communicate with customers in a high-volume environment via phone, email and in person.
• Required to make weekly customer visits to foster a relationship, follow-up quotes and to support new project development. This includes technical presentations and marketing events.
• Manage accounts of any size to support the business. Including supporting house account requests in a timely and courteous manner.
• Travel for customer factory visits, industry events and factory training
• Work with in-house engineering and the customer to promote products for basis of design.
• Prebid research – for new projects, research if it’s a re-bid or same project/opportunity. Set up project opportunities in the appropriate system.
• Understand product market pricing. Collect customer bid feedback and enter into CRM.
• Provide budget pricing based on a narrative and design development stages.
• Finalizing estimates through pre-bid reviews.
• Accurately perform product takeoff without needing manager or peer assistance.
• Capable of preparing submittals and orders using manufacturer databases and Dorse software packages. Manage multiple projects at the same time.
• Work with Project Managers to review and track open orders, providing updates to internal and external stakeholders as needed.
• Perform customer credit review and gather information for materialman filing.

Additional duties may be assigned as needed to support business operations; however, such duties will be reasonable, job-related, and consistent with the scope, level, and classification of the position.

Work Environment & Physical Demands

Work Environment

• Under 1/3 of the time, employee will be working near moving mechanical parts, high, precarious places and around fumes or airborne particles.
• The noise level in the work environment is moderate while in the office and loud while working in the warehouse.

Physical Demands

• Under 1/3 of the time, this employee will be standing, walking, reaching with hands and arms, climbing, balancing, stooping, kneeling, crouching and/or crawling. Lifting more than 50 lbs.
• Over 2/3 of the time, this employee will be sitting, using hands to handle or feel, talking, hearing (listening)

Experience and Requirements

Required

• 3+ years of prior HVAC Account Management experience required.
• 3+ years of Sales Experience
• Strong written and oral communications skills are essential.
• Experience working in a high-volume business.
• Strong technical/database acumen is required including proficiency in Microsoft Office software, Oracle, CRMs and partner databases.
• Advanced HVAC Product Knowledge – Understands product names, descriptions, functionality and ability to cross reference or substitute. Understands industry terms, differentiation between products, manufacturers. Ability to identify product exclusions in bid documents.

Preferred

• Bachelor’s Degree in Mechanical Engineering / Construction Management or related discipline required, experience in lieu of education is acceptable.
• Knowledge of the following software: Word Processing, Spreadsheets, Internet. Microsoft Office Suite, Oracle, Bluebeam, and Vendor Software.

Benefits

• 401(k) with employer match (immediate vesting)
• Medical – HDHP & PPO options, Dental and Vision
• HSA with employer matching contributions
• FSA & Limited FSA
• Employer Paid Life/AD&D Insurance
• Voluntary Life Insurance Plans
• Paid Family Leave
• PTOPaid Company Holidays – 10Days
• Employer Paid Short-term Disability
• Long-term Disability
• Referral Bonus Opportunities
• Other voluntary fringe benefits

The Company provides equal employment opportunity in accordance with applicable laws and prohibits discrimination and harassment. Employment decisions are based on business needs and qualifications.

The Company complies with disability laws and provides reasonable accommodations to qualified individuals.