ResponsibilitiesThe Sales Engineer will bridge the gap between our engineering team and customers, providing expert advice and technical solutions that help clients understand and utilize our products. This person works closely with our sales team to generate leads, qualify prospects, and provide product demonstrations. Your ability to clearly communicate complex technical concepts will be essential to converting sales opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES - Assist the sales team by providing technical expertise in product demonstrations, customer presentations, and technical proposals.
- Understand customer requirements and recommend appropriate solutions by offering detailed product specifications, capabilities, and potential use cases.
- Deliver technical presentations and product demonstrations to customers, explaining the value and benefits of the solution.
- Collaborate with sales teams to create customized proposals, quotes, and contract documents that meet customer needs.
- Develop and maintain strong relationships with customers, addressing technical questions and providing ongoing support.
- Help tailor products to meet customer-specific needs and demonstrate the integration of products into their existing systems.
- Train customers on the use of products, solutions, and troubleshooting as necessary.
- Provide valuable feedback from customers to the engineering and product development teams to influence future product offerings.
- Assist with post-sales support by helping customers with installation, troubleshooting, and ensuring customer satisfaction.
- Embodies the CoolSys CARES culture (Collaboration, Accountability, Respect, Empowerment, Safety).
- Performs other duties as assigned.
QualificationsEducation / Training - Bachelor's degree in Mechanical Engineering or a related technical field, or equivalent experience.
Work Experience / Skills - 3+ years of HVAC sales engineering, estimating, or commercial project experience-especially with load calculations, duct, piping, or controls systems.
- Deep understanding of HVAC system design, load calculations (e.g., Manual J/D), and interpreting mechanical drawings.
- Proficiency with HVAC selection/design software (e.g., AutoCAD, Carrier HAP) and Microsoft Office/CRM platforms.
- Strong aptitude for consultative selling, proposal generation, negotiation, and closing deals.
- Clear communicator, both written and verbal, capable of engaging technical and non-technical stakeholders.
- Self-motivated, organized, detail-oriented, and able to manage multiple concurrent projects.
- Willingness to travel (often 20-70%) for client meetings, site assessments, and events.
- Valid driver's license.
- HVAC or controls certifications (NATE, LEED, etc.) a plus.
- Familiarity with industry standards, codes, and energy efficiency programs.
- Ability to understand and follow all company policies and procedures and all applicable State and Federal laws.
- Ability to use typical business tools including E-Mail, Word, Excel, etc.
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