Role: The Account Director is a key team member of the Sales & Marketing department, supporting the pursuit of new work with new and existing customers. This person will walk job sites in order to properly scope work, develop cost estimates for maintenance and capital projects work, own vendor relationships, maintain positive customer relationships with existing business, and support new business development opportunities.
Responsibilities:
Develop detailed quotes, focusing on assigned sectors and client portfolio.
Own a portfolio of clients, fulfilling inbound quote requests, performing job walks for scoping, and conducting outbound touchpoints.
Manage deals and client interactions with accurate, timely, and quality data in CRM system.
Operate within an EOS environment and have the passion to collaborate with others as well as function as a self-starter
Analyze required documents, blueprints, and project plans to gain a thorough understanding of the equipment
Update submitted proposals with scope changes, RFI’s, addendums, etc. to ensure final accurate quote.
Manage bids from vendors and contractors and develop new relationships with vendors as needed.
Upload vendor copies and POs for purchased items into CMMS.
Entering quality work order data into CMMS to include detailed information on manpower, materials (ordering status, material receivable updates), and any necessary third-party interactions or needs.
Track market trends, historical cost data, and vendor/subcontractor performance.
Support outside sales or proactive efforts through quote development, jobwalks, scoping, and more.
Perform additional assignments as directed by the supervisor or leadership team.
Expectations:
Act as a leader within a multi-disciplinary department, bringing your expertise to a growing team.
Partner with other sales team members to develop detailed, accurate, and competitive cost estimates for new customer pursuits.
Communicate clearly and timely with Cornerstone’s internal partners, customers, and vendors/subcontractors.
Embrace EOS Culture and demonstrate Cornerstone values in all daily actions.
Maintain consistent and accurate records on all role activities in alignment with Cornerstone's way of working as directed in our procedures and policies.
Attend and actively participate in all Sales and Marketing meetings.
Portray a positive culture and attitude towards our customers and vendors to ensure long-term trust and partnership.
Attain KPIs as directed by Cornerstone leadership.
Collaborate with internal departments and teams to ensure proper alignment and timely delivery of our services. One Team, One Cornerstone!
Utilize CRM platform effectively to manage and track sales workflows, customer data, interactions, and follow-up action items, ensuring data accuracy and completeness.
Stay informed on assigned sectors’ trends and news to become a trusted advisor to clients.
Perform Follow-up conversations with customer base to ensure quality assurance after operations teams are complete with work.
Meet scorecard metrics, individual quotas, and team goals per Vision tracker.
Requirements:
Excellent oral and written communication skills.
Minimum of 5 years in MEP construction, engineering, or industrial/manufacturing maintenance industries.
Knowledge of the industrial/manufacturing industry, including equipment, and key market information.
Proven track record of results and accountability.
Proficiency with CRM and Microsoft Office (Outlook, PowerPoint, Word).
Advanced skills with Excel and CMMS quote development platform (ServiceTrade, Zuper, or similar).
Ability to read and interpret blueprints, specifications, and related documentation.
Ability to work in a fast-paced environment and manage multiple priorities.
Eligibility to work in the United States without needing a work visa or residency sponsorship.
Current, valid driver's license.
Consummate organizational skills and multi-tasking.
Ability to sit for extended periods of time, stand, climb ladders, reach, and bend commensurate with job tasks.
Ability to lift and carry 50-lbs.
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