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National Account Advocate II

Company: Staff Perm
Location: Richardson
Posted on: January 27, 2023

Job Description:

National Account Advocate

Staff Perm is supporting a Global Manufacturing Organization that is the leader in climate control products to hire 4 National Account Advocates (NAA) to support their commercial customers by providing them with quotes and extensive detailed support.

LOCATION: Richardson, 75080

POSITION: Contract to Hire

POSITIONS: Hiring 4 people

PAY: $21.00

BENEFITS: Healthcare, Dental, Vision, Term Life, Short Term Disability etc.

National Account Advocate (NAA), in this role you will be training the first 6 months to support the clients commercial customers like Walmart, McDonalds and other large clients. Generally, the client calls in to request products and to receive a quote. It could be a commercial size HVAC system or as small as a particular part. The Account Advocate will assist the customer and provide a quote. The customer will use the quote to get a purchase order at their company and call back to place the order once approved. The National Account Advocate will assist in all communication with the client including delivery timelines and status updates etc.

**The NAA role requires a lot of organization, multitasking and complex quoting and order maintenance. You will need to be able to pivot and adjust priorities easily as the business continues to change. We need individuals who are invested in longevity with us as it takes about a year to get fully up to speed in the role ****

Here is a basic and simplified workflow:

  • Client calls into request a quote
  • National Account Advocate (NAA) assist in building out the quote for the customer. This may include using diagrams and/or blue print designs.
  • If the Customer agrees with the quote, they will use it to request a Purchase order for the product needed order with the NAA.
  • NAA follows up on Order Delivery and provides status updates etc.


    • Requires a high school diploma. A bachelor's degree is preferred.
    • Requires strong abilities with building relationships, listening, persuading, negotiating and managing time.
    • Has basic user knowledge of Microsoft Office
    • SAP or Customer Relationship Management software preferred

      Nice to Have

      • HVAC/mechanical/plumbing familiarity/experience
      • SAP experience
      • Contact center experience

        About Staff Perm

        Staff Perm is an Award Winning and Certified Small Business Enterprise that is BBB Accredited utilizing a staff with over 20 years of staffing and placement experience to simplify the employee recruitment process.

        2221 Lakeside Blvd. Suite 1120, Richardson, Texas 75082

Keywords: Staff Perm, Richardson , National Account Advocate II, Other , Richardson, Texas

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