Client Partnership Lead

The role

You will be the inside sales and new-business development member of the team. You will build a pipeline of qualified clients and prospects, handle inbound inquiries, and keep the CRM and sales operations up to date.

What you will do

• Develop an assigned portfolio of clients, prospects and targets to create qualified pipeline.
• Build account plans covering locations, contacts, buying committees and future potential.
• Prospect through calls, email, referrals, events, campaigns and re-engagement.
• Respond to inbound calls, inquiries and service requests with a clear next step.
• Qualify inbound opportunities and identify recurring-service and cross-trade needs.
• Maintain the CRM as the system of record for accounts, contacts, opportunities and next steps.
• Monitor stale opportunities, missing next steps and proposal status.
• Support pipeline reviews, forecasting and sales metrics.
• Collaborate with the Client Solutions Lead and Client Service Estimator on discovery, quotes and closing.
• Sell and close appropriate service, repair and protection-agreement opportunities.

Required qualifications

• High School diploma or GED.
• Three (3) years of experience in inside sales, account development, client service, sales operations, CRM administration, service coordination, business development, commercial services, or a related
• Strong written and verbal communication.
• Organization, initiative and problem-solving.
• Outbound comfort.
• CRM and business-system proficiency.
• Ability to balance immediate inbound needs with proactive development in a fast-paced environment.

Nice to have

• Commercial HVAC-R, plumbing, environmental, mechanical service, facilities, construction or industrial-services experience.
• Demonstrated success with new-business development, inbound conversion, outbound prospecting and account planning.
• Experience with CRM, pipeline management, dashboards, reporting and data quality; Microsoft Dynamics preferred.
• Basic understanding of mechanical systems, service workflow and protection agreements.
• Proficiency in Microsoft Office and Teams.

Benefits

• Competitive base salary.
• Medical benefits.
• Vacation and holiday benefits.
• 401(k) benefits.
• Opportunity to run your own projects and control daily decisions.
• Unlimited growth opportunities.

Before you apply

• The posting states the company is an Equal Opportunity/Affirmative Action Employer.

About the company

G.E. Mechanical, LLC is a full-service mechanical contractor founded in 1984 that provides HVAC, refrigeration, plumbing, environmental and emergency services. It serves New Jersey, Eastern Pennsylvania and Northern Delaware from locations in Vineland and Cranbury.