Service Account Manager

Cleaver-Brooks · Dallas-Fort Worth, TX

Company

Cleaver-Brooks

Location

Dallas-Fort Worth, TX

Type

Full Time

Job Description

Job Summary:

This is an external sales position. Primary role is to develop customer relationships within assigned geographic territory and/or accounts leading to booked revenue for primarily service but also equipment, aftermarket parts, rentals, etc. Researches technical drawings/diagrams/archives to ensure appropriate solutions are offered. Monitors order status to ensure customer satisfaction. Maintains files and records pertinent to customers.

Essential Duties:

  • Support department sales budget with focus on assigned representatives to achieve Target. Work with Management to develop local strategy.
  • Perform required research to support customer Request for Quote and general information solicitation. Use existing technical drawings/diagrams/personnel/ resources to ensure that solutions offered conform to equipment/use specifications. Perform quote follow up to spur customer decisions.
  • Ability to handle responsibilities with effective interpersonal skills and to effectively interface with others inside and outside the Company is required. Work directly with representatives and staff to resolve internal and external problems quickly.
  • Work with management to develop feedback related to target and sales program performance / enhancements.
  • Solicit input for new products as well as collecting feedback for increasing sales related to existing offerings.
  • Promote growth initiatives
  • Moderate local travel, generally by vehicle
  • Position requires the constant and consistent exercise of intellect, judgment, and ability commensurate with supervisor positions in similar industries or situations.
  • Position requires regular exercise of problem solving and policy or procedure interpretation skills.
  • Ability to handle responsibilities with effective interpersonal skills and to effectively interface with others inside and outside the Company is required.
  • Apply intellect, creativity, adaptability, judgment, and management skills to achieve required results.
  • Ensure duties and company projects are accomplished in an efficient and cost effective manner.
  • Support peers and management with internal and external projects.
  • Adhere to company policies.
  • Valid Driver's License
  • Other duties as assigned.

Physical Skill and Effort:

Work requires computer proficiency, moderate typing speed and a high data input accuracy level. Work involves fairly light and simple types of physical exertion.

Working Conditions and Hazards:

Normal office conditions. From time to time, slightly disagreeable features. Negligible/little or no exposure to hazardous conditions or materials.

Education:

A High School diploma or equivalent is mandatory. A Bachelor's Degree in Business or Liberal Arts is preferred. Five years experience in a similar industrial/technical position may be substituted.

Experience:

This position requires at least five years experience in a similar industrial/technical position. Basic understanding of HVAC industry terminology a plus.

Who is Cleaver-Brooks Sales and Service?

Cleaver-Brooks Sales & Service is an established and growing market leader in providing fully integrated boiler and burner systems. Cleaver Brooks Sales & Service has a full range of capabilities from: new equipment to installation, retrofits, repairs, and service.

This description indicates the general nature of the tasks and responsibilities required of position given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. This description supersedes any previous descriptions for this position.

Date Posted

02/12/2023

Views

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