Jobs · Sales · California

Account Manager- Service/Repair (Oakland)

TK Elevator · San Leandro, CA · 1 mo ago
On-siteSales$73k–$105k/moFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. First, job title: Account Manager- Service/Repair in Oakland, CA. Not to repeat as heading. We need to extract: - About the role: maybe a paragraph summarizing purpose: "Responsible for successfully securing and maintaining service accounts and repair work and developing and maintaining strong relationships with new and existing customers so that the branch meets annual revenue goals." That's a prose. - Responsibilities: list of duties from "ESSENTIAL JOB FUNCTIONS:" bullet list. Many sentences. We need to turn into
  • items. - Requirements/Qualifications/Skills: The posting includes "ESSENTIAL JOB FUCNTIONS: 1-2 years of related sales experience, elevator sales or industry experience Ability to read and interpret architectural and/or blueprint/drawings preferred Experience selling Service/Repair, Construction, and Modernization in elevator strongly preferred". That's likely requirements/qualifications. Also maybe skills: technical knowledge, CRM, etc. But we can combine. - Benefits: list of benefits after "What Makes Us Special At TK Elevator, we offer more than just a role, we offer a place to grow, thrive, and make an impact." Then list: Salary range: $72,500-105,000 plus monthly commission 0 – 10% based on product line and margins. The role offers a car allowance and fuel card. Provided they meet all eligibility requirement under the applicable plan documents, employees will be offered Medical, dental, and vision coverage Flexible spending accounts (FSA) Health savings account (HSA) Supplemental medical plans Company-paid short- and long-term disability insurance Company-paid basic life insurance and AD&D Optional life and AD&D coverage Optional spouse and dependent life insurance Identity theft monitoring Pet insurance Company-paid Employee Assistance Program (EAP) Tuition reimbursement 401(k) Retirement Savings Plan with company match: Employees can contribute a portion of their pay on a pre-tax or Roth basis. The company provides a dollar-for-dollar match on the first 5% contributed. Additional benefits include: 15 days of vacation per year 11 paid holidays each calendar year (10 fixed, 1 floating) Paid sick leave, per company policy Up to six weeks of paid parental leave (available after successful completion of 90 days of full-time employment) Eligibility requirements for these benefits will be controlled by applicable plan documents. We need to separate Pay and Benefits sections. Pay: Salary range: $72,500-105,000 plus monthly commission 0 – 10% based on product line and margins. The role offers a car allowance and fuel car? Actually "car allowance and fuel card." So Pay section includes salary range, commission, car allowance, fuel card. Benefits: medical, dental, vision, FSA, HSA, supplemental medical, disability, life insurance, optional life, spouse/dependent life, identity theft monitoring, pet insurance, EAP, tuition reimbursement, 401(k) match, vacation, holidays, sick leave, parental leave. Schedule: Not mentioned. So we should not include Schedule section. Also we need to avoid boilerplate: EEO, equal opportunity, etc. Remove those. Also remove duplicated lines: there is "ESSENTIAL JOB FUCNTIONS:" appears twice? Actually first "ESSENTIAL JOB FUNCTIONS:" then later "ESSENTIAL JOB FUCNTIONS:" (typo). We'll treat as same. We need to preserve all substantive info. Now produce HTML:

    About the role

    Responsible for successfully securing and maintaining service accounts and repair work and developing and maintaining strong relationships with new and existing customers so that the branch meets annual revenue goals.

    Responsibilities

    • Exceeds sales goals and quotas by utilizing company tools for service and repair growth and cancellation reduction.
    • Manages service accounts by visiting with Tier 1, 2 and 3 customers within assigned territory, to develop ongoing relationships with customers and build an understanding of their needs and wants; includes building relationships in BOMA and other associated groups.
    • Develops capital plans for customers to address their short- and long-term building needs.
    • Maintains a strong working knowledge of company products by attending training classes and studying factory equipment manuals and supplier information; includes developing knowledge of local elevator code requirements.
    • Prepares repair job proposals by estimating labor and other job costs using estimating software program; for items not in the program, obtains price estimates from suppliers and manually calculates; includes reviewing blueprints, surveying equipment and interfacing with operations personnel for additional input and approvals.
    • Prepares service contract bids; includes reviewing blueprints and surveying equipment when necessary and interfacing with operations personnel for additional input and approvals.
    • Receives and responds to written and oral questions related to quoted repairs and service contracts; includes performing follow-up with customers on all service and repair proposals.
    • Monitors the status of current service contracts by visiting job sites and customers within assigned territory, ensuring customer satisfaction with service; resolves outstanding issues.
    • Contacts service customers regarding contract renewal prior to contract expiration; advises of price increases if appropriate.
    • Demonstrates technical knowledge of beneficial H-Power features; determines customer needs and develops sales strategies to communicate H-Power modernization offerings.
    • Utilizes the Customer Relations Management (CRM) tool to update and manage sales pipeline.
    • Assists in A/R collection efforts to ensure prompt payment from customers; conducts customer follow-up on all proposals.
    • Upon customer’s acceptance, coordinates submittal packages through the approval process and creates change orders as requested.
    • Visits project sites when necessary and works with operations department to ensure customer’s needs and deadlines are being met.
    • Partner with operations team to negotiate the Scope of Work (SOW), as well as collaborate with contract administrator, sales support and legal as required.
    • Performs other duties as may be assigned.
    Now Requirements/Qualifications/Skills. We have "1-2 years of related sales experience, elevator sales or industry experience Ability to read and interpret architectural and/or blueprint/drawings preferred Experience selling Service/Repair, Construction, and Modernization in elevator strongly preferred". Also maybe "Ability to read and interpret architectural and/or blueprint/drawings preferred". Also technical knowledge etc. But we can put under Requirements. Let's create

    Requirements

    with
      . Items: - 1-2 years of related sales experience, elevator sales or industry experience - Ability to read and interpret architectural and/or blueprint/drawings (preferred) - Experience selling Service/Repair, Construction, and Modernization in elevator (strongly preferred) We could also include "Technical knowledge of H-Power features" but that's more skill. However we can add under Skills. But we need to avoid thin sections. Maybe combine Requirements and Skills into one section "Qualifications". But the instruction says we can use headings like Requirements, Qualifications, Skills. We need to include a section only when posting has real specific content. We have content for Requirements (experience, ability to read blueprints, experience selling). Also we have skills: CRM utilization, technical knowledge, etc. Could create Skills section. Let's decide: We'll have Requirements (experience, blueprint reading, elevator sales experience) and Skills (CRM, technical knowledge, estimating software, etc.). That seems reasonable. Now Benefits: we need to list benefits as
        . Pay: Salary range etc. Let's craft Pay section:

        Pay

        • Salary range: $72,500–$105,000 base
        • Monthly commission: 0–10% based on product line and margins
        • Car allowance
        • Fuel card
        Benefits section:

        Benefits

        • Medical, dental, and vision coverage
        • Flexible spending accounts (FSA)
        • Health savings account (HSA)
        • Supplemental medical plans
        • Company-paid short- and long-term disability insurance
        • Company-paid basic life insurance and AD&D
        • Optional life and AD&D coverage
        • Optional spouse and dependent life insurance
        • Identity theft monitoring
        • Pet insurance
        • Company-paid Employee Assistance Program (EAP)
        • Tuition reimbursement
        • 401(k) Retirement Savings Plan with company match (dollar-for-dollar match on the first 5% contributed)
        • 15 days of vacation per year
        • 11 paid holidays each calendar year (10 fixed, 1 floating)
        • Paid sick leave, per company policy
        • Up to six weeks of paid parental leave (available after successful completion of 90 days of full-time employment)
        We should not include Schedule. Now ensure we didn't repeat job title. Not included. Check for any boilerplate left: we removed EEO lines, "Important note:", "TK Elevator is an equal opportunity employer..." etc. Also removed "What Makes Us Special At TK Elevator, we offer more than just a role, we offer a place to grow, thrive, and make an impact." That's actually part of benefits intro; we could keep as a paragraph under Benefits? But we already have Benefits list; we could include a short paragraph before list. However the instruction: Use

        for prose. Could include a

        before the

          for Benefits. But we already have a
            . Might be okay to include a

            summarizing. However we need to preserve all substantive information; the sentence "What Makes Us Special At TK Elevator, we offer more than just a role, we offer a place to grow, thrive, and make an impact." is substantive? It's a marketing statement; we could keep as a

            under Benefits before list. But we already have Benefits heading; we could add a

            after heading. Similarly, we could add a

            under About the role (we already have). Good. Now check for any duplicated content: we have responsibilities list includes many items; ensure we didn't miss any. Let's review original responsibilities paragraph after "ESSENTIAL JOB FUNCTIONS:": "Exceeds sales goals and quotas by utilizing company tools for service and repair growth and cancellation reduction. Manages service accounts by visiting with Tier 1, 2 and 3 customers within assigned territory, to develop ongoing relationships with customers and build an understanding of their needs and wants. Includes building relationships in BOMA and other associated groups.Develops capital plans for customers to address their short- and long-term building needs. Maintains a strong working knowledge of company products by attending training classes and studying factory equipment manuals and supplier information. Includes developing knowledge of local elevator code requirements.Prepares repair job proposals by estimating labor and other job costs using estimating software program. For items not in the program, obtains price estimates from suppliers and manually calculates. Includes reviewing blueprints, surveying equipment and interfacing with operations personnel for additional input and approvals.Prepares service contract bids. Includes reviewing blueprints and surveying equipment when necessary and interfacing with operations personnel for additional input and approvals.Receives and responds to written and oral questions related to quoted repairs and service contracts. Includes performing follow-up with customers on all service and repair proposals.Monitors the status of current service contracts by visiting job sites and customers within assigned territory, ensuring customer satisfaction with service; resolves outstanding issues. Contacts service customers regarding contract renewal

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