Commercial Account Manager

Summary/Objective:

We are seeking a customer‑focused, self‑driven Commercial Account Manager with strong CRM proficiency and an ownership mindset. This role is focused on building trusted relationships with customers, distributors, and national accounts through consistent, front‑line engagement.

The ideal candidate actively obtains project updates and quote feedback, accurately captures insights in the CRM, and uses that information to drive disciplined follow‑up actions and improve win rates. Success is measured by clear visibility into the sales funnel, timely customer communication, strong conversion performance, and effective channel execution.

This role supports business growth and channel development by educating and enabling distribution partners, responding to customer inquiries, preparing pricing and quotes, and supporting the sales order process. A strong bias for action, relentless customer advocacy, and attention to execution are essential to driving organic growth and distributor success.

Essential Functions:

• Drive operational efficiency by leveraging Microsoft Dynamics CRM to track opportunities, accelerate quote follow‑up, and improve conversion speed.
• Develop and expand a distributor network to support sustained sales growth.
• Develop product awareness at consultant/project representative level to include product capabilities, technical information, new offerings, etc.
• Cultivation of new customers at the installing contractor level; product promotion to specifying engineers on new projects
• Cultivation of new projects of large scale by pursuing opportunities through personal sales efforts.
• Display strong external focus through a keen awareness of market conditions, customer and competitor activities and their related opportunities for the business.
• Create and execute customized marketing plans for major customers within the territory, including participation in trade shows and association events.
• Establish process to identify potential jobs/projects in region and secure bid from independent rep or end customer, set review process with operations, sourcing, and engineering to understand future needs.
• Serve as customer resource for technical and application questions, leverage appropriate internal resources to resolve issues quickly and effectively.
• Infrequent travel required, approximately 15 days per year.
• Listen to customer requests for product and prepare information to submit for quote.
• Confer with Strategic Sales Manager and Director of Sales, review achievements, and discuss required changes in goals or objectives resulting from current status and locations.
• Assist in all departmental functions as required such as resolving service issues and account receivables.

Education:

• Bachelor’s Degree in Business or related discipline

Experience:

• 5+ years of experience within Sales and a solid track record in sales achievements and in closing.
• 1+ years of experience conducting sales presentations via webinar or in-person presentation.

Skills and Abilities:

• Computer skills – intermediate knowledge of Microsoft Word, Excel, Outlook, Power Point, and Dynamics CRM.
• Effective Communication skills including written and verbal.
• Able to speak to large groups
• Good Organizational skills
• Proven ability to work independently and within guidelines / established procedures.
• Ability to work in a fast-paced environment, handle high volume workload, participate in trade and home shows.
• Strong relationship building skills