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  • Vannesa Vasquez

Job Openings: Account Management- Roles & Responsibilities

OVERVIEW

The Service Account Manager is responsible for developing and expanding business with existing and new commercial accounts that span multiple territories. The Account Manager is responsible for account management existing accounts assigned to them as well as selling new accounts in the markets approved by the Company. The Account Manager will have a commanding knowledge of all our offerings, and extremely knowledgeable about our service offerings. The Account Manager is responsible for carrying out the Company Vision, creating new leads, and meeting assigned goals.


DUTIES & RESPONSIBILITIES

· Adhere to current Air Systems’ (ASSC) policies and procedures as contained in the company’s Employee Handbook.


· Maintain all targeted leads and sales activities in Pipedrive.

  • Create new market share by selling ASSC’s services to targeted new and existing commercial customers

  • Sell add-on services to existing customers, amend existing customer agreements to meet the Company and customers' expectations as needed.

  • Renew existing customer agreements.

  • Drive wider and deeper account penetration with new and existing accounts through frequent proactive contacts.

  • Contact and secure new account business and maintain existing business through:

  • Contact accounts both in person, email and by phone.

  • Represent the company at trade shows as directed by Sales Manager

  • Positively represent ASSC in industry organizations in associated territories. Utilize these groups to develop new business.

  • Identify prospects utilizing creative lead-generating techniques and maintain productive working relationships with existing customers.

  • Establish call plans and customer follow-up strategies.

  • Follow up with prospects on a frequent and timely basis.

  • Maintain an in-depth knowledge of ASSC’s services and customer issues and needs through in-house training, networking and research.

  • Obtain referrals and work with Centers of Influence.

  • Process proposals, new customer set ups and complete all paperwork in accordance with approved and standardized procedures.

  • Conduct new customer kickoff meetings by contacting customer, Service Manager, and assigned technician to notify all parties involved of ASSC’s policies and educated internal staff of contract inclusions and exclusions and to familiarize technician with customer information and building logistics prior to going to the building..

  • Assist Service Dispatchers with updating current customer information.

  • Assist Billing with invoice issues and collections as needed.

  • Attend association meetings, Company meetings, and sales meeting as required.

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CA License # 406794
CA License Classifications:
C-4 Boiler, Hot Water Heating & Steam Fitting
C-36 Plumbing Contractor
C-43 Sheet Metal
C-20 Warm- Air Heating, Ventilating, & Air- Conditioning Contractor
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