Equipment Account Executive

This is a fully remote position, open to applicants in Texas.

📋 Description

• Create and implement a territory sales strategy that aligns with bookings, revenue, margin, market share, and strategic account goals for new equipment.

• Identify, evaluate, and pursue new equipment prospects with end users, consulting engineers, contractors, EPC firms, developers, and channel partners.

• Conduct site visits and discovery meetings to grasp operational, capacity, reliability, emissions, energy, timing, funding, and decision-making requirements.

• Position Cleaver-Brooks' new equipment and integrated boiler room solutions across CBSS’s seven Sales and Service Divisions.

• Create budgetary proposals, technical-commercial presentations, and final quotes in collaboration with estimating, applications engineering, product management, and manufacturing.

• Maintain a precise Salesforce pipeline and negotiate commercial terms to secure profitable orders.

• Direct commercial coordination across engineering, procurement, construction, commissioning, startup, and turnover phases.

• Oversee design criteria, equipment selection, scope boundaries, utilities, controls integration, emissions compliance, and deliverables.

• Review bid documents to identify scope gaps, technical risks, exclusions, alternatives, and value-engineering possibilities.

• Manage procurement, vendor quotes, submittals, lead times, purchase orders, and long-lead components.

• Assist with equipment delivery, installation planning, construction coordination, change management, and issue resolution.

• Coordinate startup, commissioning, performance verification, operator training, documentation, and customer acceptance processes.

• Facilitate order transitions to project management, operations, finance, service, and execution teams.

• Track project progress as the customer's commercial point of contact throughout delivery, installation, startup, and final acceptance stages.

• Oversee contract reviews, credit requirements, bonding or insurance needs, payment milestones, change orders, and collection support.

• Link installations to lifecycle service opportunities, including maintenance, parts, controls support, water treatment, and remote monitoring.

• Provide forecasts, account updates, competitive insights, and market feedback to leadership.

• Represent CBSS and Cleaver-Brooks at customer meetings, industry events, trade associations, and training sessions.

⛳️ Requirements

• Bachelor’s degree in engineering, business, construction management, or a related field; equivalent relevant experience may be accepted.

• 5+ years of proven technical sales, capital equipment, boiler systems, industrial construction, or EPC-related experience preferred.

• Proven ability to develop and close complex, long-cycle opportunities involving multiple technical and commercial stakeholders.

• Familiarity with boiler room systems, combustion, controls, emissions, water treatment, heat transfer, and associated mechanical systems preferred.

• Ability to interpret engineering drawings, specifications, bid packages, process requirements, and commercial contract terms.

• Experience coordinating engineering, procurement, construction, startup, or commissioning activities for industrial or commercial projects.

• Strong financial and commercial acumen, including pricing, margin management, forecasting, negotiation, risk assessment, and change-order management.

• Proficient in Salesforce or a comparable CRM and Microsoft Office applications; experience with ERP and quoting systems is preferred.

• Exceptional written, verbal, presentation, and relationship-management abilities, enabling coordination across customers, contractors, engineers, operations, and manufacturing teams.

• Strong organizational skills, attention to detail, personal accountability, and the capacity to manage multiple opportunities and projects concurrently.

• Willingness to travel within the assigned territory and to customer, job site, manufacturing, and commissioning locations as business needs dictate.

🏝️ Benefits

• Competitive salary.

• Comprehensive benefits package, including medical, dental, vision, maternity support program, discounted virtual physician consultations, voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury), FSA, HSA, life insurance, short-term and long-term disability.

• Cash matching 401(k) plan.

• Employee assistance program (EAP).

• Pet insurance.

• Employee discount program.

• Tuition assistance.

• Paid time off and 11 paid holidays.