Danae Rodriguez
Account Manager- Bay Area Mechanical LLC
- Role
- Account Manager at Bay Area Mechanical Service
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Danae Rodriguez
I’m an operations professional with a unique background that bridges social services…
Experience
Account Manager
Sep 2019 — Present · San Jose, CA, US
Utilizes Account management process to identify key customers and to develop specific action plans to grow identified accounts.• Identifies potential opportunities with existing and new customers.• Collects project data and compares to the office capabilities.• Develops relationships with multiple buying influences in the customer\'s organization, including executive level customers, facility managers, project managers, project engineers, construction and purchasing.• Determines project needs, constraints, & responsibility to meet all of the customer s HVAC system design and installation requirements.• Develops project fulfillment schedule with project team.• Works with estimating and operations team to select, prices, and integrates equipment, controls, and services for each project as needed.• Prepares, finalizes, and reviews preliminary proposal to make sure it complies with contract documents.• Validates the preliminary offering with customer.• Determines proposal price and selling strategy.• Prepares and reviews contract terms and conditions • Presents the proposal and negotiates price, terms, and conditions with customer.• Prepares transition documents and communicates project readiness for assignment to operations team.• Develops and executes an account specific business plan to identify the long-term, mutual support requirements required to facilitate a strong, profitable and successful partnership.• Supports customers with warranty or job issues in conjunction with operations team• Provides total account business activity reports and annual forecasts
Education
California State University-Sacramento
Bachelor of Science (B.S.)
2010 — 2012
San Jose City College
Associate of Science (A.S.)
2008 — 2010
Brigham Young University
Independent Study
2008
Skills
- Customer Service
- Account Reconciliation
- Executive Support
- Event Planning
- Sports Coaching
- Youth Mentoring
- Emergency Management
- Heavy Calendaring
- Microsoft Office
- Onboarding
- Emt
- Executive Travel
- Management
- Team Building
- Vendor Relations
- Public Speaking
- Expense Reports
- Social Media
- Leadership
- Social Networking
- Time Management
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