Summary of Position
This position typically reports directly to the Service Supervisor and / or Manager and is responsible for securing HVAC service, maintenance, and contract agreements and using technical, organizational, and service knowledge to assist customers in developing the best possible solution, while also generating revenue for the region.
In addition, this position provides input and participates in the marketing, planning, and technical development of products and services.
Duties & Responsibilities
Work with existing clients, building long term relationships and future sales
Utilize proven sales methods to identify and solicit potential clients for future Service work
Work with Lead Generator to follow-up on prospective clients
Meet with and develop impressionable relationships with clients to successfully understand their needs and specific requirements
Assess client needs and resources and recommend the appropriate solution
Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers
Work with Project Representative and provide input into design where HVAC related services must be tailored to suit clients' needs
Develop reports and proposals as part of sales presentation to clients
Prepare and administer sales contracts
Consult with clients after sale to resolve problems and provide ongoing support
Continue personal professional development
Participate in department planning meetings as necessary
Competency Requirements (Skilled to Advanced Level)
Change Orientation
Communicates Effectively
Continuous Learning
Customer Focus
Holds Self and Others Accountable
Problem Solving and Innovation
Teamwork and Collaboration
Values and Respects Others
Employment Requirements
A university degree or college diploma in business commerce or related sales / marketing discipline
1 to 3 years experience in sales,
Experience in a technical occupation related to the HVAC services and equipment, a plus
Excellent organizational and time-management skills
Excellent customer service skills
Excellent communication skills both verbal and written
Availability to travel from time to time as required
Competency in basic computer skills, including Microsoft Office applications
Knowledge of Salesforce