What are the responsibilities and job description for the HVAC Sales position at Rasmussen Mechanical Services?
Company Summary:
Our most valuable asset is the relationships we share with our employees. It is our purpose to provide a positive experience through the service and support of our team members for a healthy work-life balance.
Job Overview:
The HVAC Sales Representative conducts sales acquisition and account management activities in the assigned geographic and/or vertical market territory in support of Rasmussen Mechanical Services company goals. This is a dedicated sales position which will build new client relationships and maintain the relationship of our current customers.
Responsibilities:
Sales & Business Development
Perform outside sales activities across the assigned central Nebraska territory, including regular daily travel and occasional overnight stays.
Develop proposals including cost effectiveness and return on investment calculations based on site reviews, blueprints, and specifications.
Determine customer need and identify the most cost-effective, sellable solution.
Grow market penetration in the assigned territory by securing new customers and expanding services at existing accounts.
Lead the sale and on-time renewal of planned service agreements, incorporating all appropriate RMS offerings.
Sell across RMS Divisions and Departments, partnering with other RMS sales personnel to combine services into one customer experience.
Customer Relationships
Conduct post-sale follow-up to confirm agreements were fulfilled and the customer is satisfied.
Sustain high customer satisfaction and resolve issues proactively before they escalate.
Develop relationships with engineers, general contractors, manufacturer representatives, and local suppliers.
Turnover & Internal Partnership
Complete accurate turnover documentation, scope, pricing basis, customer expectations, and commitments made so Project Management and Operations can execute cleanly.
Remain the customer's point of contact after turnover, supporting the project team on scope questions and change orders.
Maintain strong relationships with Operations and Field personnel. Follow up on all leads from technicians, Service Coordinators, and other RMS employees.
Pipeline & Administration
Maintain accurate, current sales activity in Salesforce.
Maintain an accurate pipeline and provide periodic sales forecasts as requested.
Protect Company financial standards on sold work: profitability, payment schedules, terms, and accurate invoicing.
Safety, Compliance & Development
Lead by example on safety. Verify that required safety measures are identified and included in estimates and proposals.
Ensure compliance with local, state, and federal requirements. Maintain a high level of business ethics.
Maintain and improve sales skills and HVAC systems knowledge through self-study, product seminars, and company-provided training. Support trade shows, lunch-and-learns, and seminars.
Perform other duties as assigned by the RMS Management Team.
Qualifications & Experience:
Five (5) years of progressive experience in HVAC, Temperature Controls, Refrigeration, and/or facilities management.
3 years of documentable sales success in building systems and services.
Ability to read and interpret blueprints, specifications, and equipment submittals.
Working knowledge of Salesforce, estimating tools, and standard office products.
Professional and industry-specific certifications and licenses preferred.
Valid driver's license. Must pass pre-employment drug screen.
Skills:
Humility, Drive, Empathy, Optimism, and the ability to ask questions.
Excellent oral and written communication skills.
Self-motivated, tactful, organized, results and goal-oriented.
Follows up in a timely manner and delivers on commitments, internal and external.
Communicates value and closes the sale, then follows up to assure strong customer relationships.
Physical & Mental Requirements:
Must be able to lift 25-30 lbs., sit for long periods of time, and operate business equipment.
Must be able to walk customer facilities, mechanical rooms, and job sites, including stairs and ladders, to survey equipment.
Must be able to read / hear / write / spell / type and speak English clearly, follow written instructions, and listen effectively.
Must possess prioritizing / organizational / multitasking and stress management skills.