Teams at Cook & Boardman Group, LLC

Manages customer accounts and develops consultative sales opportunities for audio-visual systems. Builds relationships with customers, contractors, and construction managers; presents solutions; prepares proposals, quotes, RFP responses, scopes, and pricing; maintains CRM pipeline data; coordinates with engineering, estimating, project management, marketing, and operations teams; and ensures smooth handoffs from sales to project execution.

Owns financial administration for construction projects from contract award through closeout. Responsibilities include contract billing, pay applications, job cost and revenue reconciliation, change order processing, inventory reconciliation, financial risk analysis, and project closeout review. The role resolves complex billing issues, ensures accurate revenue recognition, and partners with Project Managers, Sales, and Accounting leadership. It may also guide Project Accountants on complex matters.

The Senior Account Manager develops prospects and assigned accounts for electronic security solutions, including access control, surveillance, intrusion detection, fire alarms, and emergency communications. Responsibilities include cold calling, sales presentations, proposals, quotes, contract management, customer expectation management, opportunity tracking, and product expertise. The role also guides other account managers, collaborates with management and marketing, interprets blueprints, and occasionally travels to project sites.