Work hours: 7:00 am to 5:00 pm Monday–Friday, or as necessary. Reports to: HVAC Service Manager.
Scope:
- Perform outside sales activities, including travel as required with occasional overnight stays
- Prepare estimates for equipment, materials, projects, and services; develop proposals for presentation to customers
- Represent the company as the preferred mechanical service provider for customers, employees, and business partners
- Develop and maintain ongoing job cost accounting to allow timely reviews of effectiveness and profitability of all work performed
- Ensure compliance with local, state, and federal legal requirements while maintaining a high level of business ethics
- Lead by example on all company safety policies and verify required safety measures are included in estimates and proposals
Key responsibilities:
- Develop proposals, often involving cost-effectiveness or return-on-investment calculations, based on site reviews, blueprints, and specifications
- Work closely with customers to determine the most cost-effective, sellable solutions that increase and sustain loyalty
- Conduct post-sale follow-ups and manage high levels of customer satisfaction
- Maintain accurate sales pipeline, forecasts, and activity records in CRM and quote logs
- Determine manpower and material requirements, and schedule resources for profitable, on-time project completion
- Oversee maintenance contract execution, renewals, and on-budget delivery of acquired projects
- Develop relationships with engineers and general contractors; provide marketing support at trade shows and seminars