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