HVAC Account Manager - Technical Sales & Projects Lead

Seven Executive Limited; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with employer match

Medical coverage (HDHP and PPO)

Dental and vision coverage

Health Savings Account

Flexible Spending Account

Employer-paid life and AD&D

Job summary

Seven Executive Limited in Seattle is seeking an Account Manager to support customers throughout the project lifecycle, from pre-sale enquiries through to post-sale delivery. Working closely with internal teams, you will manage customer relationships, provide technical assistance and coordinate projects ranging from several weeks to several months.

You will work with estimating, project management, sales support, inside sales and accounting to support all project stages, deliver technical

Qualifications

• At least three years of HVAC account management experience.
• At least three years of sales experience.
• Strong written and verbal communication skills.
• Experience working in a high-volume business.
• Strong technical and database skills, including proficiency in Microsoft Office, Oracle, CRM systems and manufacturer databases.
• Advanced HVAC product knowledge, including product functionality, cross-referencing and suitable substitutions.
• Understanding of industry terminology and differences between products and manufacturers.
• Ability to identify product exclusions within bid documents.

Responsibilities

• Work with estimating, project management, sales support, inside sales and accounting to support all project stages.
• Provide customer service and technical assistance.
• Communicate with customers by phone, email and in person in a high-volume environment.
• Conduct weekly customer visits to build relationships, follow up on quotations and support new project opportunities.
• Deliver technical presentations and participate in marketing events.
• Manage accounts of varying sizes, including responding to house account enquiries.
• Travel for customer factory visits, industry events and manufacturer training.
• Work with internal engineering teams and customers to promote products for basis-of-design selection.
• Conduct pre-bid research, identify repeat bids or existing opportunities, and record projects in the appropriate system.
• Understand market pricing, gather customer bid feedback and maintain accurate CRM records.
• Provide budget pricing based on project narratives and design development information.
• Finalise estimates through pre-bid reviews.
• Independently complete accurate product takeoffs.
• Prepare submittals and orders using manufacturer databases and internal software.
• Manage multiple projects simultaneously.
• Work with Project Managers to track open orders and provide updates to customers and internal stakeholders.
• Perform customer credit reviews and gather information required for materialman filings.
• Undertake additional reasonable duties consistent with the scope and level of the role.

Skills

HVAC account management

Sales experience

Communication skills

High-volume environment

CRM proficiency

Office software

Education

Bachelor's degree in Mechanical Engineering or related field

Tools

Oracle

CRM systems

Manufacturer databases

Microsoft Office

Job description

Seven Executive Limited in Seattle is seeking an Account Manager to support customers throughout the project lifecycle, from pre-sale enquiries through to post-sale delivery. Working closely with internal teams, you will manage customer relationships, provide technical assistance and coordinate projects ranging from several weeks to several months.

You will work with estimating, project management, sales support, inside sales and accounting to support all project stages, deliver technical