Key Account Manager - HVAC/R

About the role

At CSA Group, we’re building a world-class team to make the world a better, safer, and more sustainable place. As a Key Account Manager, you’ll promote continued growth and superior customer service for current customers within the HVAC/R market, serving as the internal sales and customer contact for inquiries, quotes, and service for assigned medium-sized accounts.

Responsibilities

• Initiate the sales process by providing preliminary and ongoing information to existing clients.
• Manage the sales process by promptly responding to all inquiries and visits with clients, presenting information regarding CSA Group Testing, Inspection and Certification services.
• Contact current customers and promote CSA testing services, including certification, performance testing, and Special Inspection / Field Evaluations (SI/FE).
• Prioritize work assignments and follow-up responses to client inquiries and proposals.
• Manage client relationships, identify growth opportunities within assigned accounts, and develop approaches to secure new business.
• Prepare cost proposals for clients using applicable questionnaires and worksheets.
• Maintain accurate and complete client files, including inputting existing client information into the shared sales database.
• Work closely with the HVAC/R Business Manager and the Sales team to support and promote continued growth of new business.
• Provide customer care on inquiries, quotes, and services within an assigned area.
• Work with the Marketing team to provide administrative and coordination support for events, including pre-work, scheduling, mailings, marketing materials, and customer contacts.
• Send proposals to clients and conduct follow-up calls to provide further information, answer questions, and document activities for further follow-up, including Notices and FIR Findings where applicable.
• Maintain input of existing client information into Centra.
• Regularly follow up on open quotations and sales opportunities.
• Research customer accounts, identify opportunities for growth, and generate leads and demand.
• Meet or exceed sales targets for assigned medium-sized accounts.

Preferred Qualifications

• Post-secondary education required.
• 2–4 years of sales experience in the HVAC/R product safety and performance testing space preferred.
• Understanding of Salesforce and Workday a plus.
• Knowledge of the safety Testing, Inspection and Certification industry.
• Ability to travel up to 30% of the time.
• Computer proficiency in Word, Excel, PowerPoint, Microsoft Outlook or an equivalent CRM application, and database applications.
• Excellent verbal and written English communication skills.
• Excellent phone and customer service skills.
• Detail-oriented with the ability to handle multiple tasks.
• Ability to maintain positive contacts within all levels of the organization to exchange, explain, and interpret information or ideas and follow up on client requests.
• Proven ability to consistently meet or exceed sales goals.
• Ability to prepare cost proposals promptly to meet customers’ needs.
• Strong organization and time management skills.
• Ability to draft and deliver sales presentations.