Salesforce Jobs in Concord, NC

The HVAC Segment Sales Enablement Manager will drive consistent, effective sales execution across the HVAC segment by leading enablement initiatives, advancing Salesforce platform adoption, and coordinating large project opportunities across Business Units (BUs). This role is critical to our organic growth by improving pipeline visibility, execution discipline, and conversion of complex HVAC projects.

Working closely with Segment leadership, Sales leaders, BU commercial teams, Marketing, and IT, this role serves as the central coordinator for sales onboarding, process adoption, governance, and execution consistency across the HVAC segment. The Sales Enablement Manager ensures Salesforce is leveraged as the system of record to support opportunity management, forecast accuracy, and cross-BU collaboration. The role also reinforces a standardized lead-to-close process to drive visibility, accountability, and conversion throughout the sales cycle.

Reporting to the HVAC VP, Strategy, this highly collaborative role blends process, systems, and commercial rigor with strong business partnership. Success in this role includes achieving >85% active Salesforce usage, improving data quality, reducing pipeline past due, and increasing forecast reliability. Most importantly, sales teams feel supported—not burdened—by tools and processes, with clear visibility into large projects and strong confidence in pipeline health and commercial execution.

Key Responsibilities

• Lead Salesforce rollout, adoption, and ongoing enablement across the HVAC segment
• Drive HVAC Segment revenue growth through disciplined opportunity management
• Act as HVAC’s central governance body for Salesforce enhancements, data standards, training, and best practices; Own HVAC Segment Salesforce governance and enhancement prioritization
• Partner with IT, Sales Operations, and BUs to translate business needs into scalable CRM functionality (including enhancements beyond standard configuration)
• Own training, documentation, and change management to drive adoption, data quality, and consistent usage
• Ensure Salesforce supports a standardized lead-to-close process, including opportunity progression, forecasting, and large project tracking
• Coordinate large, complex HVAC project opportunities across BUs to improve visibility, collaboration, and execution; Establish consistent execution process for large project and pipeline reviews
• Develop and maintain dashboards, KPIs, and reporting to support pipeline health, forecast accuracy, and conversion
• Use data and insights to identify gaps, drive accountability, and inform continuous improvement

Qualifications

• Bachelor’s degree in Business, Marketing, Engineering, Information Systems, or related field
• 5+ years of experience in sales enablement, sales operations, commercial excellence, CRM leadership, or related roles
• 2+ years of hands-on Salesforce (or other CRM) experience, including deployment, adoption, training, and ongoing optimization
• Experience supporting complex, project-based, or engineered-to-order sales environments (HVAC, industrial, capital equipment, or similar preferred)
• Strong understanding of lead-to-close sales processes, opportunity management, forecasting, and pipeline discipline
• Experience partnering with IT, Marketing, Sales, and other functions to define requirements, prioritize enhancements, and deliver scalable CRM solutions (including functionality beyond standard out-of-the-box)
• Demonstrated ability to lead change management, training, and adoption initiatives for field sales teams

Core Competencies

• Execution Discipline: Brings structure, rigor, and follow-through to sales processes
• Systems & Process Thinking: Translates business needs into scalable CRM and enablement solutions
• Collaboration & Influence: Drives alignment without direct authority
• Data & Analytics Orientation: Uses metrics to guide decisions and accountability
• Change Management: Enables adoption of new tools and ways of working
• Communication: Clear, confident communicator with field teams and leadership

Travel & Location

• Travel: ~25–35% to support BU teams, training, and key initiatives
• Location: Flexible / Hybrid, aligned with SPX HVAC leadership locations (Overland Park, KS; Chicago, IL; Charlotte, NC; St Louis, MO)

How we live our culture

Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX.

What benefits do we offer?

We know that the well-being of our employees is integral. Our benefits include:

• Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
• Competitive health insurance plans and 401(k) match, with benefits starting day one
• Competitive and performance-based compensation packages and bonus plans
• Educational assistance, leadership development programs, and recognition programs

Our commitment to embrace diversity to build a culture of inclusion at SPX

We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.

SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.

Title: Event Coordinator

Location: Charlotte, NC (Hybrid – 3 days onsite, 2 days remote)

Job Overview

We are seeking a Event Coordinator to support training programs and customer education initiatives. In this role, you will help plan, coordinate, and promote customer training sessions, webinars, and educational events that increase product awareness and customer engagement.

You will work closely with marketing, sales, engineering, and product teams to organize training programs for customers across the In-Building, Data Center, and Carrier markets.

Key Responsibilities

Training Program Coordination

• Support the planning and execution of customer training programs and education initiatives.
• Coordinate live and virtual training events, including scheduling, logistics, and event setup.
• Work with subject matter experts to develop training materials and presentations.

Event Management

• Organize and manage training sessions, seminars, and webinars.
• Coordinate with distribution teams and sales engineers to manage event logistics nationwide.
• Use event management tools to manage registrations and event reporting.

Marketing & Promotion

• Promote training events using social media, email campaigns, and marketing automation tools.
• Support marketing campaigns to increase participation in education programs.

Collaboration

• Work with cross-functional teams including:
• Channel Marketing
• Regional Marketing
• Sales Engineers
• Product Managers
• Engineering Services
• Help identify new training opportunities and customer education needs.

Data & Reporting

• Maintain customer training records and certification data.
• Track program participation and generate reports on training outcomes.

Customer Support

• Provide basic support for program members and training participants.
• Maintain program databases and help improve training processes.

Required Qualifications

Education

• Bachelor’s degree in Marketing, Communications, or a related field

Experience

• 2+ years of experience in:
• Marketing
• Communications
• Event planning
• Training coordination or similar roles

Skills

• Strong organizational and planning skills
• Excellent communication and interpersonal skills
• Attention to detail
• Problem-solving ability
• Data analysis and reporting skills
• Ability to work with cross-functional teams

Technical Skills

Experience with tools such as:

• Microsoft Office (PowerPoint, Excel, Word)
• SharePoint
• Salesforce
• Marketing automation tools (Marketo)
• Webinar platforms (WebEx, AdobeConnect)
• Event management software (Cvent)
• Social media platforms (LinkedIn)

Position: Spanish Life & Health Insurance Rep

Duration: 8 Months Contract + High Potential to Extend

Location: 100 W. Trade St, Charlotte, NC 28202

Job Description:

Role Summary:

No guaranteed hours - this position is on an as-needed basis.

This position requires driving responsibilities.

Candidates must have their own form of reliable transportation.

• The role of the Benefit Educator is essential to our business's success.
• As the representative of ******, your primary responsibility is to conduct exceptional Open enrollment and customer events that set ****** apart from our competitors.
• In this customer-facing position, you will educate customers about ****** products, services, and programs through various methods, including formal presentations, benefit fairs, and health fairs.
• Your goal is to create a highly satisfying and positive customer experience, demonstrating knowledge, competence, and professionalism.
• This is an “as‑needed,” variable‑hour role; hours are not guaranteed and will fluctuate based on event demand (including occasional last-minute requests).

Key Responsibilities:

• Lead and deliver virtual, onsite, or prerecorded presentations in group settings as assigned to existing and prospective ***** customers
• Represent **** at customer events, ensuring a professional and positive image while effectively communicating ***** products, programs, and solutions
• Maintain current knowledge in all ****** products, programs, solutions, and initiatives
• Follow established guidelines and procedures of customer events as assigned
• Refer customer service inquiries, administrative functions, implementation, billing questions, and other customer, client, and producer matters to appropriate internal partners
• Coordinate, track, and update event meetings, including attendance, and top insights via data entry system ( ) by assigned deadlines

Qualifications:

• High School Diploma or GED required.
• Current and an active Health & Life License
• Bilingual capabilities required
• Must be available during peak season (August-December)
• Have experience explaining and presenting employer-sponsored benefits and health insurance
• Excellent communication and presentation skills
• Proficiency in Microsoft Programs (PowerPoint, Word), CRM system ( ), and virtual learning platforms (WebEx, MS Teams, & Allego)
• Ability to travel to local/remote trainings/meetings as assigned- 75-100%
• This role must be located within the assigned territory/market to be able to drive or fly to client locations, local offices in and outside of the regional territory
• Ability to utilize and maintain a personal, company approved device (smartphone, tablet, etc. with a compatible operating system), keep required software and system access up to date and adapt to evolving technology tools and systems.

We are looking for a Commercial Excellence Specialist to support our global commercial team. This role combines business support with data analytics, helping us improve processes, track KPIs, and deliver insights through dashboards and reports.

Key Responsibilities:

Commercial & Business Support

• Prepare sales performance reports and KPI summaries that help leadership make informed decisions.
• Maintain data accuracy by regularly updating records and validating key information across systems.
• Coordinate with sales teams to capture activities, ensure process compliance, and improve overall data quality.
• Support training and development programs by creating training materials, tracking participation, and monitoring completion rates.
• Provide administrative support for commercial initiatives, including updating dashboards, organizing documents, and assisting with project deliverables.

Data & Analytics

• Build and update KPI dashboards to provide clear visibility into business performance.
• Configure and maintain sales reports aligned with commercial processes and business needs.
• Collect, clean, and analyze data to support routine reporting and identify basic trends.
• Automate simple data workflows to improve efficiency and ensure timely, consistent reporting.

Commercial Excellence Projects

• Support the execution of Commercial Excellence initiatives by coordinating meetings, tracking action items, and maintaining project documentation.
• Maintain project dashboards and progress trackers to ensure leadership has up‑to‑date visibility on timelines and deliverables.
• Help collect and organize inputs from sales, marketing, and customer service teams to support project milestones and decision‑making.
• Prepare basic analyses and summaries that support Commercial Excellence workstreams (e.g., Sales Process, Segmentation, Enablement, Pricing).
• Assist in process improvement activities, such as mapping workflows, identifying gaps, and preparing materials for workshops.
• Contribute to change management efforts by helping draft communications, training materials, and instructions for end users.

Requirements:

• At least 2 years of experience in Commercial Excellence (sales or business processes)
• Previous experience with Power BI (data modeling and visualization)
• Robust familiarity with Salesforce reporting and dashboards
• Strong Excel skills, including pivot tables and formulas
• Bachelor’s degree in Business, Data Analytics, Information Systems, or related field
• Knowledge of SQL helpful
• History of understanding data analysis and interpreting trends
• Knowledge of data integration concepts, data visualization or analytics helpful
• Detail oriented with strong communication and problem-solving skills

ABOUT SAVILLS

Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.

Find your place to thrive.

No matter the role you’re in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:

Be extraordinary, together.

ABOUT THE ROLE

The Operations Manager is responsible for the day-to-day operation of two offices in North Carolina (Charlotte and Raleigh) of an international commercial real estate advisory firm. This is an excellent opportunity for candidates with experience in administrative management and the ability to multi-task, meet deadlines, and to assume a highly visible role in a best-in-class organization.

KEY DUTIES AND RESPONSIBILTIES

Specific responsibilities include, but are not limited to, the following areas:

Human Resources Management

• Oversee workflow for optimum service from administrative staff.
• Follow all required human resource policies and procedures and update personnel when changes or conditions warrant.
• Recruit and interview administrative staff positions. Onboard/Offboard new hires and terminations including preparation and review of new hire and termination documentation.
• Assist with all employee benefit enrollment processes.
• Train and supervise administrative staff.
• Conduct performance/salary reviews and disciplinary reviews.
• Track employee time reporting and paid time off schedules, review and reconcile biweekly payroll.

Accounting Management

• Manage and oversee all day-to-day aspects of the accounting process such as accounts payable, accounts receivables and collections, broker statement reconciliation review, direct transaction expense (POT) account maintenance and statement reconciliation, and review/approve expense reports.
• Responsible for reviewing commission billings, managing approval process, and monitoring billing status.
• Assist Region Lead with quarterly revenue projections.
• Preparation of annual budgets for region including monthly review and quarterly maintenance.
• Produce regularly scheduled and ad-hoc reports for the accounting department.

Local Facilities Management

• Interface with landlord/building management regarding office lease, rental payments, security measures, and parking facilities. Liaison between building management and employees.
• Oversee and ensure the upkeep and maintenance of the office space.
• Purchase and order approved equipment, furniture and fixtures.
• Review and approve office supply orders.
• Manage and review vendor contracts for goods and services.
• Manage regional office moves, expansions, and/or space coordination.

Additional Responsibilities

• Liaison with Savills corporate departments regarding finance, human resources, legal (including broker licensing and compliance with respective State licensing laws), technology, research, marketing, events, advertising and public relations.
• Manage multiple offices remotely (travel to the Raleigh office once a month).
• Work on local, regional, and national special projects as required.
• Coordinate special events as needed.

QUALIFICATIONS

• Qualified applicants will possess the following attributes, skills, experience and education:
• Strong and comprehensive command of financial and accounting reporting practices.
• Promote compliance with company policies and employment laws.
• Effective manager experienced in hiring, training, coaching, motivating, and developing staff.
• Ability to influence, motivate, resolve conflict and creatively problem solve at all levels.
• Detail-oriented with ability to multi-task and accurately meet deadlines in a demanding and dynamic environment.
• High degree of proficiency in MS Office (Word, Excel, PowerPoint), Salesforce, and accounting systems. Familiarity with Adobe Creative Cloud a plus.
• Willingness to “do what it takes to get the job done” including assuming general office administrative responsibilities as needs require.
• Excellent written and verbal communication skills.
• Consistently demonstrate a high level of performance and professionalism.
• Work well individually and in a collaborative environment.

PREFERRED EDUCATION AND EXPERIENCE

• Minimum 7-10 years of experience in administrative management; experience in commercial real estate a plus.
• Bachelor’s degree and/or equivalent combination of education and experience preferred.

Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic.

Savills participates in the E-Verify program.

Our Client is growing their Commercial Sales team and hiring a Senior Account Executive, Charlotte, NC. The Territory Account Managers are essential to the success of our client and by utilizing their expertise and experience, will ensure customer success, account retention as well as account growth, and positively impact patient outcomes.

The Account Executive brings medical device account management experience demonstrating technical, clinical, business and economic acumen. The skills, knowledge and experience will be applied to the products and market positioning of the device, data collection, our solutions and emerging technologies.

The AE will consistently, clearly, and passionately articulate the clinical and economic value proposition of the product portfolio to current customers and new accounts through the TAMs guidance from the implementation stage through to account stability by performing responsibilities including:

Drive Revenue Growth

• Meet or exceed monthly, quarterly and annual quotas that include metrics for revenue, account retention and growth, customer acquisition and base account success and expansion opportunities
• Execute a top-down/bottom-up sales strategy aligned to the organizational goals and Commercial department expectations that engages with corporate IDNs, customers and other identified key stakeholders to secure pilots, evaluations and adoption in (flagship) hospitals and system-wide standardization contracts
• Implement and continuously evaluate the TAM regional strategic business plan that expands the customer base, account acquisition, growth and success
• Manage existing accounts and new account evaluations developing account and customer success criteria to ensure customer acquisition and retention bringing the account under management
• Partner with the Business Director (BD) team to facilitate to the new account evaluation sales stage, implementation and compliance programs to achieve sustained success and ensure customer acquisition and retention
• Develop, manage, resource and coordinate an individual customer evaluation plan to ensure each new account has defined success criteria, implementation services, a fully executed contract and is completed through Closed Won of the sales cycle
• Build, manage and successfully maintain business and clinical champions, partnerships and relationships for customer retention, satisfaction and account success
• Manage accounts within the territory and ensure existing customers have consistent product utilization, maintain high compliance rates, have dashboard metrics & data analytics, as well as their QBRs (Quarterly Business Reviews) delivered
• Identify when desired account metrics are not being met and intervene timely to provide appropriate resources for account retention and customer success
• Working with the EVP, VP/AVPs, BDs, and any MMT partnerships (such as BD) to target and support strategic relationships within territory including: Centers of Excellence, strategic accounts, IDNs, GPOs and other business development opportunities
• Responsible for successful transition of customers, stakeholders and relationships to the Territory Account Management Team’s appropriate Manager

Channel Management

• Work closely on a day-to-day basis with channel partner field sales representatives
• Foster and develop new account opportunities with channel partner representatives
• Cultivate, develop and provide support to make channel partner representatives successful
• Proactively partner to transition and manage all required activities, especially qualified stakeholder meetings, to successfully and expeditiously drive opportunities from Qualified to Close Won together with the BD team
• Effectively communicate and celebrate channel partners successes
• Identify and implement opportunities for improvement of sales process, evaluation plans, tools and tactics

Training & Value Proposition Content Mastery

• Manage, develop and plan the evaluation, communicate and coordinate logistics and training schedule with any cross functional resources, internal and external team members and key customer stakeholders as appropriate
• Expertly conduct multi-departmental key stakeholder meetings appropriate to the sales cycle stage timely and efficiently for all those involved
• Demonstrate strong retention and mastery of value proposition content consistently in all aspects of the role with customers, partners, team members (TAMs and BDs), AVPs, as well as members of the company’s Leadership Team
• Collaborate with Leadership Team as well as peers in identifying and recommending business initiatives that will help drive the long-term growth and success
• Ensure adherence to sales operations and related processes within the territory including CRM management ( ), sales activity and account documentation, data collection and analysis, metric tracking and compliance, expense management, reporting and all relevant business administrative needs
• Attend and participate in local and national conferences, networking events and the like to benefit positioning in the market space

What you bring:

• Degree in Business Administration/Marketing strongly preferred
• 2+ years successful field account management, sales or clinical focused sales experience within the healthcare industry, more specifically in medical device Additional experience with clinical training, data and stakeholders, specifically in Medical Departments (ex: ED/Emergency Department), Laboratory, Antimicrobial Stewardship, Infection Prevention, Clinical Value Analysis, Supply Chain, etc. is highly desirable
• Advanced presentation, speaking and written communication skills with the ability to present clinical and financial data
• Demonstrated experience Consistently at/above revenue/account quota or targets
• Consistently meeting and exceeding account retention and satisfaction metrics
• Successfully negotiating within the sales and pricing strategy for the renewal, growth or extension of contracts, products and services
• Demonstrated work ethic with a high sense of urgency, accountability and demonstrated ability to deliver results
• Alignment with the mission and values of the company
• Ability to travel extensively to cover territory; up to 75% of time

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.

Principal Duties and Responsibilities

• The primary responsibility of an Account Executive is to build a book of business through:
• Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.

Licensing, Training, and Position Requirements:

• Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
• This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
• Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
• Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.

Benefits Summary

• Comprehensive health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave

Experience and Education

• Bachelor’s degree, 3.0 GPA preferred.
• Passing the state licensing exam, once hired
• Legally authorized to work the United States

Preferred Skills, Abilities, Soft Skill Factors

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, proactive, and ready to take initiative
• Strong time management
• Strong attention to detail and organization
• Results-driven and committed to continuous improvement
• High integrity and honest communication

Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

To learn more about our job opportunities, apply here. We look forward to speaking with you!

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.

Principal Duties and Responsibilities

• The primary responsibility of an Account Executive is to build a book of business through:
• Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.

Licensing, Training, and Position Requirements:

• Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
• This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
• Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
• Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.

Benefits Summary

• Comprehensive health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave

Experience and Education

• Bachelor’s degree, 3.0 GPA preferred.
• Passing the state licensing exam, once hired
• Legally authorized to work the United States

Preferred Skills, Abilities, Soft Skill Factors

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, proactive, and ready to take initiative
• Strong time management
• Strong attention to detail and organization
• Results-driven and committed to continuous improvement
• High integrity and honest communication

Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

To learn more about our job opportunities, apply here. We look forward to speaking with you!

Job Title: National Account Manager Department: Sales Reports To: Group or Regional Sales Manager FLSA Status: Exempt

Salary Rage:

Compensation Structure: Salary, commissions, and sales awards per the NAVCO Sales Compensation Plan

Who We Are:

Founded in 1971 in Chelmsford, MA and now headquartered in Southern California, NAVCO has been committed to innovation and world-class service from day one. Built on our core values of Quality, Teamwork, Respect, Honesty, Integrity, and Responsibility, NAVCO has grown into one of the largest security integrators in the country. As an employee-owned company, our security experts are personally invested in creating safer and more financially secure environments for our customers, colleagues, and communities

Position Summary:

The National Account Manager is responsible for the profitable promotion and sale of NAVCO’s security products and services within an assigned region or market. This role requires strategic planning, relationship management, and execution of sales initiatives to drive new bookings, gross profit, and long-term customer partnerships. The National Account Manager serves as a trusted advisor to key accounts and plays a critical role in expanding NAVCO’s presence with national and enterprise-level customers.

Essential Duties and Responsibilities:

· Drive personal sales efforts with key accounts within the assigned geographic region, planning and conducting frequent customer meetings to establish NAVCO as the primary electronic security systems provider.

· Identify and develop new business opportunities through prospecting efforts in defined territories or vertical markets, including networking, trade association involvement, referrals, and cold calling.

· Track prospecting and sales activity using NAVCO’s activity management and CRM systems to ensure accurate reporting and pipeline management.

· Gather all required customer specifications and information necessary to prepare accurate and complete security proposals, clearly outlining inclusions, exclusions, and scope details.

· Prepare, present, and negotiate security-related proposals, ensuring alignment with customer needs and NAVCO standards.

· Achieve or exceed mutually agreed-upon monthly and annual sales goals as established with management.

· Maintain strong, consultative relationships with key accounts, positioning NAVCO as a trusted advisor and long-term partner.

· Collaborate with internal teams to support customer projects, ensure smooth execution, and drive customer satisfaction.

· Perform additional duties as assigned to support overall sales and business objectives.

*Other duties may be assigned as needed to support business operations. The responsibilities listed are intended to describe the general nature of the role and are not all-inclusive.

Qualifications:

· Proven ability to manage complex sales cycles and close large, high-value deals

· Strong organizational, planning, and time-management skills

· Excellent written, verbal, and presentation communication skills

· Ability to build and maintain long-term customer relationships

· Comfortable working independently while collaborating cross-functionally

· High level of professionalism, integrity, and accountability

· Minimum of five (5) years of sales experience with a demonstrated track record of closing significant deals, including engagement with C-suite and executive-level decision makers

· Experience in security systems, technology solutions, or related industries preferred

· Ability to travel frequently by car and airplane

· Ability to walk stairs, transport equipment and materials, set up trade show displays, and deliver in-person presentations

· Must maintain a valid driver’s license with a good driving record Computers, tablets, and mobile devices

· Salesforce CRM

· Microsoft Office (Word, Excel, PowerPoint, Outlook)

· GoToMeeting and partner-specific systems and tools

Measurements of Success:

· Ability to open new accounts and convert prospects into customers

· Success in helping customers advance key projects and initiatives

· Monthly and annual individual sales volume

· Gross margin performance on closed sales

· Strength and quality of relationships with key accounts

· Achievement of monthly KPIs and 30-day goals

· Consistent demonstration of NAVCO’s core values: teamwork, integrity, responsibility, respect, honesty, and quality

Company Benefits & Perks:

· 401 K Retirement Plan

· HSA/PPO health plans, dental, vision, and supplemental life insurance

· Annual Profit-Sharing Bonus

· Paid Sick & Mental Health Leave: 5 days (annually)

· Vacation Days based on years of service

· 1 year to end of 4 years: 8 days

· 5+ years: 13 days

· Recognition and Rewards program- WorkTango

· Social Responsibility Day (1 paid workday annually to volunteer in your community)

· 10 paid holidays

· Personal Floating Holiday (8 hours annually)

· Magellan Employee Assistance Program

AAP / EEO Statement

NAVCO provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, veteran status, or any other protected characteristic. NAVCO complies with all applicable federal, state, and local nondiscrimination laws. Harassment or discrimination of any kind is strictly prohibited.

Updated: 01/20/2026