Job Description

Account Manager

Principal Duties and Responsibilities :

Persons filling this position will be responsible for prospecting for new accounts, providing clients with product services/information, maintaining existing client relationships, developing sales presentations, and following through with each client and opportunity. This position also has responsibility for maintaining client pricing and payments, A/R management, client correspondence, quality assurance (QA) support, and industry and trade show participation. 

 

Account Manager responsibilities will include, but not be limited to the following.  

• Agreement and alignment with our client’s written philosophy of sales, established processes, and procedures related to sales. 

• Seek out and research prospective clients and/or projects through various methods including contacting prospective client Chief Engineer, Property Managers, and/or Asset Managers, etc. 

• Making phone calls, visits, attending conferences, utilizing the Internet, and leveraging existing relationships. 

• Introducing, developing, and maintaining relationships with prospective clients. 

• Working with the Sales Manager and Branch Manager along with other Team members to review and improve account programs and processes to meet targeted objectives. 

• Managing through analysis and solution-based programs to maximize sales growth, volume, and profitability of account clients. 

• Preparing and delivering client presentations. 

• Developing, writing, and reviewing client proposal documents including financial and technical sections, using standard templates and pricing models. 

• Developing sales at defined margin levels to attain market share. 

• Communicating professionally with various departments such as Operations, chiller teams, project management, sales teams, and others. 

• Demonstrate a personal commitment to your growth and development, including attending product and sales training events, and participating at all professional training provided. 

• Reach your written, annual sales plans. 

 

Compensation:  

• An annual draw is established by management for each account manager. The draw is provided to the account manager in equal, weekly payments. 

• Each account manager is given an annual non-maintenances sales plan, an annual maintenance sales plan, and an automation and controls sales plan. Sales plans equal or in some cases exceeds the annual draw. It is the account manager’s responsibility to produce project, service, maintenance, automation, and repair sales that meet or exceed the stated, annual sales plan. 

• The dollar value of the sales plans will be established by management and will be sufficient to pay for the cost of the account manager’s employment. Achieving the given sales plans annually is required as a condition of maintaining employment as an account manager. 

• The account manager will be compensated as detailed in Mesa’s posted sales compensation plan. 

Job Specifications  (incl. Education requirements, minimal experience, computer skills required, etc.) 

• Bachelor's degree in business or a technical discipline 

• 3+ years of experience in HVAC commercial service or a related field. 

• Relevant technical experience, preferably in a Facilities Management or Operations and Maintenance environment 

• The ideal candidate should have strong customer presentation skills, sales aptitude, and financial acumen, including cost modeling for sales proposals. 

• Independent decision making is required. 

• Strong computer skills using MS Office, particularly Excel 

• Candidate should possess a competitive nature and be articulate. 

• Ideal candidate will be goal oriented, ambitious, and high energy. 

 

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