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.
• Ability to present and manage Watsco Ventures and digital programs.
• Maintain awareness of all HVAC contractors in defined territory and develop relationships with all 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

• Build and maintain strong relationships with clients and serve as the primary point of contact, addressing their needs and concerns promptly and effectively.
• Conduct regular meetings and presentations to showcase our products/services.
• Reinforce the FAD rules of engagement and regularly present scorecards and YTD sales results.

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), 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

• 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.
• Reviews monthly team accounts with Account Manager