Strategic Accounts Exec

Everon; Irving (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Everon in Irving, TX seeks a senior SAE to lead the commercial team for large clients. You will manage client strategy, coordinate sales support, and align Everon resources to deliver services and maintain profitability.

You will conduct site surveys, prepare quotes, track opportunities in Salesforce, and drive customer satisfaction by resolving issues and ensuring timely delivery. This role requires strong relationship-building, contract negotiation, and cross-functional collaboration with

Qualifications

• Minimum education in business or related field with strong communication skills.
• Experience in managing large client accounts and sales processes.
• Ability to develop proposals and present scopes of work to clients.

Responsibilities

• Contributes to daily sales and marketing efforts with the Director of Client Program Management.
• Creates and presents the client proposals including Scope of Work & System Function descriptions.
• Completes sales package and coordinates project handover to PM with required docs.
• Conducts Quarterly Business Reviews with client stakeholders to review requirements.
• Maintains up-to-date knowledge of Everon Commercial systems.
• Tours client sites to verify quality installation of Everon solutions.
• Forecasts labor and project costs in collaboration with the client team.
• Ensures profitability and client satisfaction across projects.

Skills

Client relationship management

Sales coordination

Strategic selling

Communication

Education

Associate's or Bachelor's degree in business

Tools

MS Word

MS Excel

Design software

Project management software

Job description

Company Overview

At Everon, we truly believe that our people are the difference – for our organization, the customers we serve and the communities we protect. When you’re a part of Everon, you’ll have the opportunity to be a part of that difference every day. With more than 100 locations, a deep national presence, and comprehensive portfolio of solutions and services, our employees are always poised for career advancement and growth. For more information, visit www.everonsolutions.com or follow us on LinkedIn.

Company Overview

At Everon, we truly believe that our people are the difference – for our organization, the customers we serve and the communities we protect. When you’re a part of Everon, you’ll have the opportunity to be a part of that difference every day. With more than 100 locations, a deep national presence, and comprehensive portfolio of solutions and services, our employees are always poised for career advancement and growth. For more information, visit www.everonsolutions.com or follow us on LinkedIn.

Position Summary

This position is integral to providing valuable services to Everon’s largest clients. No one person can “do” all of the services that Everon brings to our larger clients, so we have created a position that is responsible for the Everon Commercial team that provides the services to our larger clients. The purpose of this position is to establish and maintain a long-term profitable partnership with our new and existing large clients. The SAE must be adept at uncovering customer needs and demonstrating how Everon Commercial can fulfill those needs using the process, products and services. The SAE is responsible for client strategy, sales support activities and coordinating the Everon team in the delivery of Everon’s services. The team could consist of eSRG, Operations (PM, QRT, Installation, AE), Engineering (DD, CE, Design) and Solution Support (Service, Managed Services). The SAE ensures that the proper Everon’s resources are in place and that they provide valuable services to our clients. The SAE also responds and resolves client concerns. The position ensures ongoing client satisfaction. The SAE collaborates with the assigned Everon team to manage, input and track sales requests (SF and SP), attendance at design meetings with clients, performance of on-site-surveys, coordinates with all other Everon for project tracking and delivery, services logs. SAE ensures that Everon is providing accurate and timely quotes and invoices, follows up with client to confirm satisfaction. Measurement of the success of the SAE is directly correlated to the profitability of all projects and continued client satisfaction. The SAE will continuously strive to position Everon as the leader in the marketplace with the best services, products, installations and support capabilities.

Essential Duties And Responsibilities

• Contribute to the daily sales and marketing efforts with the Director of Client Program Management
• Creates and Presents the client detailed proposals including “Scope of Work” & “System Function” descriptions designed specifically to meet the client's needs.
• Completes sales package and turns project over to PM with all required documentation. Collaborates with the Operations department to allocate personnel resources required to meet client installation time-frame and expectations.
• Conducts Quarterly Business Review, face-to-face meeting with the Client stake holders to review the client’s requirements, all inquiries, open quotes, completed projects, etc.
• Maintains up-to-date knowledge of all Everon Commercial systems.
• Coordinates or conducts site surveys at client’s place of business and analyze client requests and requirements.
• Reviews “new and unusual” requests or requirements with the client. As necessary, works with the client team to perform system demonstrations of products likely to meet prospect’s requirements.
• Develops and maintain relationships with decision-making, decision-influencing, and purchasing contacts.
• Investigates and resolves client problems in a timely manner.
• Demonstrates a team spirit in all job-related activities and communications with co-workers and clients.
• Oversees the sales to service process, including quoting, assists operations in billing and is responsible for overall profitability.
• Follows up on client training and ensures adequate proficiency to maximize the benefit.
• Makes notes of all actions and tasks in Salesforce/Sales Pilot and all client communications, conversations, etc.

Implements and follows up on quality assurance program to continuously improve client satisfaction

• Present a professional image of Everon Commercial when speaking to clients.
• Develop optimal relationship with multiple client decision makers.
• Routinely walks job site to ensure quality installation of Everon commercial solutions.
• Accountable for client satisfaction on projects/service.

Monitors Job Status And Oversees Job Costs

• Assists the PM’s to forecast program labor requirements on a quarterly basis.
• Assists client team and the accounting department in monthly billing forecasting.
• Assists PM in estimates and monthly project progress billing to capture all project costs.
• Coordinates cost control by reviewing project Job costing data.
• Utilizes financial data and reporting tools to monitor client project cost status. Provides management with job cost analysis and provides recommendations if needed.
• Works with client team to devise plans-of-action to remedy problems and implement plans; all to assure projects profitability and client satisfaction.
• Studies literature and attends seminars to keep current on products, processes and materials.
• Attends tradeshows and key industry meetings as required. Makes recommendations for client personnel to meet with Everon and Manufacturer representatives at tradeshows.
• Meets with Everon Service Managers to review client service requirements and examine potential client dissatisfaction issues.
• Meet with Everon Associate Client Managers to ensure that client is current on all Software Support Agreements and that client is aware of and strongly encouraged to participate in Everon Preventative Maintenance, Testing, and Maintenance Agreement programs. #REMOTE

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications - External

Education: Associates degree or Bachelor’s degree in business is desirable.
Language Ability: The ability to read and interpret documents such as project specifications, safety rules, operating and maintenance instructions and procedures manuals. The ability to write routine reports and correspondence. Ability to build rapport and speak effectively before groups of clients or employees of organization.
Math Ability: The ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to understand financial statements and to track processes.
Reasoning Ability: The ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills: To perform this job successfully, an individual should have knowledge of MS Word, MS Excel, design software, and project management software.
Certificates and Licenses: Project/Program Management experience preferred & Work Flow development experience preferred.
Supervisory Duties: Interfaces with the assigned National Account Managers, Client, Project Managers, Design Engineering, Designers, Applications Engineers, Installers, Sub-Contractors and all other Everon team members.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work area is usually moderate.