HVAC Service Sales Engineer

Primary Responsibilities

• Achieving personal annual sales and margin goals.
• Responsible for securing service-related work for company-wide resources.
• Completing all project paperwork timely and accurately.
• Maintain customer satisfaction and high-quality standards.
• Responsible for keeping abreast of new HVAC products, services and technology.

Key Duties

· Identify potential opportunities with existing and new customers.

· Responsible for prospecting new service customers, sometimes through networking at industry group events such as BOMA, IREM, ASHRAE, Accelerent, etc.

· Responsible for follow-up on leads from field service technicians.

· Determine project needs, constraints, and responsibilities to meet the customer’s HVAC system design and installation requirements.

· Develop, evaluate, and discuss possible solutions with customer.

· Responsible for the preparation and review of the proposal. Responsible for the take-off and pricing of equipment and materials to ensure accuracy of quantity, size, configuration, options, etc.

· Present the proposal and negotiate price, terms, and conditions with customer.

· Prepare transition documents and communicate project readiness for assignment to dispatch / purchasing. Responsible for creating cost estimates consisting of materials, subcontractors, equipment, labor and other related activities to determine price of the project.

· Procure proper equipment and materials on secured jobs.

· Manage the projects sold.

· Monitor, measure and modify process to effectively and efficiently meet customer needs and project goals.

· Maintain quality standards by supervising and inspecting job sites.

· Maintain customer satisfaction by investigating concerns, implementing corrective action, and communicating with customers and staff as needed.

· Authorize replacement, credit, or refund as necessary to facilitate the refund/exchange process including negotiation and customer disputes.

· Consistently ascertain customer needs and current market opportunities.

· Collect feedback from customers during and after job completion.

· Responsible for keeping abreast of new products, services and technology to be able to assist customers with all their HVAC needs.

· Review outstanding accounts receivable on a weekly basis. Take necessary steps to help in the collection of past due accounts.

· Any additional tasks deemed necessary by their supervisor.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE: Minimum five years’ experience in the industry, either in the field or in the office. Minimum Associates Degree in engineering, business or equivalent field experience. Working knowledge of HVAC systems, electrical systems and temperature controls.

LANGUAGE SKILLS: Ability to read and interpret documents such as operating and maintenance instructions, and manuals. Ability to read and interpret contract documents including proposals and purchase orders. Ability to communicate effectively with all levels of the organization.

COMPUTER SKILLS: To perform this job successfully, an individual should have knowledge of Excel Spreadsheet software and Microsoft Office Word Processing software.

CERTIFICATES, LICENSES, REGISTRATIONS: None.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms, stoop, kneel, crouch, or crawl and climb ladders. The employee may lift and/or move up to 75 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functio