What are the responsibilities and job description for the Account Executive position at The Smith & Oby Company?
Smith & Oby is a trusted leader in mechanical, plumbing, and building automation solutions. For decades, we have partnered with commercial, industrial, and institutional clients to design, build, and maintain high-performing systems that keep facilities running efficiently and reliably. From hospitals and office complexes to manufacturing plants and schools, we combine engineering expertise with hands-on execution to deliver results our customers can depend on.
Position OverviewThe HVAC Service Sales Representative is responsible for driving new business, managing accounts, and delivering tailored HVAC service solutions to commercial clients. The role requires a balance of technical understanding, consultative sales skills, and strong customer relationship management.Key Responsibilities
- Drive New Business Development – Identify and pursue new sales opportunities with building owners, property managers, and facility leaders.
- Manage Accounts – Maintain and grow relationships with existing clients to ensure satisfaction and renewal of service agreements.
Sell Service Solutions – Present, negotiate, and close HVAC service agreements, maintenance contracts, and energy efficiency solutions.
Consultative Sales Approach – Assess client needs, uncover pain points, and develop tailored proposals that highlight ROI and lifecycle value.
Coordinate with Operations – Partner with service managers, technicians, and project teams to ensure seamless handoff and successful service delivery.
Achieve Sales Targets – Consistently meet or exceed individual sales goals and contribute to overall company revenue growth.
CRM & Pipeline Management – Accurately track leads, opportunities, proposals, and customer interactions in CRM systems.
Market Awareness – Stay informed on HVAC industry trends, competitor offerings, and emerging technologies to strengthen sales strategy.
Proposal Development – Prepare and deliver professional, value-driven proposals and presentations to decision-makers.
- Customer Service & Retention – Provide ongoing support to clients, resolve issues, and reinforce trust to secure long-term partnerships.
Qualifications
3 years of HVAC service sales, account management, or technical B2B sales experience.
Knowledge of HVAC systems, service agreements, and energy efficiency solutions.
High school diploma required; technical training or a degree in business or mechanical systems preferred.
- Demonstrated ability to meet or exceed sales quotas through new business development and upselling
- Strong customer relationship management with building owners, property managers, and decision-makers
- Ability to explain service solutions and efficiency improvements to both technical and non-technical audiences
Experience selling HVAC service agreements and performance-based solutions.
Familiarity with CRM platforms (e.g., Salesforce, HubSpot).
Background in coordinating with operations for smooth service delivery.
Financial acumen to prepare ROI-based proposals.
Consultative sales approach with value-driven proposal development.
Excellent communication, negotiation, and closing skills.