Sales Account Manager
West Palm Beach, Florida Area
Identified potential opportunities with existing and new customers. Converted leads into opportunities by assigning the appropriate sales process, identifying the required project team members, making assignments, and communicating the next steps in the sales process. Gathered and validated preliminary information and performed facility walk through, construction plan review or other requirements. Determines project needs, constraints, and responsibilities to meet all of the customer’s HVAC system design and installation requirements.Developed, evaluated, and discussed possible solutions with customer. Responsible for project take-off, selection, pricing, and integration of equipment, controls, and services. Responsible for the preparation and review of the proposal. Validates the preliminary proposal with customer.Determined proposal price and selling strategy. Presented the proposal and negotiated price, terms, and conditions with customer. Prepared transition documents and communicated project readiness for assignment to operations team. Resolved major deviations from scope with team after Project Scope Validation.Developed relationships with multiple buying influences in the customer’s organization, including project managers, project engineers, construction, purchasing, and accounts payable. Determined needs, developed and executed an account specific business plan to identify the long term, mutual support requirements required to facilitate a strong, profitable and successful partnership. Provided total account business activity reports and annual forecasts.
