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Account Manager

POSITION SUMMARY/OBJECTIVE:
To identify quality leads and gather data to evaluate and strategize leads assigned.
KEY TASKS & RESPONSIBILITIES:
Sales Goals
Redeem individual sales plan and assist in the redemption of overall Department and Branch sales goals.
Develop proposals that effectively emphasize benefits and performance in lieu of just scope and price
Develop estimates in coordination with estimating department that are reasonably redeemable by operations
Develop proposals that effectively communicate objectives, scope, schedule, price, alternates, basis of proposal, design criteria and general conditions
Develop proposals with preferred terms and conditions that minimize risk
Manage Projects Through the Pre-Construction Phase
Establish and maintain team focus on goals
Secure additional expertise as required (LEDS, scheduling, planning, etc.)
Avoid and/or identify "scope creep"
Provide contract summary updates
Secure, negotiate and execute acceptable contract terms (with legal department support)
Initiate and successfully lead transition process from sales to construction
Prepare written purchasing plan and participate in purchasing major packages
Document key meetings with the customer
Manage Customer Throughout Construction Phase
Leadership in customer expectation meeting
Resolve contractual scope issues
Provide open book cost reviews (if applicable)
Assist with change order process
Maintain benefit summary
Negotiate lump sum conversion (if applicable)
Solicit and receive letter of recommendation
Build long-term customer relationships ? receive preferential treatment
Develop new customers as identified and/or assigned
Support HVAC Service and Facility Management in obtaining aftermarket contracts
CONDUCT STANDARDS:
Maintains appropriate Company confidentiality at all times.
Protects the assets of the Company and ethically upholds the Corporate Code of Conduct in all situations.
Cultivates and promotes the "Hearts & Minds" safety culture.
Consistently exemplifies the Core Values of the Company (We Care, We Strive for for Excellence, We Act with Integrity, We are Innovative, We are Competitive, and We are Accountable).
MINIMUM QUALIFICATIONS:
Bachelor's Degree (in a construction-related field) or equivalent.
15+ years of experience within the mechanical HVAC industry.
5+ years of successful management experience.
Documented completion of OSHA's 30-hour Construction Training Course.
Demonstrated ability to engage in effective collaboration and communication (both written and verbal).
Strong analytical, problem-solving, and decision-making abilities.
PREFERRED QUALIFICATIONS:
Advanced education or project management certification preferred.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Equal Opportunity Employer, including disabled and veterans.

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