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Owner Direct Account Manager

3 months ago

Oklahoma City, United States Harrison Energy Partners Full time

SUMMARY DESCRIPTION:

Working directly with building owners, managers, and facility personnel to provide technical and financial solutions for their mechanical systems. This is accomplished through maintenance contracts, energy and intelligent services, turnkey projects, building automation systems and equipment.

PRIMARY ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Working safely is our company’s number one business objective. It is the responsibility of each employee to comply with all safety and health requirements whether established by the company or by federal, state or local law. Each employee must be dedicated in his or her safety responsibility while conducting business. It will be a condition of employment that all employees are expected to work safely and contribute to the safety of others.

  • Must be able to champion and promote the HEP safety culture to clients and potential clients. Must be able to communicate a safety first attitude.

  • Regular meetings with existing and potential customers in the effort to maintain and or develop relationships and ensure two way communications between HEP and customer. Entertain customers outside of their working environment to further develop personal understanding, stakes and goals.

  • Help educate customers to operate their facilities more efficiently and train customer maintenance personnel.

  • Manage existing customer relationships and coordinate with other departments to help manage customer relationships.

  • Prospect for new business. Maintain/increase current contract base. Sell service/maintenance contracts. Renew existing agreements annually. Write proposals for service opportunities such as repairs or upgrades. Conduct building surveys to identify opportunities for new service, building automation, turnkey projects and equipment sales opportunities. Work with other team members to sell controls and equipment.

  • Coordinate company resources to complete contracting jobs to increase customer satisfaction.

  • Establish working business relationship with customers moving constantly toward consultant status. Develop migration plans to integrate controls systems. Develop solutions to the customers HVAC needs.

  • Acts as a liaison between customer and the service department. Understand as much as possible about each building serviced. Coordinate with Service Admin Department when concessions are necessary. Become a “solution provider’ vs. vendor- establish and deepen trust.

  • Edit asset and energy for customers.

  • Maintain customer records, such as service agreement, quoted service, and contracting proposals, both signed and proposed. Facilitate connection to service records, analysis, and reports for fulfillment team.

  • Attend trade shows and professional association meetings that current and potential customers are affiliated with.

  • Conduct energy audits, review utility bills, and help owners/customers with their service needs.

  • Utilize energy analysis to help benchmark customer’s buildings.

  • Perform yearly “Account Reviews” with strategic accounts before contract renewal.

  • Account reviews to include equipment reviews for purposes of renewals and equipment overhaul or replacement.

  • Perform any other related duties as required or assigned.

    QUALIFICATIONS:

    To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

    EDUCATION AND/OR EXPERIENCE:

    Engineering degree preferred. Broad knowledge of such fields as advanced accounting, marketing, business administration, finance, etc. Eight years of experience in mechanical maintenance in an industrial environment will be considered in lieu of formal degree, including 4 years related management experience. An equivalent combination of education and experience considered.

    REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS:

    State driver’s license, auto insurance, auto registration, acceptable driving record.

    PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS:

    CEM, plumber’s license, electrician’s license, boiler license, or EPA certificate considered a plus.

    SOFTWARE SKILLS REQUIRED:

    _ Basic X Intermediate __ Advanced

    Specific Programs and/or skills:

    Heavy presentation/PowerPoint skills. Specialty software training provided post hire. Energy analysis software considered a plus.

    COMMUNICATION SKILLS:

    Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Comfortable meeting meet new people and developing lasting business relationships.

    WORKING AND/OR ENVIRONMENTAL CONDITIONS:

    The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the functions of this job, the employee is occasionally exposed to work near moving mechanical parts, work in high, precarious places, outdoor weather conditions. Position requires frequent auto travel, including hazardous weather conditions and other inherent traffic hazards. The noise level in the work environment is usually moderate.

    PHYSICAL REQUIREMENTS:

    The following physical activities 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 and expectations.

    While performing the functions of this job, the employee is regularly required to talk or hear; frequently required to stand, sit; and occasionally required to walk, use hands to finger, handle, or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; color vision; peripheral vision; depth perception; and ability to adjust focus.

    TEAMWORK

  • Demonstrate and promote a spirit of cooperation and teamwork throughout the company;

  • Continually look for ways to improve our processes and ability to serve our customers effectively;

  • Continually strive to improve personal performance. Take an active role in seeking training or other opportunities for growth and development.

    BUSINESS BEHAVIOR & ANTITRUST

    Do not discuss with competition (includes similar Service/Parts companies and manufacturing representatives).

  • Company price, costs, profits, or terms of sale;

  • Person or companies with whom William A. Harrison Inc., Harrison Energy Partners, or Best HVAC Parts & Supply will or will not do business;

  • Geographical areas of operations.

    CONFIDENTIALITY & CONDUCT

  • Do not divulge any confidential personnel and/or corporate policy;

  • Will not engage in gossip or other unprofessional conduct;

  • May not make changes in his/her job description, standards of performance or quarterly objectives without consultation with your direct supervisor, manager or executive leadership.

    SAFETY SENSITIVE STATEMENT

    A Safety Sensitive Position (SSP) is defined as any position in which a person performing the position while under the influence of drugs, including marijuana, as well as alcohol, may constitute a threat to the health or safety of themselves, co-workers or general public. A SSP could also include a position in which a lapse of attention could result in injury, illness, or death for the employee, co-workers, or general public. Without limitation a SSP includes any position that involves operating, repairing, maintenance, or monitoring of heavy equipment, machinery or motor vehicles as part of the job duties.

    HEP has designated the following positions as Safety Sensitive:

  • All positions in the Service Department

  • All positions in the Controls Department

  • All positions in the Contracting Department

  • All outside Sales and Marketing positions

  • All Executive positions

  • All Parts positions

  • Any and all other positions in which the person is required to operate a motor vehicle in performing duties for the benefit of Harrison Energy Partners. This includes positions where such activity may be occasiona l.