Sales Account Specialist

Sales and Customer Account ManagerLocation: Santa Ana, CA | On-site + Field VisitsOur client is seeking a Sales and Customer Account Manager to join their commercial projects team in Santa Ana, CA. This full-time, customer-facing role is ideal for someone who enjoys building client relationships, managing multiple projects, and driving business growth within the construction, architectural, or fabrication industry. Do you enjoy managing client relationships from initial inquiry through project handoff? Are you confident conducting jobsite visits, field measurements, and preparing accurate project proposals? Do you thrive in a fast-paced environment where communication, organization, and follow-through are key? If yes, this may be the perfect Customer Success Manager position for you. Keep scrolling to see what this company has to offer.The Perks!Compensation: $80,000–$90,000, based on experienceAnnual BonusMedical and Dental insurance401kPaid Time Off A Day in the Life of the Sales and Customer Account ManagerIn this role, you’ll serve as the primary point of contact for commercial clients while managing projects throughout the sales lifecycle, from initial inquiry and proposal development through signed contract and project handoff. Our client is looking for someone who can balance relationship management, jobsite coordination, proposal preparation, and communication with vendors, contractors, and internal teams. Your ability to stay organized and proactive will play a key role in delivering a positive customer experience and supporting company growth.Responsibilities include: Manage the sales process from initial inquiry through contract execution and handoff to project management Develop accurate proposals and budgets by reviewing drawings, specifications, and material take-offs for commercial projects Conduct client meetings and onsite visits to gather field measurements, photos, and project requirements Serve as the primary point of contact for clients, providing guidance on products, pricing, timelines, and installation considerations Coordinate with vendors, general contractors, and internal teams to manage RFIs, pricing, lead times, and technical details Maintain and manage the sales pipeline through CRM tracking, reporting, forecasting, and consistent follow-up Manage multiple active pre-sale projects while maintaining strong communication and organization Requirements and Qualifications:3+ years of sales or account management experience)Experience within construction, architectural, manufacturing, or fabrication environments strongly preferredStrong ability to read and interpret architectural drawingsProven experience managing the sales cycle from start to finishStrong client-facing communication and relationship-building skillsHighly organized, detail-oriented, and self-motivatedExcellent time management and follow-up abilitiesAbility to conduct site measurements and manage multiple active projects simultaneouslyExperience using CRM software such as Salesforce or similar platformsAbout the Hiring Company:Our client is a commercial project-focused company known for delivering quality workmanship and responsive customer service. Their team works closely with clients, contractors, and vendors to ensure projects are completed accurately and efficiently from concept through completion. They are seeking a driven and organized professional who enjoys building relationships and contributing to long-term client success.Come Join Our Sales & Customer Success Team!Start by filling out this 3-minute, mobile-friendly application here. We look forward to hearing from you!