The Account Manager - Existing Installations (EI) identifies opportunities through key customer contacts and industry information. They locate sources for sale of company products and services, prepares documentation for prospective current customers, and ensures it is communicated appropriately.

Customer and Account Management

• Build and maintain favorable client relationships


• Ensure customer needs or enquires are met in a prompt, professional manner through effective communications, and follow customer complaints to satisfactory resolution


• Interpret customer concerns and mobilize the necessary internal resources in such a way that customer satisfaction is assured while cost and employee resources disruption is minimized


• Assist architects and/or developers with application of company products through layout data and specifications

Portfolio Growth and Retention

• Understand financial goals and expectations of company, and meet and/or exceed assigned sales and customer objectives


• Plan, develop and implement sales strategies to lead negotiations that are consistent with internal strategy while, at the same time, reflective of customer requirements and competitive offerings


• Assemble and present information for service, fixed priced repair and modernization


• Identify and pursue potential customers to drive and support strategic growth objectives


• Analyze customer needs and secure desirable business through application of company products and services


• Work with owners and building management in obtaining maintenance agreement, renewal of agreements as well as updates to their system either to meet new code requirements or through application of new technologies


• Source, analyze, communicate and apply competitive data for competitive advantage to company, and provide recommendations for market target pricing

Process Management and Administration

• Develop sales proposals and prepare estimates for the sale of company products and services


• Assure full utilization of systems and follow best demonstrated practices (BDP)


• Prepare and maintain required customer information and files in accordance with established procedures


• Work in cooperation with Contract Control on sales contract agreements


• Accounts receivable management for assigned accounts


• Participate in company professional development programs to enhance working knowledge of elevator company products, services and procedures