Client Consultant

Oklahoma Chiller
Tulsa, OK
Category Consulting
Job Description
Join our team as a Client Consultant and have the opportunity to make a difference in the lives of others. We are a locally owned business that values TRUST, LOYALTY, COURAGE, HUMILITY, and EXCELLENCE.

Requirements

  • Identify potential clients and opportunities
  • Develop and implement effective account plans
  • Build and maintain strong relationships with existing and potential clients
  • Consult with clients to understand their needs and requirements
  • Help estimate costs for HVAC repairs, maintenance, and installation projects
  • Coordinate technical support and guidance to clients during the sales process
  • Partner with engineering and operations teams to ensure alignment with client needs
  • Collaborate with the team to create compelling, accurate, and detailed proposals and present them to clients
  • Review and finalize proposals and contracts, ensuring alignment on all aspects
  • Document activities and convey information to the rest of the team
  • Maintain appropriate contact with customers at all levels, especially decision makers
  • Manage the client experience by effectively communicating with other team members
  • Stay informed about industry advancements and best practices

Benefits

  • Comprehensive Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short-term Disability Insurance
  • Long-term Disability Insurance
  • Profit Sharing Bonus
  • 401(k) Match
  • Paid Time Off
  • 8 Paid Holidays
  • Company Vehicle
  • Company Phone
  • Company Laptop
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