Account Manager - Tampa

The Account Manager will report to the Sales Manager and will be responsible for opening new accounts while understanding the needs of the customer and how to meet those needs.  This position is responsible for assisting in the operation of the department. An individual in this position will be expected to perform additional job-related responsibilities and duties throughout the facility as assigned and or as necessary.

 

 

Essential Functions:  An individual must be able to successfully perform the essential functions of this position with or without reasonable accommodation. 

• Actively seek out new customers through cold calling, research, and existing customer inquiries, both in the office and in the field.
• Generate $1M in sales of multi-family customers by securing 1 new customer each week.
• Generate $20k average revenue per new client by visiting customers daily (50% of each day spent in the field canvassing).
• Ensure 100% of current and new customers are made aware of all JOSKO offerings and present all lines of business (LOB’s), by having face to face meetings with customers.
• Ensure 100% compliance for new customer onboarding:
  • Vendor packet completion
  • Ensure all billing requirements from customers are communicated to our Accounting Team, including portals and billing contact Information.
  • Maintain contact Information in our CRM database (FieldAware).
  • Exceptional project management skills, understands the importance of leveraging CRM tools to help them achieve their sales goals.
• Create the most cost-effective and sellable solutions, thereby increasing and sustaining customer loyalty.
• Prepare estimates for project and services, including equipment and material for presentation to customers.
• Monitor financial standards of profitability and productivity by reviewing payment terms, subcontracts, terms & conditions and accurate invoicing.
  • QC each completed work order before syncing to QuickBooks
  • Ensure pricing and scope of work are accurate
  • Experience in working with cross-functional teams, possessing exceptional communication skills
• Complete quotes that are sent to customers and follow-up to receive timely approvals
• Maintain current customers in the JOSKO database by contacting each customer once per quarter, either in person, email or phone.
• Facilitate on-time completion within budget in accordance with specified requirements of the project scope stipulated in approved proposals.
• Maintain excellent relationships with field personnel and office staff and follow up on leads they provide.
• Develop relationships with general contractors to partner with our company projects.
• Support AR Collection efforts to assist accounting in leveraging relationships that will help collections of extremely past due accounts, on an as needed basis.
• Maintain and improve sales skills and industry knowledge through self-education, product seminars, company provided training and self-improvement courses.
• Attend trade shows and local networking events.
• Support a performance-based culture, both team and individual, to assure continuous improvement and alignment with enterprise vision, mission, and objectives.
• Drive employee engagement, training, and development in the key areas of safety, quality, and productivity.
• Ensure regulatory compliance across a range of federal, state, and local agencies.
• Ensure that all quality and safety standards, specifications and policies are met, drive continuous improvements, and collaborate with the team to drive efficiency.
• Support a culture based on open/honest dialogue and involvement with all team members that demonstrates the value of their input and engagement in improving performance.
• Support a culture of high performance and accountability in employee and site safety as well as other aspects of the business.

 

 

Knowledge & Skills required: 

• 2+ years relevant sales experience in the HVAC, Plumbing or electrical field or related area that provides the requisite knowledge, skills and abilities for the job, including service, repair and drain cleaning.
• High school diploma, or GED, supplemented by vocation/technical training in general construction, plumbing or HVAC.
• Proven ability to meet sales goals/quotas.
• Must have an above average driving record, a clean background and adhere to a drug free workplace policy.
• Effective interpersonal skills to represent the company to customers and other outside contacts in an ethical and professional manner.
• A fierce desire to succeed, set and attain tough goals, and the ability to build enthusiasm within others in the organization.
• Excellent written and verbal communication, interpersonal skills; high quality document and report preparation.
• Key leadership competencies in addition to high ethical standards, strong values, integrity, drive to deliver results, pride in personal and team performance, decision quality, building effective teams, and action orientation are fundamental imperatives.

 

 

 

 

Physical Activities:   While performing the duties of this job, the employee is regularly required to stand and talk or hear.  The employee frequently is required to walk, use hands and arms to handle, feel and reach, push, pull bend and twist. The employee is occasionally required to sit, climb or balance, and stoop, kneel, crouch, or crawl through narrow, enclosed or elevated spaces; move up and down stairs.  Visually inspect and locate equipment and products.  Read information, often in small print.  Enter and locate information on a computer system or communication device.  Write documents, reports etc. using a writing instrument (e.g., pencil, pen) or computer. The employee must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds, and occasionally lift and/or move more than 100 pounds.

 

Working Conditions:  This is a field position that requires driving a company vehicle.  While performing the duties of this job, the employee is occasionally exposed to varying temperatures, work areas that may be slippery and or wet, near equipment and mechanical moving parts and may work outdoors for extended periods of time.  The position requires availability to work overtime, occasional work overnight, weekends, and rotating/varying shifts. 

 

Benefits:

• Competitive salary commensurate with experience
• Health insurance coverage
• Paid time off and holidays
• Health savings account
• Life Insurance