Title: Account Manager I
Operating Company: Dorse & Company
Location: Seattle, WA
FLSA Status: Exempt
Salary Range: $120,000-$150,000 annually
Job Description: The Account Manager provides customer support, working alongside several departments to deliver outstanding service to customers. The Account Manager supports projects pre-sale and assists post-sale; depending on project complexity ranging from weeks to several months.
Essential Duties and Responsibilities: - Actively works with estimating, project management, sales support, inside sales and accounting to facilitate all project stages.
- Supports customers by providing customer service and technical assistance.
- Communicate with customers in a high-volume environment via phone, email and in person.
- Required to make weekly customer visits to foster a relationship, follow-up quotes and to support new project development. This includes technical presentations and marketing events.
- Manage accounts of any size to support the business. Including supporting house account requests in a timely and courteous manner.
- Travel for customer factory visits, industry events and factory training
- Work with in-house engineering and the customer to promote products for basis of design.
- Prebid research - for new projects, research if it's a re-bid or same project/opportunity. Set up project opportunities in the appropriate system.
- Understand product market pricing. Collect customer bid feedback and enter into CRM.
- Provide budget pricing based on a narrative and design development stages.
- Finalizing estimates through pre-bid reviews.
- Accurately perform product takeoff without needing manager or peer assistance.
- Capable of preparing submittals and orders using manufacturer databases and Dorse software packages. Manage multiple projects at the same time.
- Work with Project Managers to review and track open orders, providing updates to internal and external stakeholders as needed.
- Perform customer credit review and gather information for materialman filing.
Additional duties may be assigned as needed to support business operations; however, such duties will be reasonable, job-related, and consistent with the scope, level, and classification of the position.
Work Environment & Physical Demands: Work Environment
- Under 1/3 of the time, employee will be working near moving mechanical parts, high, precarious places and around fumes or airborne particles.
- The noise level in the work environment is moderate while in the office and loud while working in the warehouse.
Physical Demands
- Under 1/3 of the time, this employee will be standing, walking, reaching with hands and arms, climbing, balancing, stooping, kneeling, crouching and/or crawling. Lifting more than 50 lbs.
- Over 2/3 of the time, this employee will be sitting, using hands to handle or feel, talking, hearing (listening)
Experience and Requirements: Required
- 3+ years of prior HVAC Account Management experience required.
- 3+ years of Sales Experience
- Strong written and oral communications skills are essential.
- Experience working in a high-volume business.
- Strong technical/database acumen is required including proficiency in Microsoft Office software, Oracle, CRMs and partner databases.
- Advanced HVAC Product Knowledge - Understands product names, descriptions, functionality and ability to cross reference or substitute. Understands industry terms, differentiation between products, manufacturers. Ability to identify product exclusions in bid documents.
Preferred
- Bachelor's Degree in Mechanical Engineering / Construction Management or related discipline required, experience in lieu of education is acceptable.
- Knowledge of the following software: Word Processing, Spreadsheets, Internet. Microsoft Office Suite, Oracle, Bluebeam, and Vendor Software.
Benefits:
We offer a competitive and comprehensive benefits package, including:
- 401(k) with employer match (immediate vesting)
- Medical - HDHP & PPO options, Dental and Vision
- HSA with employer matching contributions
- FSA & Limited FSA
- Employer Paid Life/AD&D Insurance
- Voluntary Life Insurance Plans
- Paid Family Leave
- PTO
- Paid Company Holidays - 10 Days
- Employer Paid Short-term Disability
- Long-term Disability
- Referral Bonus Opportunities
- Other voluntary fringe benefits
