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Trane - HVAC Account Manager

Company: Ingersoll Rand
Location: Honolulu
Posted on: March 19, 2019

Job Description:

At Ingersoll Rand we are passionate about inspiring progress around the world. We advance the quality of life by creating comfortable, sustainable and efficient environments. Our people and our family of brands-including Club Car -- , Ingersoll Rand -- , Thermo King -- , Trane -- , American Standard -- Heating & Air Conditioning and ARO -- - work together to enhance the quality and comfort of air in homes and buildings; transport and protect food and perishables; and increase industrial productivity and efficiency. We are a global business committed to a world of sustainable progress and enduring results. For more information, visit www.ingersollrand.com . Ingersoll Rand is a diverse and inclusive environment. We are an equal opportunity employer, dedicated to hiring a diverse workforce; including individuals with disabilities and United States qualified protected veterans. SUMMARY: Responsible for developing long-term customer relationships and maximizing account penetration and customer retention with contractor and consulting engineer/architect accounts. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES include the following.Other functions may be assigned: Utilizes Account management process to identify key customers and to develop specific action plans to grow identified accounts. Identifies potential opportunities with existing and new customers. Collects project data and compares to the office's capabilities. Converts leads into opportunities by assigning the appropriate sales process, identifying the required project team members, making assignments, and communicating the next steps in the process. Develops relationships with multiple buying influences in the customer's organization, including project managers, project engineers, construction, purchasing, and accounts payable. Gathers and validates preliminary information and performs facility walk --through, construction plan review or other requirements. Determines project needs, constraints, and responsibilities to meet all of the customer's HVAC system design and installation requirements. Develops, evaluates, and discusses possible solutions with customer. Develops preliminary project fulfillment schedule. Responsible for project take-off, selection, pricing, and integration of equipment, controls, and services. Responsible for the preparation and review of the proposal. Validates the preliminary proposal with customer. Determines proposal price and selling strategy. Reviews and compares contract terms and conditions with Trane contract standards. Presents the proposal and negotiates price, terms, and conditions with customer. Follows up with buying influences. Prepares transition documents and communicates project readiness for assignment to operations team. Resolves major deviations from scope with team after Project Scope Validation. Determines needs, develops and executes an account specific business plan to identify the long term, mutual support requirements required to facilitate a strong, profitable and successful partnership. Provides total account business activity reports and annual forecasts. Provides knowledge and consultation in the form of developing HVAC system related solutions for the customer's problems, including financial and performance-based considerations. Consistently ascertains customer needs and current market opportunities.Assembles, coordinates and interacts with sales team as needed for customer penetration and project acquisition. Coordinates with consulting engineers in writing project specifications. Coordinates with Estimators in the interpretation of specifications and preparation of proposals. Responds to customer needs by identifying systems, products, generating quotes and closing orders. Authorizes replacement, credit, or refund as necessary to facilitate the refund/exchange process including negotiation of backcharges and customer disputes. Assists customers in answering technical questions on HVAC systems, Trane products, and system application alternative, BAS, installation, operation, maintenance, and problem resolution. Flexibility to work outside normal work hours, as required. SUPERVISORY RESPONSIBILITIES: May directly supervise sales support personnel.Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.Responsibilities may include interviewing and training employees; planning, assigning, and directing work, and performance appraisals. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's degree in engineering, business or equivalent from four-year college or university; completion of the Trane graduate training course; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.Ability to write business reports, equipment specifications and correspondence.Ability to effectively present information to top management, public groups, and/or boards of directors. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions.Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. CERTIFICATES, LICENSES, REGISTRATIONS Valid Driver's License, Proof of personal insurance PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk and hear.The employee frequently is required to walk, sit, and use hands to operate computer keyboard, and telephone.The employee is occasionally required to stand; reach with hands and arms; climb or balance; and stoop, kneel, or crouch.The employee must occasionally lift and/or move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position works in a typical office environment with visits to other offices, plants, and job sites.Frequent outdoor travel is required to visit customers.During visits to job sites, the employee is occasionally exposed to moving mechanical parts, extreme heat, and risk of electrical shock.The noise level in the work environment is usually moderate. We are committed to helping you reach your professional, personal and financial goals. We offer competitive compensation that aligns with our business strategies and comprehensive benefits to help you live your healthiest. We are committed to building an inclusive and diverse culture that engages as well as values the different backgrounds and experiences of our employee, which, in turn, spurs innovation, generates creative solutions and enhances our customer relations. If you share our passion for inspiring progress-for bringing about bold shifts in how people, economies and societies operate-then you belong with Ingersoll Rand. Progress begins with you.

Keywords: Ingersoll Rand, Honolulu , Trane - HVAC Account Manager, Executive , Honolulu, Hawaii

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