Engineering Account Executive

Summary

GreenWorks Inspections & Engineering is seeking an Engineering Account Executive responsible for driving revenue growth and delivering exceptional client experiences. This role involves managing projects from initial sale through completion while ensuring all company standards and performance expectations are met.

Responsibilities

• 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
• 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

Skills

• 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
• Provide top-tier customer service across all communication channels
• 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

Qualifications

Must Haves

• 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
• Provide top-tier customer service across all communication channels
• 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