Insight Global is looking to identify an Account Manager to join a full service HVAC, building automation, and retrofit contractor in Riverside County. This individual will be responsible for identifying and developing new business opportunities, delivering product and service information to clients, and maintaining strong, ongoing client relationships. This role involves creating and presenting sales proposals, managing client pricing and payments, overseeing accounts receivable, supporting quality assurance efforts, and representing the company at industry events and trade shows.
Key Responsibilities:
Proactively identify and research potential clients and projects through outreach to Chief Engineers, Property Managers, Asset Managers, and other key contacts
Utilize various methodscalls, site visits, conferences, online research, and existing networksto generate leads
Build and maintain strong relationships with prospective and existing clients
Collaborate with Sales and Branch Managers, as well as internal teams, to enhance account strategies and achieve business objectives
Analyze client needs and develop solution-based programs to drive sales growth, volume, and profitability
Prepare and deliver compelling client presentations
Draft and review client proposals, including technical and financial components, using standardized templates and pricing models
Achieve sales targets while maintaining defined profit margins
Communicate effectively with internal departments such as Operations, Chiller Teams, Project Management, and Sales
Commit to continuous professional development through training and participation in company-sponsored learning opportunities
Meet or exceed annual written sales goals
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
Human Resources Request Form. The EEOC "Know Your Rights" Poster is available
here.
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https://insightglobal.com/workforce-privacy-policy/ .
Minimum of 3 years of experience in commercial HVAC services or a related industry
Technical background, ideally in Facilities Management or Operations & Maintenance
Strong presentation, sales, and financial analysis skills, including cost modeling
Ability to make independent decisions and manage multiple priorities
Proficiency in Microsoft Office, especially Excel
Competitive, articulate, goal-driven, and energetic
Bachelors degree in Business, Engineering, or a related technical field
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.