Account Executive

Key Responsibilities

• Planning & Education - Forecasts quarterly and annual sales goals in collaboration with department manager; Develops strategies and plans for growing new and existing customer accounts; Manages a portfolio and ensures sales, gross profit, and accounts receivable goals are met; Takes corrective action and makes improvements when goals are not being met; Stays current on industry and trade-related technical developments and innovations; Knows regulatory and building codes; Develops and maintains expertise in using company technology, including software, hardware, and communication systems.
• Networking & Relationships - Develops new customers through networking by participating in appropriate trade and industry marketplace associations; Maintains a log of customer touchpoints and a schedule of upcoming events and association meetings; Maintains relationships by providing proactive communication and project oversight matching the strategic importance and relative profit potential of assigned customer base; Demonstrates knowledge of mechanical, plumbing, and electrical maintenance to current and potential customers.
• Marketing & Communications - Collaborate with the manager to establish and implement a comprehensive marketing strategy; Assists with the implementation of marketing and sales programs to meet company sales goals; Evaluates, recommends, and facilitates corporate sponsorship opportunities; Grows, optimizes, and maintains relevant contact lists via CRM software; Engages prospective customers with nurture email campaigns.
• Opportunities & Estimates - Follows up on all strategic leads and opportunities in a timely fashion; Follows up with new “walk-in” customers to formally introduce themselves and all of the company’s capabilities; Consults with customers to determine effective solutions considering mechanical, operational, and financial factors; Completes site surveys to develop total solution proposals for customers; Communicates pricing, scope of work, and service completion timelines thoroughly and effectively; Follows up on service recommendations within 48 hours to discuss options, solutions, and pricing as appropriate.
• Execution & Support - Reviews all quotes/orders/sales contracts to ensure material lists and installation directions are complete, accurate, and executable before passing jobs to the Install Manager; Ensures projects are being sold correctly in keeping with technical and quality standards, compliance with all laws and regulations, and in line with gross profit expectations; Provides feedback to service managers to ensure excellence; Supports and complies with hand-off policies and procedures, as well as material and equipment purchasing requirements; Works closely with service managers to develop quality control and customer service programs to ensure long-term customer satisfaction and loyalty.

Requirements

• High School Diploma or G.E.D.
• Must be proficient in at least one trade: commercial HVAC, electrical, plumbing, gas or boilers
• Strong communication skills both written and verbal
• Proficient in Microsoft Office (Excel, Word, Teams, etc.)
• Strong organizational skills
• Must have a valid driver's license

Qualifications

• Preferred: High School Diploma or G.E.D.

Benefits

• Health Insurance - 87% Paid by the Company (Employee Plans starting at less than $11 per week)
• Unlimited Paid Time Off (PTO)
• Paid Holidays per year – 8
• Paid Paternity/Maternity Leave
• Paid Life Insurance
• Paid Dental Premiums
• Paid Long-Term Disability Insurance
• 401K Match – Plan Increasing up to 7.5%
• Vision insurance and Free Prescription Safety Glasses
• Gym Membership Reimbursement
• Fun Team building Outings (Universal, Top Golf, and Andretti)
• AND MORE!

Company-Funded Education Opportunities

• Manufacturers’ training
• Language – Spanish and English
• Health and Wealth Education
• Emotional Intelligence, Leadership and Advancement Training

About the Role

Westbrook Service Company is a thriving company that makes a lasting impact in Central Florida for generations to come. Westbrook Vision is our mission to create an employee experience so profoundly different that it leads to changed lives and customers for life.