Key Account Manager - HVAC/R

CSA Group Testing & Certification Inc.; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

CSA Group Testing & Certification Inc. in Plano, TX, is seeking a Key Account Manager to drive growth and deliver superior service for HVAC/R customers.

You will serve as the internal sales and customer contact for inquiries, quotes, and service for assigned medium-sized accounts. You will follow up on opportunities via email, in person, and phone, supporting new business for CSA Group TIC services, and engage in proactive outreach to increase business from existing accounts.

Qualifications

• Post-secondary education required.
• 2–4 years of sales experience in HVAC/R product safety and performance testing space preferred.
• Travel up to 30% of the time.
• Salesforce and Workday familiarity is a plus.
• Proficiency in Word, Excel, PowerPoint, and CRM/database applications.

Responsibilities

• Initiates the sales process, providing preliminary and ongoing information to existing clients.
• Manages the sales process by promptly responding to inquiries and visits to present CSA Group Testing, Inspection and Certification services.
• Promotes CSA testing services including certification, performance testing and SI/FE with internal coordination.
• Prioritizes work assignments and follow-up responses to client inquiries and proposals.
• Develops relationships with clients and identifies growth opportunities within assigned accounts.
• Prepares cost proposals using questionnaires and worksheets.
• Maintains accurate client files and inputs data into the shared sales database.
• Collaborates with HVAC/R Business Manager and Sales team to grow business.
• Provides customer care on inquiries, quotes and services for assigned area.
• Supports marketing events with pre-work, scheduling, mailings, and materials.
• Sends proposals and follows up to answer questions and document activities.

Skills

Sales experience

English communication

Detail oriented

Time management

Presentation skills

CRM skills

Education

Post-secondary education

Tools

Salesforce

Workday

Job description

Employment Status: Regular

Time Type: Full time

BUILDING A WORLD CLASS TEAM STARTS WITH YOU

At the heart of CSA Group is a vision: making the world a better, safer, more sustainable place. It's been part of our mission for nearly one hundred years: from the first engineering standard for railway bridges developed in 1919, to more than 3,500 standards, codes & related products today.

Headquartered in Canada, with a global footprint of more than 30 labs and offices across Europe, Asia and North America, CSA Group tests, inspects and certifies a wide range of products - from every day househould items to leading edge technology-to meet exacting requirements for safety, performance and environmental impact.

Our employees take pride in making a difference in people's lives through the work that we do. We're looking for people like you to help make it happen.

Job Summary

The Key Account Manager (KAM) promotes continued growth and superior customer service for current customers within the HVAC/R market. Serves as an internal sales and customer contact for initial inquiries, quotes and service for assigned medium-sized accounts within an assigned area. Follows up on sales and marketing opportunities via e-mail, in-person and phone communications. Supports and promotes continued growth of new business for CSA Group TIC services. Engages in proactive company research and customer outreach to increase business from assigned medium-sized accounts.

Responsibilities

• Initiates the sales process, providing preliminary and ongoing information to existing clients.

• Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group Testing, Inspection and Certification services.

• Contacts current customers and promotes CSA testing services including, but not limited to, certification, performance testing and Special Inspection / Field Evaluations (SI/FE), and engages in facilitating the appropriate internal contact when other services are needed

• Prioritizes work assignments and follow‑up responses to client inquiries and proposals.

• Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the approach to secure new business.

• Prepares cost proposals of services for clients, using applicable questionnaires and worksheets.

• Maintains accurate and complete client files, including the input of existing client information into the shared sales database.

• Works closely with the HVAC/R Business Manager

• Works closely with the Sales team to support and promote continued growth of new business.

• Works closely with customers to provide customer care on inquires, quotes and services with an assigned area.

• Works in conjunction with the Marketing team to provide administrative and coordination support for events, including pre-work, scheduling, mailings, marketing materials, and customer contacts.

• Prepares quotes for clients, using applicable questionnaires and worksheets.

• Sends proposals to clients and conducts follow‑up calls to provide further information, answers questions and documents these activities for further follow‑up, including Notices and FIR Findings where applicable.

• Maintains input of existing client information into Centra.

• Regularly follows up on open quotations and sales opportunities.

• Research customer accounts, identifies opportunities for growth and generating leads and demand.

• Expected to meet/exceed sales targets for assigned medium‑sized accounts.

Preferred Qualifications

• Post‑secondary education required.

• 2-4 years of sales experience in the HVAC/R product safety and performance testing space preferred

• Understanding of Salesforce and Workday a plus.

• Knowledge of the safety Testing, Inspection and Certification industry

• Must be able to travel up to 30% of the time

• Computer proficiency in Word, Excel, PowerPoint, (Microsoft Outlook or an equivalent CRM application) and database applications.

• Excellent verbal and written English communication skills.

• Excellent phone and customer service skills.

• Detail oriented and able to handle multiple tasks.

• Able to maintain positive contacts within all levels of the organization to exchange explain and interpret information or ideas and follow‑up on client requests.

• Proven ability to consistently meet or exceed sales goals.

• Ability to prepare cost proposals promptly to meet customers' needs.

• Strong organization and time management skills.

• Ability to draft and deliver sales presentations

CSA Group is an Equal Opportunity Employer and is committed to diversity, equity, and inclusion. We prohibit discrimination and harassment of any kind based on any grounds stipulated by applicable laws. We are an organization where opportunities are based on skills and abilities, and differences are respected and valued. Please contact us at [e-mail] if you require accommodation in the interview process.