Engineering Account Executive

Core Values

Client First
Inspiring Innovation
Elevating Quality

Roles & Responsibilities

• Meet or exceed a minimum monthly sales goal of $35,000 in booked revenue.
• Treat all incoming leads and calls as high-value opportunities.
• Sell engineering services and remain accountable for the project from sale through full completion.
• Prepare and send quotes for larger or more complex services.
• Follow up on unpaid completed jobs as outlined by leadership to ensure payment collection.

Call Handling & Communication Standards

• Answer incoming calls promptly, on the first ring.
• Maintain a minimum of 35 calls per day, split between inbound and outbound.
• Ensure gaps between calls do not exceed five minutes, unless approved by management.
• Tag calls accurately in the phone system to receive the next inbound call.
• Respond to text messages within five minutes of receipt.
• Maintain professional, clear, and courteous communication across all channels.

Customer Service & Client Experience

• Provide top-tier customer service through phone, email, and written communication.
• Absorb and address service-related inquiries from clients.
• Respond to and organize incoming emails in a timely manner.
• Keep clients informed and updated throughout the lifecycle of their project.
• Act as a liaison between clients, internal agents, and field personnel to ensure seamless project execution.

Project & CRM Management

• Manage projects from initial sale through final completion.
• Enter all leads and customer information into the CRM immediately upon receiving a phone call or lead from providers.
• Perform accurate data entry for scheduled appointments and project updates.
• Work through daily follow-up task lists to ensure no opportunities or client needs are missed.

Internal Collaboration & Compliance

• Use Microsoft Teams to stay actively engaged with teammates and leadership throughout the workday.
• Follow all company policies, procedures, and workflows as outlined by leadership.
• Adhere strictly to the company attendance policy.
• Maintain accountability for performance metrics and operational standards.

Remote Work & Technical Requirements

• Maintain reliable internet and power service.
• Ensure access to a backup work location in the event of internet or power outages to avoid service interruptions.