Account Executive

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/decision-makers of each target contractor.
• 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 our products/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 Manager(s) or Business Development Representative(s), 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 performed in our CRM tool (Salesforce) for ongoing evaluation of the new business pipeline and measurements of existing sales.
• Monitor and analyze sales and margin performance in Salesforce and BI.
• 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.

Qualifications

• Proven experience in sales, with a track record of meeting or exceeding targets.
• Exceptional interpersonal and communication skills.
• Energetic, enthusiastic, and fun personality.
• Able 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.
• Able to work independently as well as part of a team.
• Flexible to adapt to changing priorities and handle multiple tasks simultaneously.

What We Offer

• Competitive incentive earnings.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional growth and career advancement.
• A fun, energetic, and supportive work environment.
• Regular team-building activities and company events.
• Ongoing training and development to enhance your skills.

Benefits

• Health Insurance.
• Health Savings Account.
• Dental Insurance.
• Vision Insurance.
• Life Insurance.
• Disability Insurance (Short-term and Long-term).
• Employee Assistance Program (EAP).
• Tuition Reimbursement & Professional Development.
• Paid Vacation & Sick time.
• Company Paid Holiday's.
• 401(k) Plan with Employer Match.
• Employee Discount Program.

Other Tasks and Duties

• Perform other tasks and duties as needed.

Equal Opportunity Statement

Carrier Enterprise, LLC is an Equal Opportunity Employer and does not discriminate on the basis of age, color, race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and competence.