Account Executive

About the role

Carrier Enterprise (CE) is a subsidiary of Watsco, Inc., the largest independent HVAC/R distribution company in the world. CE distributes industry-leading brands including Carrier, Bryant, Payne, GREE, and other HVAC and refrigeration equipment, plus a full line of aftermarket parts, supplies, and accessories. With approximately 200+ locations across 28 states, Puerto Rico, the Caribbean, Latin America, Mexico, and Canada, and over 2,000 employees, CE provides best-in-class service through its vast footprint, inventory, and e-commerce platform.

The Account Executive drives sales and margin growth by identifying and recruiting new business opportunities, managing client relationships, and ensuring customer satisfaction. This role requires spending up to 80% of time in the field across the Jacksonville, Florida territory. Job ID: #CE123

Responsibilities

Sales, margin, and business development

• Identify and pursue new business opportunities to achieve sales and margin targets
• Develop and implement strategic sales plans to expand the customer base
• Conduct market research to identify potential clients and understand their needs
• Present and manage Watsco Ventures and technology advancements
• Maintain awareness of all HVAC contractors in the defined territory and develop relationships with key influencers and decision-makers
• Participate in HVAC and refrigeration seminars and local associations
• Convert new factory-authorized dealers and close non-performing accounts

Client relationship management

• Actively build and maintain strong relationships with clients
• Conduct regular meetings and presentations to showcase products and services

Sales process management

• Manage the entire sales process from lead generation to closing deals
• Prepare and deliver compelling sales presentations and proposals

Collaboration and coordination

• Work closely with internal teams, assigned Account Managers or Business Development Representatives, marketing, product development, order management, technical services, and pricing to ensure client satisfaction
• Collaborate with the marketing team to develop sales materials and campaigns

Reporting and analysis

• Document all sales activity in Salesforce CRM for ongoing evaluation of the new business pipeline and measurement of existing sales
• Monitor and analyze sales and margin performance in Salesforce and BI tools
• Prepare regular reports on sales activities, pipeline status, and revenue forecasts
• Provide insights and recommendations based on data analysis to improve sales strategies
• Review monthly team accounts with the VP of Sales

Other tasks and duties

• Perform other tasks and duties as needed

Qualifications

• Proven experience in sales with a track record of meeting or exceeding targets
• Exceptional interpersonal and communication skills
• Energetic, enthusiastic, and fun personality
• Ability to build rapport quickly and establish strong relationships
• Self-motivated, goal-oriented, and a go-getter attitude
• Strong problem-solving skills and the ability to think on your feet
• Ability to work independently as well as part of a team
• Flexibility to adapt to changing priorities and handle multiple tasks simultaneously

Benefits

• Competitive incentive earnings
• Comprehensive benefits package including health, dental, and vision insurance
• Health Savings Account
• Life insurance
• Disability insurance (short-term and long-term)
• Employee Assistance Program (EAP)
• Tuition reimbursement and professional development
• Paid vacation and sick time
• Company-paid holidays
• 401(k) plan with employer match
• Employee discount program
• Opportunities for professional growth and career advancement
• Fun, energetic, and supportive work environment
• Regular team-building activities and company events
• Ongoing training and development to enhance skills