Sales Representative II - Service

ENFRA

$76K — $102K *
Technical Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 10 years' experience in HVAC or mechanical sales, specializing in direct owner projects and maintenance agreements.
  • Proven track record of exceeding $5MM in annual sales goals.
  • Demonstrated account management and retention success.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
  • Strong organizational skills with the ability to independently generate leads and conduct cold calls.
  • Professional appearance and demeanor with effective communication skills.
  • Detail-oriented with the capacity to manage multiple tasks in a fast-paced setting.

Responsibilities

  • Serve as a trusted advisor to executives of major clients with contracts exceeding $2MM and over 1MM square feet.
  • Manage and nurture relationships with 5-7 key accounts.
  • Identify new business opportunities through weekly client sourcing and thorough documentation.
  • Regularly update and maintain CRM software for accurate client tracking.
  • Collaborate with team members to enhance service offerings and improve profit margins.
  • Participate in training to enhance skills and product knowledge.
  • Assess customer needs and present tailored estimations and solutions, including service upgrades.
  • Monitor and strive to exceed sales goals while maintaining a robust proposal backlog.

Benefits

  • Opportunity to work closely with high-profile clients in commercial HVAC solutions.
  • Collaboration within a supportive team environment to drive sales strategy success.
  • A structured training program for continual professional development.
  • Flexibility with travel opportunities between 10-25% of working time.
  • Exposure to a diverse range of projects across the HVAC and mechanical services framework.
Full Job Description
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.
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
  • Quiet environment
Physical Demands
  • Light work that includes adjusting and/or moving objects up to 20 pounds
Pay RangeUSD $76,860.00 - USD $102,620.00 /Yr.

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