Client Partnership Lead

POSITION OVERVIEW: 

The Client Partnership Lead (CPL) is the inside commercial and new-business development member of G.E. Mechanical’s integrated sales team. The CPL builds qualified pipeline, develops assigned clients and prospects, converts inbound demand, executes outbound prospecting, and maintains the CRM and sales-operations discipline that keeps opportunities moving. The CPL owns account planning, contact and buying-committee development, reactivation, whitespace identification, follow-through, and data quality. Working as one team, the CPL drives inside development and account orchestration; the Client Solutions Lead (CSL) leads field relationships, discovery, commercial strategy, and closing; and the Client Service Estimator (CSE) provides technical assessment, scope, site/asset intelligence, and quotation support. Account assignments create accountability, not walls; every client inquiry receives capable ownership and a clear next step. 

RESPONSIBILITIES: 

New Business & Account Development: 

• Actively develop an assigned portfolio of clients, prospects, and targets to create qualified pipeline and expand account value.
• Build practical account plans covering locations, contacts, buying committees, relationship strength, service history, current services, whitespace, and future potential.
• Prospect consistently through calls, email, account-based outreach, referrals, events, campaigns, re-engagement, and contact development; build relationships before an immediate need exists.
• Prioritize target accounts, dormant clients, expansion and cross-sell opportunities using CRM data, service history, market intelligence, and site information.
• Create qualified meetings and opportunities and engage the CSL, CSE, technical experts, or operations when field discovery, technical assessment, or quotation support is needed.

Inbound & Client Engagement: 

• Provide a friendly, capable first response to inbound calls, inquiries, service needs, referrals, and commercial requests; first touch owns the response.
• Understand and document the client need, urgency, location, equipment/service context, contacts, and next action before coordinating support.
• Qualify inbound opportunities, identify additional recurring-service, maintenance, multi-site, and cross-trade needs, and ensure a clear next step.
• Handle appropriate requests directly and involve the CSL, CSE, service leader, or technical expert when deeper support is required.

CRM, Pipeline & Sales Operations: 

• Maintain CRM as the reliable commercial system of record for accounts, contacts, activities, opportunities, stages, next steps, ownership, and relevant client intelligence.
• Monitor aging, stale opportunities, missing next steps, proposal status, follow-up requirements, and other conditions requiring commercial action.
• Support pipeline reviews, forecasting, dashboards, sales metrics, account reviews, and commercial operating cadences; help prevent opportunities from becoming lost or orphaned.
• Coordinate information and follow-up across the CSL, CSE, operations, service, and technical contributors, and identify workflow or data improvements that increase commercial effectiveness.

Shared Commercial Responsibilities: 

• Collaborate with the CSL and CSE on discovery, qualification, account growth, site assessment, proposal/quote coordination, cross-selling, follow-up, and opportunity progression.
• Sell and close appropriate service, repair, and protection-agreement opportunities directly when they can be handled effectively through the CPL role.
• Support a team-first culture in which commercial credit follows actual contribution while client responsiveness and company growth remain more important than internal ownership boundaries.
• Act with integrity, urgency, accuracy, sound judgment, and strong follow-through; perform other duties as needed to support the commercial organization.

MINIMUM QUALIFICATIONS: 

Education/Experience: 

High School diploma or GED and three (3) years of experience in inside sales, account development, client service, sales operations, CRM administration, service coordination, business development, commercial services, or a related role. Requires strong written and verbal communication, organization, initiative, problem-solving, outbound comfort, CRM/business-system proficiency, and the ability to balance immediate inbound needs with proactive development in a fast-paced environment. 

Preferred Qualifications: 

• Commercial HVAC-R, plumbing, environmental, mechanical service, facilities, construction, or industrial-services experience.
• Demonstrated success with new-business development, inbound conversion, outbound prospecting, account planning, reactivation, and relationship management.
• Experience with CRM, pipeline management, dashboards, reporting, data quality, and sales-process administration; Microsoft Dynamics preferred.
• Basic understanding of mechanical systems, service workflow, protection agreements, repair, and project opportunities.
• Proficiency in Microsoft Office/Teams and the ability to prioritize competing demands, maintain data accuracy, and collaborate effectively with clients and internal teams.