Automation Account Manager

Automation Account Manager

Location: Phoenix, AZ

Position Type: Direct Hire

Compensation: BOEÂ

Work Authorization: US Citizen or Green Card Holder Only

Overview

Our client seeking an  Automaton Account Manager  to drive business growth in commercial and industrial automation. This role is responsible for  prospecting new accounts , managing existing client relationships, delivering technical and financial solutions, and ensuring customer satisfaction through comprehensive  account management . The ideal candidate combines  sales strategy, technical expertise, financial acumen, and CRM proficiency  to maximize revenue while maintaining operational excellence.

Key Responsibilities

Business Development & Prospecting

• Develop and execute  prospecting strategies  to identify and cultivate new clients and project opportunities.
• Engage decision-makers across multiple levels, including  C-suite, Senior Managers, Asset Managers, Procurement, Facility Personnel , and others, leveraging phone, site visits, conferences, social media, and existing networks.
• Represent the company at industry events, trade shows, and client presentations to generate leads and strengthen brand presence.

Account Management & Client Relations

• Maintain and grow  existing client relationships  through proactive engagement, regular account reviews, presentations, and events.
• Develop and deliver  technical and financial proposals , including solutions design, pricing, and ROI analysis using standard company templates and models.
• Utilize all available resources to expand service offerings and  maximize client satisfaction, sales growth, and profitability .
• Ensure all client interactions reflect professional collaboration, responsiveness, and adherence to company standards.

Sales Planning & Performance

• Achieve and exceed annual sales targets for  automation projects, maintenance services, and mechanical solutions .
• Maintain an accurate  sales pipeline  in the CRM tool, participate in weekly and monthly forecasting activities, and report on sales metrics.
• Collaborate with the Director of Sales and team members to review programs, optimize sales processes, and implement improvements.
• Demonstrate commitment to professional growth through  sales training, product knowledge development, and industry education .

Technical & Financial Expertise

• Apply  technical knowledge in commercial/industrial automation , including experience with Distech Controls, Johnson Controls, Delta Controls, or similar systems.
• Leverage expertise in  IT infrastructure, network topology, RAID storage, IoT, and cybersecurity  to design client solutions.
• Perform  financial modeling, cost analysis, and ROI evaluation  for proposals, ensuring solutions meet client objectives and company profitability standards.
• Prepare and deliver  accurate, client-ready proposals  that combine technical insight with financial justification.

Systems & Tools

• Proficient in  CRM tools  to manage pipeline, track opportunities, and generate actionable reports.
• Strong skills in  Microsoft Office , particularly  Excel for data analysis, financial modeling, and reporting .

Qualifications

• Bachelor’s degree in  business, engineering, or technical discipline  preferred.
• 3+ years of  technical commercial/industrial automation experience .
• 2+ years of  sales experience in commercial/industrial automation  desired.
• Proven ability to design, sell, and implement  automation, energy management, or mechanical solutions .
• Strong  customer presentation, negotiation, and sales strategy  skills.
• Solid  financial and analytical skills  for sales proposals and ROI analysis.
• Self-starter with ability to make independent decisions and prioritize multiple opportunities.
• Exceptional interpersonal skills with a  customer-focused, collaborative approach .

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