Account Executive

Full-time position based in Thousand Palms, California.

About the role

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 a proactive leader with strong HVAC sales acumen, excellent communication skills, and the ability to thrive in a fast-paced environment. The Account Executive will spend up to 80% of their time in the field and must have a proven track record of success in the HVAC industry.

Responsibilities

• 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 digital programs.
• Maintain awareness of all HVAC contractors in defined territory and develop relationships with key influencers/decision makers.
• Participate in HVAC and refrigeration seminars and local associations.
• Build and maintain strong relationships with clients, serving as the primary point of contact and addressing their needs promptly.
• Conduct regular meetings and presentations to showcase products/services.
• Reinforce elite contractors' rules of engagement and present scorecards and year-to-date sales results.
• Manage the entire sales process from lead generation to closing deals.
• Prepare and deliver compelling sales presentations and proposals.
• Collaborate with internal teams, including Account Managers, marketing, product development, order management, technical services, and pricing to ensure client satisfaction.
• Monitor and analyze sales and margin performance using 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.

Requirements

• Proven experience as a Sales Executive, Account Manager, or similar role.
• Proven track record of bringing in new business.
• Strong understanding of the HVAC and construction market, along with the sales process in the construction segment.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to manage multiple clients and projects simultaneously.
• Proficiency in CRM software (Salesforce preferred) and Microsoft Office Suite.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.

Preferred Qualifications

• Experience in the HVAC industry.
• Strong network in the HVAC industry and contacts with builders in new construction.
• Bachelor’s degree in Business, Marketing, or a related field; advanced degree preferred.

Pay

$75,000 – $96,000 per year.