Account Executive/Project Manager; Commercial Kitchen Equipment Installation
Stafford-Smith, Inc. is seeking an Account Executive/Project Manager to oversee projects from initial customer engagement through completion. This role involves managing project planning, coordination, execution, and communication to ensure timely and quality delivery.
Responsibilities
- Training and Knowledge Development
- Participate in product training to develop a strong understanding of company offerings
- Use product knowledge to provide accurate recommendations and specifications
- Work effectively within a team-oriented and productive environment
- Review responsibility matrices and scopes of work
- Identify and address gaps, risks, and potential concerns
- Verify equipment specifications align with project requirements
- Identify and resolve jobsite access issues related to delivery and installation
- Read, interpret, and modify plan documentation (e.g., layout drawings)
- Perform field measurements as required
- Meet with customers to manage quoting, selling, delivery, and installation processes
- Identify, quantify, and document change order opportunities
- Maintain accurate cost logs and documentation
- Maintain timely communication with internal teams including billing, credit, and support
- Ensure all documentation is current and properly stored
- Submit RFIs (Requests for Information) to resolve discrepancies in project documents
- Attend jobsite meetings as needed
- Be available onsite during critical project phases
- Develop customized solutions through equipment specification, design layout, budgeting, and project management
- Request and track shop drawings from manufacturers
- Monitor production schedules and lead times
- Manage submittals using platforms such as Procore, PlanGrid, or Oracle
- Develop and implement site-specific quality and safety plans
- Schedule, coordinate, and communicate with subcontractors, installers, and stakeholders
- Coordinate warehousing and delivery logistics
- Review purchase orders for accuracy
- Submit weekly project updates and personal schedules to the Regional Manager and Leadership Team
- Manage projects to ensure consistent profitability
- Assist with returning unused or excess equipment
- Travel within and outside the assigned region to meet customers and prospects
- Submit weekly expense reports
- Perform additional tasks as assigned by the Regional Manager or President/CEO
Skills
- Strong communication, organizational, and time-management skills
- Ability to manage multiple projects and build relationships with diverse customers
- Willingness to travel as required
- Detail-oriented with strong documentation skills
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Experience in commercial food service and/or construction is strongly preferred
- Flexibility to work outside standard business hours when needed
- Commercial construction: 1 year (Required)
- Experience with commercial grade kitchen equipment and/or construction is strongly preferred
- Willingness to travel: 50% (Preferred)
Benefits
- 401(k)
- 401(k) matching
- AD&D insurance
- Dental insurance
- Disability insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Company Overview