Account Manager - Fire and Security Service
Egan CompanyAbout the role
Are you a natural relationship builder that values long-term partnerships? We are looking for a dedicated Account Manager to join our Fire and Security Service team. The Account Manager is responsible for ongoing account management, including directly managing a portfolio of existing accounts and acquiring new customers, and is focused on building relationships with stakeholders at all levels, regularly meeting with current and prospective customers, understanding customer needs, presenting solutions, identifying sales opportunities, and ensuring customer satisfaction and retention.
Key Responsibilities
The responsibilities of the Account Manager - Fire and Security Service include, but are not limited to, the following:
- Prospect for new customers with main focus to include sales of planned maintenance agreements.
- Foster long-term relationships with customers, end users, key contractors, and engineers.
- Meet sales and gross profit goals with year-after-year growth and assist in the development of future sales goals.
- Use CRM software to prepare proposals and manage customer communications and activities; track sales activities and forecast sales opportunities in CRM.
- Conduct site surveys, work with support staff to create preventative maintenance proposals, coordinate labor for best results with service dispatch coordinators, and manage jobs as needed.
- Respond to phone calls and emails for maximum customer satisfaction and sales.
- Estimate solutions per plan/specification requirements and owner-direct opportunities.
- Write scope proposals based on estimates including repairs and small projects.
- Promote all service offerings to include: mechanical, plumbing, electrical, building automation, door hardware, fire, security systems, and monitoring.
- Promote a positive safety culture and build strong internal partnerships; work collaboratively within a group and with other Egan groups to support Egan’s Mission, Vision, and Values.
- Advises other groups of additional sales potential and assists with promoting service-planned maintenance agreements prior to job closeout.
- Approve accounts payable and receivable in a timely manner.
- Join and actively be involved in trade groups.
- Attend regular sales meetings and other required meetings.
- Attend monthly safety lunches and perform safety audits to promote a Stay Safe culture.
- Identify and communicate process improvements and other opportunities to management.
- Visit jobsites and customer sites regularly.
- Knowledge of the door industry is a plus.
- All other duties as assigned.
Requirements
- High school diploma or GED required; Bachelor’s degree preferred.
- 1-3 years of account management or sales-related experience is required, including direct oversight or primary ownership of client accounts. Experience within the mechanical, electrical, or limited energy industries is preferred; direct trade experience working in the field is also a plus.
- Must possess and maintain a valid driver’s license and acceptable driving record.
Qualifications
- Demonstrated ability to develop strong relationships.
- Ability to present to both internal and external groups.
- Strong organizational skills to deal with competing customer needs.
- Ability to learn and promote other areas of the business.
- Strong demonstrated negotiation skills
- Proven knowledge of estimating processes and procedures.
- Knowledge of the door industry is a plus.
- Ability to work independently with minimum supervision.
- Strong desire to grow professionally and to learn and retain technical information.
- Proficient in the use of standard office computer programs such as Microsoft Office and Google applications.
Working Conditions
- Performance of duties will be in the office, home, customer sites, and job sites as needed.
- Ability to stand or sit for extended periods of time.
- Exposure to loud noise, dirt, and exposure to the elements are to be expected on job sites, along with climbing ladders/stairs, uneven ground, bending, kneeling, and twisting.
Benefits, Perks and Pay Beyond the Industry Standard
Egan supports team members and their families with comprehensive benefits. From robust healthcare benefits and generous paid time off, to flexible working options and career growth opportunities, Egan is committed to providing a workplace that helps you thrive both personally and professionally.
- Health and Well-being: in addition to medical, dental, vision insurance options, flexib
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