Building Automation Sales Account Executive

Here at The Tri-M Group, LLC we are an employee owned company placing our employees first, knowing that highly trained, skilled, and compensated workforce can better serve our customers, our families and our communities.  We’ve built a reputation for delivering quality and professional commercial electrical services with safety as a top priority.  In addition, we place a strong emphasis on our employees, and it starts with hiring the best and brightest talent in the industry!

Check out Tri-M’s comprehensive benefit list below the job description!

Summary Description

The Account Executive will work cooperatively with the Sales Manager/Executive Vice President, customers and other company personnel to generate and/or follow up on sales leads in the building automation systems and/or security marketplace culminating in the successful presentation of a system proposal and receipt of a purchase order.  Acts as customer liaison during installation and pursues system expansion and service work after installation.  This position will work as a member of the team to support the company’s ability to reach full potential, be an advocate for new and/or existing customers and will understand and communicate all elements of our value proposition to industry affiliates. 

This position will be provided with established customer accounts that will be transitioned upon starting in this role.  In addition, this position will be provided with a car allowance and other competitive benefits. 

Duties and Responsibilities

Essential Functions:

• Develops sales leads and customer contacts.  


• Assists Marketing team in implementing marketing plan.


• Analyzes and evaluates customer and application to pre-qualify sales lead.


• Conducts site survey to assist in system design and cost estimation.


• Prepares system cost estimate, savings analysis and sales proposal.


• Presents sales proposal and conducts system demonstrations.


• Conducts necessary sales follow up to secure purchase order.


• Communicates to corporate engineering and installation personnel customer system requirements.


• Coordinates between customer and corporate personnel specific job information.


• Conducts sales and informational calls to architectural and engineering community.


• Follows up system sales for customer satisfaction and potential system expansion or service work.


• Meets or exceeds annual booking and grossing goals.


• Actively updates sales progress in current CRM. 

Job Qualifications

Skills/Educational Requirements:

• College degree in Mechanical or Electrical Engineering or equivalent experience.


• Minimum of three years sales experience in HVAC industry.


• Strong organization and prioritizing skills.


• Excellent communication, both written and verbal, and presentation skills. 

• Must have valid driver’s license.


• Ability and willingness to travel regionally on business.


• Demonstrated integrity and ethical standards.


• Technical expertise and knowledge of company products and services.


• Problem solving and analytical ability.


• Can-Do attitude.


• Accuracy and attention to detail.


• Professional demeanor.


• Able to handle difficult situations with diplomacy and tact.


• Manage time effectively and adapt quickly to changing priorities.


• Able to multi-task.


• Able to perform with limited supervision – be a self-starter.


• Team player who works productively with wide range of people.


• Capable of following written instructions and documented procedures.


• Demonstrated understanding and application of effective business building and selling strategies and techniques.


• Knowledge of company and industry practices and trends.

 Physical Requirements:

• Working a minimum of 40 hours/week.


• Sitting 6 to 8 hours/day.


• Lifting weights of 0 to 30 lbs. from floor to above shoulders.


• Repetitive use of hands for writing, typing, data entry, and filing.


• Vision adequate for computer use and reading.


• Hearing adequate for phone use.


• Standing, climbing, kneeling, reaching, bending, twisting, and walking as needed to perform site surveys to collect data for project design.


• Balance adequate for climbing ladders, scaffolds, and lifts.


• Environmental factors include working in:  temperature extremes of 0 F to 100 F up to 8 hours inside or outside; atmospheric exposure to dust, gases, fumes, odors; and poor ventilation in confined spaces.


• Special hazards include exposure to mechanical, electrical, chemical, and explosive hazards.


• Personal protective equipment includes use of hard hat, safety glasses, steel-toed shoes, gloves and hearing protection.

Here at The Tri-M Group, LLC we offer:

• Fair and competitive pay


• Comprehensive Medical, Prescription, Vision and Dental Insurance


• HRA Spending Account


• Employer-paid Life and AD&D Insurance


• Seven Paid Holidays


• Vacation/Sick Leave


• 401k Retirement Program with Company Match


• Employee Assistance Program


• And much more!

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

Notice to third parties: Please note that The Tri-M Group does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, The Tri-M Group, LLC will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, The Tri-M Group, LLC explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of The Tri-M Group, LLC.