What are the responsibilities and job description for the Project Sales position at Coastal Mechanical Services LLC?
Full-time Description
The Project Sales will help identify, develop, and close project-based sales opportunities within the commercial HVAC sector. Drive business growth by targeting projects for new installations, retrofits, and large-scale repairs while fostering strong client relationships and ensuring successful project execution in collaboration with operations.
Requirements
Project Identification & Lead Generation:
SVC1
The Project Sales will help identify, develop, and close project-based sales opportunities within the commercial HVAC sector. Drive business growth by targeting projects for new installations, retrofits, and large-scale repairs while fostering strong client relationships and ensuring successful project execution in collaboration with operations.
Requirements
Project Identification & Lead Generation:
- Identify and qualify project-based opportunities for HVAC installations, retrofits, and major repairs through proactive outreach, networking, and market research.
- Develop and execute sales strategies to build a robust project pipeline, leveraging industry insights and aligning with company growth objectives.
- Build and maintain strong relationships with potential and existing clients, understanding their specific project needs and presenting tailored HVAC solutions
- Work closely with clients to scope out projects, define deliverables, and provide accurate, competitive proposals that outline timelines, costs, and technical specifications.
- Lead contract negotiations, ensuring terms align with project objectives and company standards, and work to close deals that support long-term partnerships.
- Partner with internal teams to ensure project delivery aligns with client expectations, coordinating closely to provide seamless transition from sale to execution.
- Conduct ongoing market research to stay ahead of trends, industry needs, and competitor activity, utilizing findings to refine project sales strategies.
- Maintain comprehensive records of project leads, client interactions, and pipeline stages in the CRM system to monitor progress and drive results.
- Gather post-project feedback, identifying areas for improvement and ensuring client satisfaction to build trust and increase repeat business.
- Experience:
- Proven experience in business development, sales, or project-based sales within the HVAC, construction, or similar technical services industry (2-4 years preferred).
- Technical Acumen:
- Strong understanding of commercial HVAC systems with the ability to clearly communicate project-specific technical details to clients.
- Sales & Negotiation Skills:
- Demonstrated success in securing project-based deals and managing long-term client relationships.
- Collaboration Skills:
- Ability to work effectively with internal teams to deliver seamless project transitions and client satisfaction.
- CRM & Software Proficiency:
- Skilled in CRM systems and Microsoft Office Suite for accurate tracking and reporting.
- Travel:
- Valid driver’s license and availability for local travel to meet clients and oversee project details as needed.
- Bachelor’s degree in Business, Engineering, or a related field (preferred but not required).
- Project-Based Sales Mindset:
- Strong ability to identify, pursue, and close project opportunities that align with company objectives.
- Customer-Centric Approach:
- Skilled in understanding client needs, building tailored project solutions, and providing exceptional service.
- Organizational Excellence:
- Effective in managing multiple projects simultaneously and adhering to timelines.
- Market Insight & Strategy:
- Knowledgeable about industry trends and able to adapt sales strategies to shifting market conditions.
SVC1