Engineering Account Executive
- Client First
- Inspiring Innovation
- Elevating Quality
- Meet or exceed a minimum monthly sales goal of $35,000 in booked revenue.
- Treat all incoming leads and calls as high-value opportunities.
- Sell engineering services and remain accountable for the project from sale through full completion.
- Prepare and send quotes for larger or more complex services.
- Follow up on unpaid completed jobs as outlined by leadership to ensure payment collection.
- Answer incoming calls promptly, on the first ring.
- Maintain a minimum of 35 calls per day, split between inbound and outbound.
- Ensure gaps between calls do not exceed five minutes, unless approved by management.
- Be logged in, available, and ready to take calls at the start of each scheduled shift.
- Tag calls accurately in the phone system to receive the next inbound call.
- Respond to text messages within five minutes of receipt.
- Maintain professional, clear, and courteous communication across all channels.
- Provide top-tier customer service through phone, email, and written communication.
- Assist clients with scheduling appointments and addressing service-related inquiries.
- Respond to and organize incoming emails in a timely manner.
- Keep clients informed and updated throughout the lifecycle of their project.
- Act as a liaison between clients, internal agents, and field personnel to ensure seamless project execution.
- Manage projects from initial sale through final completion.
- Enter all leads and customer information into the CRM immediately upon receiving a phone call or lead from providers.
- Perform accurate data entry for scheduled appointments and project updates.
- Work through daily follow-up task lists to ensure no opportunities or client needs are missed.
- Use Microsoft Teams to stay actively engaged with teammates and leadership throughout the workday.
- Follow all company policies, procedures, and workflows as outlined by leadership.
- Adhere strictly to the company attendance policy.
- Maintain accountability for performance metrics and operational standards.
- Maintain reliable internet and power service.
- Ensure access to a backup work location in the event of internet or power outages to avoid service interruptions.
- Achieve or exceed required call volume and sales benchmarks.
- Maintain responsiveness standards across phone, text, and email communication.
- Deliver consistent, high-quality client experiences.
- Additional KPIs, responsibilities, and job tasks may be added, modified, or adjusted at any time to meet business needs.
- Tighten this up for legal/HR compliance
- Rewrite it for Indeed/LinkedIn posting
- Make a short internal version for onboarding Just tell me the vibe
- Operate in alignment with core values: Client First, Inspiring Innovation, Elevating Quality.
- Provide top-tier customer service across all communication channels.
- Follow all company policies, procedures, and attendance requirements.
- Minimum sales goal of $35,000 per month in bookings.
- Maintain at least 35 calls per day (inbound and outbound).
- Answer inbound calls on the first ring and remain available throughout the shift.
- Gaps between calls should not exceed five minutes unless approved by management.
- Be logged in and ready to work at the start of your scheduled shift.
- Tag calls correctly to receive the next inbound call.
- Respond to texts within five minutes.
- Treat all calls and leads as high value.
- Schedule appointments and assist clients with service needs.
- Send quotes for larger services and complete daily follow-up tasks.
- Manage projects from sale through completion and keep clients updated.
- Enter all leads and customer information into the CRM immediately.
- Follow up on unpaid completed jobs as directed by leadership.
- Act as a liaison between clients, internal teams, and field personnel.
- Use Microsoft Teams to stay connected with teammates and leadership.
- Maintain reliable internet and power, with a backup location available if needed.
- Additional KPIs, duties, and job tasks may be assigned or adjusted at any time based on business needs.
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