Technical Business Development Executive

Tri-M Group

$95K — $115K *
Technical Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • College degree in Engineering, Instrumentation, Business, or related field preferred or equivalent experience.
  • Minimum of 8 years in technical/customer-facing roles in building automation, instrumentation, or controls.
  • Proven track record of independently sourcing and closing new business.
  • Hands-on experience preferred in instrumentation and building automation systems.
  • Understanding of service pricing structures and revenue models essential.
  • Industry certifications like ISA CCST or BICSI are advantageous.
  • Strong communication skills with an ability to build long-term client relationships.

Responsibilities

  • Comply with all safety and conduct policies of Tri-M and customers.
  • Independently initiate business for service, upgrades, and integration in targeted markets.
  • Account for and pursue an annual bookings goal in collaboration with the BAS Service Manager.
  • Cultivate potential new business through proactive outreach and networking strategies.
  • Conduct surveys of building automation systems to inform upgrades and proposals.
  • Prepare accurate cost estimates and formal proposals for clients.
  • Follow up to ensure customer satisfaction and identify future service needs.

Benefits

  • Comprehensive Medical, Prescription, Vision and Dental Insurance
  • Employer-paid Life and AD&D Insurance
  • Seven Paid Holidays
  • Vacation/Sick Leave
  • 401k Retirement Program with Company Match
  • Employee Assistance Program
  • Additional benefits available.
Full Job Description
Job Requirements
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

Summary Description

Independently. originates and develops new business for the BAS Service group by combining hands-on technical expertise in building automation, controls, and instrumentation with consultative relationship development. Owns and is accountable for an annual bookings goal, building and maintaining a self-generated pipeline of service agreement, system upgrade, environmental monitoring, and control panel fabrication opportunities across life sciences, federal, industrial, and commercial markets. Serves as a technical liaison between clients and Tri-M service and engineering teams, ensuring proposed solutions are accurate, profitable, and deliverable.

Duties and Responsibilities

Essential:
  • Complies with all Tri-M and customer safety policies and procedures
  • Complies with all Tri-M employment policies and procedures and meets company standards of conduct and appearance
  • Independently originates new service, upgrade, and integration business in markets that complement the BAS Service group's offerings, including life sciences and pharmaceutical, federal, industrial, and commercial facilities.
  • Owns an annual bookings goal established with the BAS Service Manager and is accountable for pipeline development, pursuit strategy, and results against that goal.
  • Builds pipeline through proactive prospecting, networking, and direct outreach rather than reliance on inbound requests or existing work orders.
  • Works closely with the BAS Service Manager on developing a targeted list of key accounts and pursuit strategies.
  • Performs proper pre-qualification of new business, pursuing "true" opportunities.
  • Leverages hands-on technical expertise in building automation, controls, and instrumentation to establish credibility and trust with facility, engineering, and quality stakeholders.
  • Locates key decision makers within targeted organizations and establishes relationships through consultative, technically informed engagement.
  • Grows recurring service revenue, including preventive maintenance agreements, service contracts, system upgrades, and environmental monitoring system opportunities.
  • Develops opportunities for UL 508A control panel fabrication and controls integration work performed by the BAS Service group.
  • Conducts site surveys and assessments of existing building automation and control systems, and assists in developing upgrade and migration paths.
  • Prepares material and labor cost estimates for budgetary purposes and prepares formal, professionally written proposals.
  • Maintains an up-to-date sales pipeline report and reviews with supervisor on a bi-weekly basis.
  • Works closely with BAS Service supervisors and engineering staff to ensure a thorough, accurate scope and design is prepared for all proposed work.
  • Conducts formal follow ups on all completed work, ensuring customer satisfaction and capturing additional service opportunities.
  • Maintains knowledge of the latest building automation, controls, and instrumentation technologies and market trends.
  • Coordinates with other Tri-M account management and business development staff to ensure overall synergies and cross-selling opportunities are identified.


Job Requirements

Skills/Education:
  • College degree in Engineering, Instrumentation, Business, or a related field a plus, or equivalent experience.
  • Minimum of 8 years of combined technical and customer-facing experience in building automation, instrumentation, controls, or a related electrical specialties field.
  • Demonstrated track record of independently originating and closing new business.
  • Hands-on field background in instrumentation, calibration, environmental monitoring systems, or building automation systems strongly preferred.
  • Working understanding of service labor pricing, margin structures, and the difference between recurring agreement revenue and one-time project revenue.
  • Industry certifications such as ISA CCST, BICSI, or equivalent a plus.
  • Established relationships within regional life sciences, industrial, or institutional facilities a plus.
  • Strong written and verbal communications skills a must.
  • Must be confident and possess the ability to build strong, long-term relationships.
  • Excellent customer service skills and outstanding presentation skills.
  • Intermediate to high level of computer literacy including MS Office, MS Outlook, and CRM/database management.
  • Strong organizational and prioritizing skills.
  • Must have reliable transportation to and from the assigned work location/office.
  • Must maintain a valid driver's license and good driving record.
  • Proven ability to develop opportunities with new or existing customers and maximize revenue from a portfolio of key accounts.
  • Ability to quickly develop a rapport based on trust.
  • Ability to juggle multiple priorities and work under pressure.
  • Professional demeanor.
  • Able to handle difficult situations with diplomacy and tact.
  • Manage time effectively and adapt quickly to changing priorities.
  • Able to multi-task.
  • Able to perform with limited supervision - be a self-starter.
  • Team player who works productively with wide range of people.

Physical Requirements:
  • Working a minimum of 40 hours/week.
  • Sitting 6 to 8 hours/day.
  • Lifting weights of 0 to 30 lbs. from floor to above shoulders.
  • Repetitive use of hands for writing, typing, data entry, and filing.
  • Vision adequate for computer use and reading.
  • Hearing adequate for phone use.
  • Standing, climbing, kneeling, reaching, bending, twisting, and walking as needed to perform site surveys to collect data for project design.
  • Balance adequate for climbing ladders, scaffolds, and lifts.
  • Environmental factors include working in: temperature extremes of 0 F to 100 F up to 8 hours inside or outside; atmospheric exposure to dust, gases, fumes, odors; and poor ventilation in confined spaces.
  • Special hazards include exposure to mechanical, electrical, chemical, and explosive hazards.
  • Personal protective equipment includes use of hard hat, safety glasses, steel-toed shoes, gloves and hearing protection.


Here at The Tri-M Group, LLC we offer:
  • Fair and competitive pay
  • Comprehensive Medical, Prescription, Vision and Dental Insurance
  • HRA Spending Account
  • Employer-paid Life and AD&D Insurance
  • Seven Paid Holidays
  • Vacation/Sick Leave
  • 401k Retirement Program with Company Match
  • Employee Assistance Program
  • And much more!


Similar Jobs

More Jobs at Tri-M Group

More Technical Services Jobs

Find similar Technical Business Development Executive jobs: