The Account Manager actively identifies, engages, and converts customer prospects by delivering tailored generator solutions, building strong customer relationships, and driving profitable sales growth. This role represents the company professionally during customer appointments and through follow-up in the CRM. This role includes active pursuit of self-generated sales opportunities in addition to inbound company generated ones.
Key Responsibilities
· Conduct in-home or on-site appointments generated from company-provided leads.
· Actively seek self-generated sales leads
· Assess customer needs, site conditions, and buying factors to develop detailed, customized proposals.
· Present solutions, answer questions, negotiate terms, and close sales professionally.
· Process orders accurately and provide complete documentation to office staff for scheduling and installation handoff.
· Manage and maintain product displays at designated retail or partner locations, including lead generation.
· Follow up consistently on existing, new, and past leads within the company CRM.
· Build and maintain positive customer relationships that encourage repeat business, referrals, and strong customer satisfaction.
· Meet or exceed established sales targets, follow-up expectations, and proposal timelines.
· Communicate customer expectations, special job requirements, and commitments clearly to internal teams.
· Stay informed regarding products, promotions, installation process expectations, financing options, and company sales practices.
· Communicate with customers regarding recommended aftermarket products and accessories that may enhance or protect their generator
Qualifications / Expectations
· Highly motivated, goal-oriented, and committed to achieving and exceeding sales goals.
· Excellent communication, presentation, listening, and negotiation skills.
· Strong organizational, time management, and prioritization abilities.
· Proven ability to build professional relationships and earn customer trust.
· Ability to receive feedback, adapt sales approach, follow company sales processes, and pursue continuous improvement.
· Valid driver's license and acceptable driving record and ability to pass background checks required of all on site personnel
· Comfortable using CRM systems, electronic proposals, email, phone, and digital sales tools.
· Professional appearance, customer-focused mindset, and reliable follow-through.
Preferred Skills / Knowledge, Skills, and Abilities
· Experience in HVAC, electrical, generator, roofing, or retail and hospitality sales
· Experience conducting in-home sales appointments or site assessments.
· CRM experience with disciplined lead follow-up and pipeline management.
· Ability to understand basic installation scope, site constraints, and customer project expectations.
PHYSICAL REQUIREMENTS
Ability to travel between office and client locations as needed
Ability to work evenings or weekends when required
Compensation
Salary + commission/bonus structure based on experience and performance
Additional incentives may be available based on company goals and KPI performance