Owner Sales

The Opportunity  

The primary objective of this position is to generate revenue and profits for the company under the direction of the Executive Vice President of Sales & Marketing. The company’s reputation is often contingent upon how the salesperson represents him/herself and the company, therefore it is imperative that all interaction supports the mission and values of EEI. The Sales Team works together on strategy, design, proposal generation, and job costing.  The successful candidate will demonstrate abilities and experience with collaborative team-based customer service and team-based processing of technical information. 

Description of Principle Duties:

Assist in developing improvements and perform duties with a consistent approach in areas such as:

• Develop an annual business plan and strategy for each assigned account.
• Maintain relationships with key stakeholders at all levels at each account.
• Meet or exceed individual objectives as set by Sales Team Leader.
• Be an active participant in the Entrepreneurial Operating System (EOS).
• Work with Sales Team to meet or exceed annual Revenue and Profit goals established by EVP of Sales.
• Become an expert on the equipment/systems that we represent and how to feature them to owners.
• Drive flat specifications, allowances, alternates, and Basis-of-Design’s and influence direct purchases.
• Set up special purchasing agreements as applicable.
• Work with the entire sales team to help each other meet business objectives.
• Maintain customer information and activity in CRM.
• Participate in quarterly conversations with Sales Team Leader to review core values, GWC and discuss any issues.
• Driving revenue by proactively selling service and maintenance contracts to equipment owners, building long-term customer relationships and ensuring ongoing support and satisfaction.
• Travel within territory will be required. 50%-75% of the time spent will be out of the office.
• Other roles and responsibilities as assigned.

Definition of Key Owner Account:

Any account that produces a consistent large opportunity pipeline with multiple projects annually that can generate a total gross margin in excess of $250,000.

To maintain an Owner Account, a salesperson must do the following:

• Must establish EEI manufacturers as acceptable on owner master specifications.
• Must manage and participate in all aspects of projects that involve owner account, including but not limited to:
  • Narrative creation assistance (Owner)
  • Design and equipment selection assistance (Engineering Team)
  • Take-off, scope, and quote preparation assistance (Applications Engineering Team)
  • Price setting and scope review assistance (Contractor Team)
  • Follow-up on quote – if direct to owner (Owner)
  • Submittal generation assistance (Applications Engineering Team)
  • Commission Split agreement based on included matrix.
  • Assisting in coordinating shipment, start-up and owner training (Project Management Team)
  • Account reviews with the EVP of Sales will be done as needed to ensure sales are as projected with each key owner account.

Education, Experience and Qualifications: 

• Bachelor’s degree required. Preferably in Technical or Engineering.
• Minimum 5 Years experience as an Account Executive with a focus on Owner Sales.
• Knowledgeable regarding ASHRAE recommendations, HVAC industry, and/or refrigeration.
• Strong mathematics and physics understanding.
• Education and experience with the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule and processes is a plus.

Knowledge/Skill Set:

• Effective interpersonal and customer service skills
• Strong written, verbal and presentational communication skills
• Must have the ability to switch quickly between tasks based on priority and timeline
• Works well within a team dynamic to ensure timely execution of tasks
• High computer proficiency (comfort with word, excel and using an internet browser)
• Critical thinking ability, willingness to learn

Resources Provided

• On-boarding program with one-on-one support from our president and executive leadership team
• Ongoing access to leadership and employees
• Professional development opportunities through seminars, conferences and web-based training