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.