At least 3 years of experience in the commercial HVAC industry.
Comprehensive understanding of various commercial HVAC systems and equipment.
Strong organizational skills and attention to detail.
Proficient in Microsoft Office Suite and research applications.
Excellent written, verbal, and interpersonal communication skills.
Ability to perform mathematical calculations accurately.
Demonstrated capability to prioritize tasks and manage time effectively.
Responsibilities
Solicit and secure preventive maintenance contracts for commercial, industrial, and institutional clients.
Develop and oversee a client portfolio for effective service delivery.
Maintain and manage existing service contracts and client relationships.
Create detailed estimates for proposals, including costs and labor assessments.
Draft professional proposals that outline the scope of work with clarity.
Provide sales and billing forecasts to ensure accurate financial planning.
Research bid opportunities to identify potential projects suitable for MEC2.
Benefits
Opportunities for career advancement within the CoolSys family of brands.
Participation in strategic planning initiatives for office growth and development.
Professional development through representation at industry functions and forums.
Collaborative environment with project managers and technical teams.
Access to company resources for enhancing service offerings.
Full Job Description
Responsibilities
The HVAC Service Sales position is responsible for new business development for the Service Department through direct sales of the department's services including but not limited to service agreements, service repairs, equipment replacements and new equipment installations, modifications and retrofits. This position is also responsible for account management and retention of service clients. The HVAC Service Salesperson will report to the Service Manager.
ESSENTIAL FUNCTIONS
Solicit and close preventive maintenance service contracts and service projects for commercial, industrial and institutional facilities.
Develop and manage a portfolio of clients.
Maintain and manage existing service client accounts that may be assigned.
Produce detailed estimates for each proposal outlining anticipated costs, labor requirements, subcontracts, and materials.
Develop proposals that clearly and professionally outline the proposed scope of work.
Develop and maintain forecasts for sales and billings.
Review all contracts, subcontracts, invoices, and purchase orders issued for all projects sold.
Responsible for researching bid opportunities to identify work suited to MEC2.
ADDITIONAL RESPONSIBILITIES
Assist with strategic planning throughout the year to foster the growth of the office.
Facilitate job kick-off meetings and surveys with client and MEC² technician.
Assist and coordinate with project managers for all service-related projects that require utilization of the construction department assets.
Interact with internal support personnel as well as field technicians.
Offer input on service operational issues for continuous improvement of our product offering.
Utilize company equipment, information, and other assets for the sole benefit of MEC2.
Maintain and store on company servers all proposals, estimates, quote logs, and customers contact information.
Represent the company at industry functions and forums throughout the year.
Conduct yourself in a professional, ethical, and moral manner that reflects well upon yourself and MEC2.
Qualifications
EDUCATION AND EXPERIENCE
Minimum 3 years in commercial HVAC industry.
Broad knowledge and understanding of all types of commercial HVAC equipment and systems.
KNOWLEDGE, SKILLS, AND ABILITIES
Able to prioritize and plan work activities and use time efficiently.
Computer literacy including strong proficiency in MS Word, Excel, Outlook, internet research and other software applications.
Heavy emphasis on organizational skills with attention to detail, written, verbal and interpersonal communication skills.
Demonstrated ability to multi-task.
Must be a team player and self-starter.
Able to perform mathematical calculations.
Able to understand written sentences and paragraphs in work related documents.
Able to use logic and reasoning to identify strengths and weaknesses of solutions and approaches to problems.
PHYSICAL AND MENTAL JOB REQUIREMENTS
Must have the ability to lift up to 50 pounds.
Typical office conditions.
High level of confidentiality of company projects and policies.
High level of professional conduct both internally and externally with clients and vendors.
WORKING CONDITIONS
Travel to job locations.
May be subjected to inclement weather and hazardous working conditions at job sites.
Join Us
Today, there are 27 different companies that make up the CoolSys family of brands. Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth!