Account Manager - Tampa

About the role

The Account Manager will report to the Sales Manager and will be responsible for opening new accounts while understanding the needs of the customer and how to meet those needs. This position is responsible for assisting in the operation of the department. Additional job-related responsibilities and duties may be assigned throughout the facility as needed.

Responsibilities

• Actively seek out new customers through cold calling, research, and existing customer inquiries, both in the office and in the field.
• Generate $1M in sales of multi-family customers by securing 1 new customer each week.
• Generate $20k average revenue per new client by visiting customers daily (50% of each day spent in the field canvassing).
• Ensure 100% of current and new customers are made aware of all JOSKO offerings and present all lines of business (LOB’s) through face-to-face meetings.
• Ensure 100% compliance for new customer onboarding, including vendor packet completion.
• Communicate all billing requirements from customers to the Accounting Team, including portals and billing contact information.
• Maintain contact information in the CRM database (FieldAware).
• Demonstrate exceptional project management skills and leverage CRM tools to achieve sales goals.
• Create cost-effective and sellable solutions to increase and sustain customer loyalty.
• Prepare estimates for projects and services, including equipment and material, for presentation to customers.
• Monitor financial standards of profitability and productivity by reviewing payment terms, subcontracts, terms & conditions, and accurate invoicing.
• Perform quality control on each completed work order before syncing to QuickBooks to ensure pricing and scope of work are accurate.
• Work with cross-functional teams and possess exceptional communication skills.
• Complete quotes sent to customers and follow up to receive timely approvals.
• Maintain current customers in the JOSKO database by contacting each customer once per quarter, either in person, email, or phone.
• Facilitate on-time completion of projects within budget in accordance with the specified requirements of the project scope stipulated in approved proposals.
• Maintain excellent relationships with field personnel and office staff, and follow up on leads they provide.
• Develop relationships with general contractors to partner on company projects.
• Support accounts receivable collection efforts to assist accounting in leveraging relationships for collecting extremely past-due accounts, as needed.
• Maintain and improve sales skills and industry knowledge through self-education, product seminars, company-provided training, and self-improvement courses.
• Attend trade shows and local networking events.
• Support a performance-based culture, both team and individual, to ensure continuous improvement and alignment with enterprise vision, mission, and objectives.
• Drive employee engagement, training, and development in key areas of safety, quality, and productivity.
• Ensure regulatory compliance across a range of federal, state, and local agencies.
• Ensure all quality and safety standards, specifications, and policies are met, drive continuous improvements, and collaborate with the team to drive efficiency.
• Support a culture based on open and honest dialogue and involvement with all team members, demonstrating the value of their input and engagement in improving performance.
• Support a culture of high performance and accountability in employee and site safety and other aspects of the business.

Requirements

• 2+ years of relevant sales experience in the HVAC, Plumbing, or Electrical field or a related area that provides the requisite knowledge, skills, and abilities for the job, including service, repair, and drain cleaning.
• High school diploma or GED, supplemented by vocational/technical training in general construction, plumbing, or HVAC.
• Proven ability to meet sales goals/quotas.
• Must have an above-average driving record, a clean background, and adhere to a drug-free workplace policy.
• Effective interpersonal skills to represent the company to customers and other outside contacts in an ethical and professional manner.
• A fierce desire to succeed, set and attain tough goals, and the ability to build enthusiasm within others in the organization.
• Excellent written and verbal communication, interpersonal skills; high-quality document and report preparation.
• Key leadership competencies in addition to high ethical standards, strong values, integrity, drive to deliver results, pride in personal and team performance, decision quality, building effective teams, and action orientation.

Physical Activities

• Regularly required to stand, talk, or hear.
• Frequently required to walk, use hands and arms to handle, feel, and reach; push, pull, bend, and twist.
• Occasionally required to sit, climb or balance, and stoop, kneel, crouch, or crawl through narrow, enclosed, or elevated spaces; move up and down stairs.
• Visually inspect and locate equipment and products, read small print, and enter and locate information on a computer system or communication device.
• Write documents and reports using a writing instrument or computer.
• Regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds, and occasionally lift and/or move more than 100 pounds.

Working Conditions

• This is a field position that requires driving a company vehicle.
• Occasionally exposed to varying temperatures, work areas that may be slippery and/or wet, near equipment and mechanical moving parts, and may work outdoors for extended periods of time.
• Availability to work overtime, occasional overnight shifts, weekends, and rotating/varying shifts.

Benefits

• Health insurance coverage
• Paid time off and holidays
• Health savings account
• Life Insurance