Service Account Manager

Overview

Service Account Manager role at Balco, Inc. The Service Account Manager (SAM) position leads service sales for an assigned territory. They pursue and execute the sale of preventative maintenance plans, replacement parts, and repair work for Smoke Guard systems by building relationships with building owners, owner representatives, and property managers. The assigned area for this role is San Diego County and the immediate surrounding areas.

SAMs must achieve agreed upon sales targets and outcomes within schedule and are eligible to receive an annual base salary + quarterly sales bonuses.

• Present, promote and sell preventative maintenance plans and replacement parts to existing and prospective customers for the assigned area.
• Develop and maintain positive relationships with customers and other business affiliates, regularly visit existing and potential customers, and become familiar with their needs.
• Independently prepare and present service proposals, extended maintenance, and annual service agreements.
• Exercise discretion and independent judgment in negotiating pricing terms with customers.
• Review and maintain documentation of sales leads, customer contacts, purchase orders, work orders, contracts, and other necessary information in company systems.
• Evaluate competitor activities and products in the assigned territory, follow up with all bids in a timely manner, track lost bids, and perform an analysis.
• Coordinate sales efforts and work collaboratively with Service Project Coordinators, Technicians, Customer Service Reps, and other internal team members.
• Conduct daily check-ins with Service Technicians, coordinate schedules for repair work, monitor performance, and ensure work meets company quality standards and customer expectations.
• Lead the resolution of customer issues and complaints within the assigned territory to maximize customer satisfaction.
• Maintain technical knowledge of products and services offered and attend internal and external training as needed.
• This role may require other job duties to be performed.
• The above statements are intended to describe the general nature and level of work performed by employees assigned to this role and are not to be construed as an exhaustive list of all job duties.

• Highly motivated and target driven, with a proven track record in service delivery.
• Strong understanding of building maintenance repair contracts and repairs.
• Effective and professional selling, negotiation and communication skills (written and verbal).
• Strong time management and organizational skills, with the ability to prioritize customer needs with business needs.
• Able to create and deliver presentations tailored to audience needs, interact professionally with customers and respond to feedback.
• Proficiency with MS Office suite products (Word, Excel, PowerPoint) and industry-specific software (CRM system).

• High school diploma or equivalent required
• Associate’s/Bachelor’s degree in Business Administration or a similar field is preferred

• 2+ years of sales experience, including lead generation, prospecting, executing territory sales strategies, and developing and closing new and recurring business. Experience with the sale of code-driven products and services is preferred.
• Prior experience preparing and delivering sales presentations, in 1x1 and group settings, both in person and remotely is required.

• Office:
  This position works in a professional office environment, routinely uses standard office equipment, and is seated for long periods of time.
• Construction:
  This position requires the ability to work in typical construction work environments and utilize the required Personal Protective Equipment (PPE).

• Candidates who receive an offer of employment must successfully pass a background check and drug screen.
• Travel within the assigned sales territory is required, typically via automobile. Must have a valid driver’s license.
• This role requires driving for the Company and a current driver’s license with a clean MVR.
• Must be able to use hands and have finger dexterity; must be able to reach, bend,…