Overview
The Account Manager / Estimator is an associate-mid level sales position who serves as the primary relationship owner for an assigned group of client accounts with responsibility for retention and growth. Ensure clients derive maximum value from our services. Estimate projects and create bids/proposals; prepare implementation plans; manage projects; lead client onboarding; present strategy and annual plan. Work closely with clients to identify needs and consult on best practices for solutions and setup.
Excellent proposal development, presentation, and negotiating skills utilized to succeed in this role. Demonstrate expertise in gaining access and selling to the mid to senior level decision makers to ensure a deep enough understanding of clients’ individual experiences to head off potential issues before they become problems.
Responsibilities
Including the following. Other duties may be assigned.
* Grows profitable opportunities and sales within strategic growth segments.
* Develops new prospects and interacts with existing customers to increase sales.
* Maintains a key customer base by ensuring profitable business relationships.
* Estimates and effectively quotes customer projects.
* Requests material and outside service quotes from new and existing suppliers.
* Monitors, analyzes, and communicates sales data to contribute to service schedule and planning.
* Responds to customer information requests; collaborates with cross-functional departments to ensure a timely and accurate response.
* Monitors competitors and market conditions.
* Performs other related duties as assigned.
* Proactively and efficiently manages resources with dedicated teams to ensure successful outcomes.
* Aligns the overall company solution to the client’s business needs, challenges, and technical requirements.
* Strong interpersonal and communication skills: writing, editing, and presenting.
* Ability to resolve complex problems.
* Builds and maintains a consistently strong pipeline.
* Identifies new and emerging vertical markets.
* Provides a consultative sales approach to clients.
* Excellent sales, negotiation, and team building skills and techniques are required.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor’s degree (or relevant experience) preferred.
* Minimum of 5 years successful experience as a direct contributor carrying an individual quota.
* Will have accomplished the following:
o Experience independently closing individual accounts with revenue over $250K.
o Average deal size $10-35k.
* Ability and experience selling to Manager and Director levels within the organization.
* Experience managing and directing the entire sales cycle from beginning to close.
* Candidate will be strategic in finding new business using technical knowledge and skillset.
* Creation and execution of quarterly and annual business plans.
* Good management presence, communication skills, and credibility.
* Proven track record of consistently meeting or exceeding assigned annual/quarterly goals and targets.
* Attentive to forecasting and business reporting responsibilities.
* At least an intermediate level in using Microsoft Office products, especially Excel, Word, and PowerPoint.
Physical Requirements:
* Remaining in a stationary position, often standing or sitting for prolonged periods: Occasionally
* Moving about to accomplish tasks at a worksite or moving from one worksite to another: Constantly
* Moving self in different positions to accomplish tasks in various environments, such as stooping, kneeling, or crouching: Rarely
* Adjusting, moving, and lifting objects in all directions: Rarely
* Talking and hearing to communicate with others: Constantly
* Seeing to perform job duties at close range, such as monitors or screens: Constantly
* Seeing to perform job duties at a distance, such as driving or operating equipment: Occasionally
* Repeating motions that may include the wrists, hands, and/or fingers: Constantly
* Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like: Rarely
* Operating machinery and/or power tools: Rarely
* Operating motor vehicles or heavy equipment: Occasionally
* The ability to travel regionally or nationally: Occasionally
Physical Demands:
* Sedentary work that primarily involves sitting/standing: Constantly
* Light work that includes moving objects up to 20 pounds: Occasionally
* Medium work that includes moving objects up to 50 pounds: Occasionally
* Heavy work that includes moving objects up to 100 pounds or more: Rarely
Working Conditions:
* Low temperatures: Rarely
* High temperatures: Occasionally
* Outdoor elements such as precipitation and wind: Occasionally
* Noisy environments: Occasionally
* Hazardous conditions: Rarely
* Shift work, to include overnight work: Never
* Frequent overtime, including weekends: Never
* Office environment: Constantly
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