SB Account Specialist-Client Direct

SourceBlue is a subsidiary of Turner Construction Company that has been purchasing materials and equipment for major construction projects since 2001. With a staff of 350+ dedicated professionals and ~$1B in equipment and materials procured annually, we provide Clients with comprehensive supply chain services that are unmatched in the industry today.

Internal Applicants: This position can be performed from any Turner office.

Position Description:Own sales operations to support sales leadership in executing strategy by identifying and qualifying opportunities, prospecting new clients, and maintaining pipelines. Coordinate and lead market research, pursuit coordination, proposal development, and client engagement in collaboration with marketing, operations, and legal teams to advance pursuits and strengthen long-term client relationships.

Essential Duties & Key Responsibilities:

• Manage early-stage pipeline by conducting discovery calls, validating client needs, and advancing qualified opportunities toward proposal meetings with Account Executives or senior team members.
• Conduct research to identify and qualify target areas, projects, and clients in support of business development strategy.
• Prospect new sales leads through cold calling, market research, and participation in industry events.
• Develop, track, and maintain lists of business opportunities in assigned market segments or regions.
• Gather and organize pursuit information, clearly communicate updates, and keep teams informed of expected timelines.
• Partner with Account Executives to execute pursuit strategies, organize internal resources, and strengthen client relationships.
• Support account maintenance programs and client engagement activities, including early/late meetings and events as required.
• Input business unit requirements into Client Relationship Management System (CRM), Proposal Authorizations (PA), Contract Authorizations (CA), and ICC+Surety requests in compliance with internal deadlines.
• Produce accurate reports and scorecards to reflect pursuit status and business development metrics.
• Perform preliminary reviews of Owner Contracts for accuracy; maintain detailed account and contract information in CRM, including PAs, CAs, Sales IOR, and Sales Scorecards.
• Uphold strict adherence to company ethics and compliance requirements in all clients, contract, and pursuit activities.
• Collaborate with legal counsel to assess risk, document findings, and communicate contract summaries to stakeholders.
• Review proposals and presentations for coherence, completeness, compliance, consistency, and correctness.
• Collaborate with Marketing to create compelling client-centric proposals, presentations, and pursuit collateral.
• Contribute to pre-sales activities by providing insights to pursuit strategy development.
• Assist in preparing technical briefs outlining project approach, relevant experiences, and strategic strengths in RFQ/RFP responses.
• Perform additional activities, duties, and responsibilities as assigned.