Account Manager

General Position Summary

At Oldach, we are committed to supporting our valued customers with quality products with the latest advances in technology, aggressively addressing the needs of the HVAC industry with the full support of the manufacturers we represent, inspiring confidence in every purchase our customers make.

The Account Manager consults to Owners (End Users) and their Engineering Staff in the design, application and sales of environmental systems solutions for commercial, industrial and institutional buildings. Responsible for providing technical expertise and sales services for all branded products represented by Oldach Associates LLC. Performs take-offs, proposal generation, and follow up.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Responsibilities: (include the following. Other duties may be assigned.)

• Responsible for take-offs, selection, pricing, proposal, bidding and submitting, follow-up and order results.
• Responds to customer inquiries by investigating concerns, implementing corrective action, and communicating with customers and staff, as appropriate.
• Assists customers in answering technical questions on HVAC systems, Oldach represented brands and products, and system application alternatives, controls, installation, operation, maintenance, and problem resolution.
• Responds to customer needs by identifying systems, products, generating quotes and closing orders.
• Calls on assigned End User accounts.
• Provides engineering support to the sales department.
• Configures units and proposals for negotiated/field requested projects.
• Conducts price estimates and quotations for projects.
• Enter and maintain projects in CRM.
• Prepares and maintains all customer and project files.
• Monitors and tracks quoted projects up to closure of orders.
• Handles credit requirements, works with the Credit Department to gain customer credit approval and assist in the collections process.
• Enters orders into the system.
• Responds to customer needs by identifying systems, products, generating quotes and closing orders.
• Delivers quotes, proposals, service contracts, and documents to complete a sale.
• Provides equipment, parts, service, etc. to satisfy the customer's requirements.
• Assists with overall project management.
• Collects, organizes, and assembles data for reports, presentations and/or special projects.
• Conducts customer visits and customer events to build relationships with key accounts.
• Conduct formal presentations and training sessions with customer groups.
• Observes the Oldach Associates, Inc. conditions and business conduct policies when securing business in the marketplace.
• Meets or exceeds gross margin requirements.
• Works with staff to assist with marketing.
• Completes reports when requested from management.
• Provides seminars to train customers.
• Flexibility to work overtime/weekends, as required.
• Frequent travel requirements with some overnight travel.
• Perform other related duties as assigned.

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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

Requirements:

• · Bachelor's degree in mechanical engineering; and four-year of experience in HVAC industry. Excellent verbal and written communication skills in English and Spanish.
• Organizational skills and attention to detail.
• Proficiency in technology tools such as Microsoft Office (Advanced Excel) and Outlook.
• Ability to handle multiple tasks in a fast-paced and demanding environment.
• Valid Driver’s License

Language Skills:

Ability to read, analyze, and interpret common scientific and technical journals, technical manuals, product literature, procedure manuals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to operate computer keyboard and telephone. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include the ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

This position is in a typical office environment with occasional visits to job sites. During the visits to job sites, the employee is occasionally exposed to moving mechanical parts, outside weather conditions, and risk of electrical shock. The noise level in the work environment is usually moderate.