Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Steven Morgan

Tavares,FL

Summary

Dynamic Account Executive and skilled HVAC Technician with a proven track record at Westbrook Service Corporation. Excelled in client relationship building and sales strategy development, boosting customer retention significantly. Expert in CRM software and adept at contract negotiation, demonstrating a unique blend of technical proficiency and exceptional customer service.

Overview

10
10
years of professional experience

Work History

Account Executive

Westbrook Service Corporation
Orlando, FL
08.2017 - Current
  • Produced sales documents, finalized deals and filed records.
  • Developed pricing strategies tailored to individual clients based on their unique needs.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.
  • Provided exceptional customer service by responding promptly to inquiries and resolving issues quickly.
  • Analyzed customer data to develop targeted campaigns that increased customer loyalty and retention rates.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Maintained updated knowledge through continuing education and advanced training.
  • Listened to customer needs to identify and recommend best products and services.
  • Developed and maintained relationships with key clients to ensure customer satisfaction.
  • Attended networking events to build relationships with potential customers.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Maintained up-to-date knowledge of industry trends and developments.
  • Coordinated with logistics teams to ensure timely delivery of products to customers.

HVAC Technician

Westbrook Service Corporation
Orlando, FL
08.2015 - 08.2025
  • Repaired parts by using technical knowledge, special tools and soldering skills.
  • Installed and maintained residential and commercial HVAC systems to ensure optimal operation and energy efficiency.
  • Calibrated thermostats, tested capacitors and checked refrigerant levels for proper functioning of the system.
  • Trained junior technicians on HVAC repair and maintenance techniques, tools, and safety practices.
  • Responded to customer inquiries and complaints, providing timely and effective solutions to HVAC issues.
  • Replaced worn out filters at regular intervals to improve air quality inside the premises.
  • Disassembled units, repaired broken components and restored to operating condition.
  • Loaded materials, tools and equipment on truck at beginning of each shift.
  • Diagnosed and identified faulty components in malfunctioning HVAC systems using specialized testing tools.
  • Communicated with clients during service calls for top-quality customer service.
  • Read technical manuals and schematics to understanding specific configurations.
  • Recovered refrigerant from old HVAC units prior to disposal according to local environmental regulations.
  • Performed routine checks on various components of the system such as contactors, relays and solenoids.
  • Maintained and serviced HVAC systems and refrigeration equipment.
  • Documented all repair work performed on HVAC units according to company standards.
  • Completed preventive maintenance on heating and air conditioning systems to extend life of such equipment.
  • Checked pressure readings on gauges connected to the system in order to diagnose any malfunctions.
  • Cleaned evaporator coils, condensate drains and blower wheels to maintain optimal efficiency of the unit.

Education

HVAC Journeyman - HVAC Apprenticeship

ACCA (Air Conditioning Contractors Association)
Orlando, FL
04-2018

High School Diploma -

Tavares High School
Tavares, FL
05-1997

Some College (No Degree) -

Santa Fe Community College
Gainesville, FL

Skills

  • Account planning
  • Sales presentation
  • Sales proficiency
  • Budget development
  • Customer relations
  • Customer relationships
  • Sales strategies
  • Customer rapport
  • Contract negotiation
  • Pipeline management
  • Database management
  • Sales target monitoring
  • Account relations
  • Customer service
  • CRM software expertise
  • Strong relationships
  • Sales quota achievement
  • Goals and performance
  • Account management
  • Client relationship building
  • Lead development

Affiliations

  • Dedicated family man that enjoys spending time with my wife and twin daughters. We enjoy spending time together boating any chance we get as well attending many Florida Gator's sporting events. My personal hobbies include fishing and golf.

Timeline

Account Executive

Westbrook Service Corporation
08.2017 - Current

HVAC Technician

Westbrook Service Corporation
08.2015 - 08.2025

HVAC Journeyman - HVAC Apprenticeship

ACCA (Air Conditioning Contractors Association)

High School Diploma -

Tavares High School

Some College (No Degree) -

Santa Fe Community College

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Steven Morgan