SB Account Specialist- Client Direct

Turner Construction Company; New York (NY); On-site; USD 120,000 - 155,000; Full time

Job summary

Turner Construction Company is seeking a SourceBlue sales operations professional to execute strategies, identify opportunities, and advance pursuits with Marketing, Operations, and Legal teams. The role involves pipeline development, market research, and client engagement to strengthen long-term relationships.

Responsibilities include coordinating pursuit activities, maintaining opportunity lists, and collaborating with Account Executives to close deals.

Qualifications

• Bachelor's Degree from an accredited program with 4+ years in inside sales, business development, or sales operations.
• Advanced understanding of sales pipeline management and experience with CRM systems.
• Proficient in the Microsoft Office suite and collaborative tools.
• Excellent verbal and written communication with ability to present confidently.
• Ability to collaborate with stakeholders across levels and travel as needed.

Responsibilities

• Coordinate early-stage pipeline activities and advance qualified opportunities toward proposals.
• Conduct market research to identify target areas, projects, and clients.
• Prospect new sales leads through outreach and participation in industry events.
• Develop and maintain lists of opportunities in market segments or regions.
• Prepare pursuit information and keep teams informed of timelines.
• Partner with account executives to execute strategies and strengthen relationships.
• Support client engagement through meetings and pursuit collateral.
• Input business requirements into CRM, PA, CA, and ICC+Surety requests.
• Generate reports and scorecards reflecting pursuit status.
• Review owner contracts for accuracy and maintain CRM data.
• Collaborate with Legal to assess risks and summarize contract details.
• Ensure coherence and compliance in proposals and presentations.
• Assist Marketing with client-centric proposals and collateral.
• Support pre-sales activities and RFQ/RFP responses.

Skills

Sales pipeline management

CRM systems

MS Office

Communication skills

Client relationships

Travel willingness

Education

Bachelor's Degree

Tools

CRM software

Microsoft Office

Job description

Division: SourceBlue

Project Location(s): CA USA

Travel Involved: 20-30%

Job Type: Regular

Job Classification: Experienced

Job Family: SourceBlue

Compensation: Salaried Exempt

SourceBlue is a subsidiary of Turner Construction Company that has been purchasing materials and equipment for major construction projects since 2001. With a staff of 350+ dedicated professionals and ~1B in equipment and materials procured annually, we provide Clients with comprehensive supply chain services that are unmatched in the industry today.

Internal Applicants: This position can be performed from any Turner office.

Position Description

Execute sales operations to support SourceBlue sales leadership. Implement sales strategy, identify and qualify opportunities, prospect new clients, and maintain active pipelines. Conduct market research, perform pursuit coordination, proposal development, and support client engagement in collaboration with Marketing, Operations, and Legal teams to advance pursuits and strengthen long-term client relationships.

Essential Duties & Key Responsibilities

• Coordinate SourceBlue (SB) early-stage pipeline activities including conducting discovery calls, validating client needs, and advancing qualified opportunities toward proposal meetings with SB Account Executives or senior team members.
• Conduct research to identify and qualify target areas, projects, and clients in support of business development strategy.
• Prospect new sales leads through cold calling, market research, and participation in industry events.
• Develop, track, and maintain lists of business opportunities in assigned market segments or regions.
• Gather and organize pursuit information, clearly communicate updates, and keep teams informed of expected timelines.
• Partner with SB Account Executive team to execute pursuit strategies, organize internal resources, and strengthen client relationships.
• Support account maintenance programs and client engagement activities, including meetings and events as required during non-standard working hours.
• Input business requirements into Client Relationship Management System (CRM), Proposal Authorizations (PA), Contract Authorizations (CA), and ICC+Surety requests in compliance with internal deadlines.
• Generate accurate reports and scorecards to reflect pursuit status against business development metrics.
• Perform preliminary reviews of owner contracts for accuracy; maintain detailed account and contract information in CRM, including PAs, CAs, Sales Importer of Record (IOR), and sales scorecards.
• Uphold strict adherence to company ethics and compliance requirements in all clients, contract, and pursuit activities.
• Collaborate with internal Legal team counsel to assess risks, document findings, and communicate contract summaries to stakeholders.
• Review proposals and presentations for coherence, completeness, compliance, consistency, and correctness.
• Provide content to collaborate with Marketing team to create compelling client-centric proposals, presentations, and pursuit collateral.
• Provide insights to pursuit strategy development and contribute to pre-sales activities.
• Support preparation of technical briefs outlining project approach, relevant experiences, and strategic strengths in Requests for Questions/Proposals (RFQ/RFP) responses.
• Other activities, duties, and responsibilities as assigned.

The salary range for this position is estimated to be 120,000.00 - 155,000.00 USD annualized.

Qualifications

• Bachelor's Degree from accredited degree program with 4 or more years of experience working in inside sales, business development, or sales operations, with a proven record of outbound calling and lead qualification activities; or equivalent combination of education, training, and experience.
• Advanced understanding of sales pipeline management and working experience with Client Relationship Management Systems (CRM) and sales opportunity tracking methodologies.
• Proficient computer skills, Microsoft Office suite of applications, and collaborative tools.
• Exceptional phone presence with active listening and interpersonal skills to engage and build rapport quickly.
• Professional verbal and written communication skills, including confident presentation delivery.
• Ability to collaborate closely with professionals and stakeholders across organizational levels within company and externally.
• Background and knowledge in commercial construction or preconstruction.
• Technical expertise to differentiate services and communicate value proposition in support of sales processes.
• Ability to demonstrate accountability, discretion, and manage sensitive information.Problem-solving mindset with strong organizational and time-management skills.
• Flexible to extend working hours and ability to travel for team or client engagements as needed.
• Regular travel; travel modes include air, train, and vehicle.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, climb, balance, stoop, kneel, crouch, crawl, use hands to finger, handle or feel objects, tools, or controls, and reach with hands, talk, and hear. The employee frequently views a computer monitor and frequently uses a computer keyboard. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is regularly required to be mobile, and the employee regularly travels both short and long distances via a variety of conveyances. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee may perform work on-site at construction work sites, office locations, and/or off-site venues. While performing the duties of this job, the employee regularly works in an office setting. The noise in the work environment is usually quiet to moderate in an office setting. The employee is required to work in compliance with company safety policies, procedures, and applicable laws.

Turner is an Equal Opportunity Employer - race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other characteristics protected by applicable law.