Overview
The Senior Service Sales Representative is responsible for determining customer needs, developing and estimating project solutions for HVAC, Controls, Mechanical, & Electrical including service agreements for commercial and industrial clients. They are meeting or exceeding sales objectives, developing multi-layer customer relationships and creating a backlog of work to support short and long-term goals.
Responsibilities
- Be a trusted advisor to the C-Suites of the companies largest customers of over $2MM annually and over 1MM square feet.
- Possesses the ability to effectively and efficiently manage 5-7 key accounts.
- Sources and contacts potential clients weekly, documents and reports on findings accurately, thoroughly and timely.
- Maintains and updates CRM software regularly.
- Works with other team members to generate additional work for Services, creates and maintains higher profit margins for both maintenance and project work.
- Actively participates in relevant training provided by and outside of the company.
- Determines customer needs, estimates all sourced work, suggests upgrades, and develops/presents solutions based on the Company service offerings.
- Monitors, reports, meets or exceeds sales plan goals.
- Develops and maintains an active proposal backlog that will support achieving the designed sales plan.
- Develops long-term relationships to create brand loyalty.
- Thoroughly learns the company's service offerings to educate clients and persuade sales.
- Assists team in creating and carrying out a successful sales strategy.
- #LI-OL1
Qualifications
Required Education, Experience, and Qualifications
- Must have ten (10) years' experience in HVAC, Mechanical or related sales, selling owner-direct projects and maintenance agreements.
- Possesses a proven track record of repeatedly exceeding established sales goals of over $5MM annually.
- Possesses a proven track record of account management and retention.
- Must have a working knowledge of Microsoft Word, Excel and PowerPoint.
- Possesses the ability to provide innovative ideas for excellent customer care.
- Must be organized and self-motivated with the ability to source leads, make cold calls, follow up calls and visit potential clients.
- Professional manner and appearance.
- Effective verbal and written communication skills.
- Detail-oriented and willing to tackle various ongoing projects in a fast-paced environment.
- Versed in the industry and the Company's competitors.
- Ability to multitask and perform duties outside of the scope of work when necessary.
Preferred Education, Experience, and Qualifications
- Bachelor's degree in a technical or business discipline preferred or a minimum of ten (10) years of experience.
Travel Requirements
- 10-25% of time will be spent traveling to job site(s)/office location.
Physical Activities
- Ascending and descending ladders, stairs, scaffolding, ramps, poles
- Climbing stairs.
- Remaining in a stationary position, often standing or sitting for prolonged periods
- Repeating motions that may include the wrists, hands and/or fingers
- Moving self in different positions to accomplish tasks in various environments including tight and confined spaces
Environmental Conditions
Physical Demands
- Light work that includes adjusting and/or moving objects up to 20 pounds
