Account Manager I at AIR Control Concepts in Seattle, WA

Job description

• The Account Manager provides customer support, working alongside several departments to deliver outstanding service to customers. The Account Manager supports projects pre-sale and assists post-sale; depending on project complexity ranging from weeks to several months.

Responsibilities

• Actively works with estimating, project management, sales support, inside sales and accounting to facilitate all project stages.
• Supports customers by providing customer service and technical assistance.
• Communicate with customers in a high-volume environment via phone, email and in person.
• Required to make weekly customer visits to foster a relationship, follow-up quotes and to support new project development. This includes technical presentations and marketing events.
• Manage accounts of any size to support the business. Including supporting house account requests in a timely and courteous manner.
• Travel for customer factory visits, industry events and factory training
• Work with in-house engineering and the customer to promote products for basis of design.
• Prebid research – for new projects, research if it’s a re-bid or same project/opportunity. Set up project opportunities in the appropriate system.
• Understand product market pricing. Collect customer bid feedback and enter into CRM.
• Provide budget pricing based on a narrative and design development stages.
• Finalizing estimates through pre-bid reviews.
• Accurately perform product takeoff without needing manager or peer assistance.
• Capable of preparing submittals and orders using manufacturer databases and Dorse software packages. Manage multiple projects at the same time.
• Work with Project Managers to review and track open orders, providing updates to internal and external stakeholders as needed.
• Perform customer credit review and gather information for materialman filing.
• Additional duties may be assigned as needed to support business operations; however, such duties will be reasonable, job-related, and consistent with the scope, level, and classification of the position.

Requirements

• Required
• 3+ years of prior HVAC Account Management experience required.
• 3+ years of Sales Experience
• Strong written and oral communications skills are essential.
• Experience working in a high-volume business.
• Strong technical/database acumen is required including proficiency in Microsoft Office software, Oracle, CRMs and partner databases.
• Advanced HVAC Product Knowledge – Understands product names, descriptions, functionality and ability to cross reference or substitute. Understands industry terms, differentiation between products, manufacturers. Ability to identify product exclusions in bid documents.
• Bachelor’s Degree in Mechanical Engineering / Construction Management or related discipline required, experience in lieu of education is acceptable.
• Knowledge of the following software: Word Processing, Spreadsheets, Internet. Microsoft Office Suite, Oracle, Bluebeam, and Vendor Software.

Skills

Required

• Customer service orientation
• Time management and multitasking
• Microsoft Office Suite
• Oracle
• CRM software
• Partner databases
• Bluebeam
• Vendor Software
• Product takeoff
• Submittal preparation

Benefits

• 401(k) with employer match (immediate vesting)
• Medical – HDHP & PPO options, Dental and Vision
• HSA with employer matching contributions
• FSA & Limited FSA
• Employer Paid Life/AD&D Insurance
• Voluntary Life Insurance Plans
• Paid Family Leave
• PTO
• Paid Company Holidays – 10 Days
• Employer Paid Short-term Disability
• Long-term Disability
• Referral Bonus Opportunities
• Other voluntary fringe benefits