The Opportunity
HVAC Service Department Sales position. Must be detail and customer-service-oriented and have excellent organizational skills. The position requires a high level of correspondence with the Service team and with customers & vendors. Must be strong in Microsoft applications and be able to work well with others in a fast-paced & high-volume environment.
Responsibilities
- Establish contact with prospects and qualify potential buyers by scheduling sales calls, following-up on leads, and utilizing marketing strategies to maintain a high level of sales activity (including prospecting, first calls, proposals, budgets, etc.)
- Close sufficient sales to meet or exceed sales plan objectives.
- Develop and maintain an active proposal backlog that will support the achievement of sales plan objectives.
- Develop estimates and proposals for projects to include equipment replacements and repairs & preventive maintenance (PM) Agreements
- Develop a sales plan to include segmenting based on priority, and qualification of opportunities, and maintain customer visit records. Effectively allocate time with the goal of meeting and exceeding quota requirements. Assume account management responsibility (installation, training, etc.) to assure complete customer satisfaction.
- Develop technical skills to thoroughly understand the functionality of installed systems as they relate to overall home function.
- Be knowledgeable of local and national codes, as well as customer-specific requirements, that drive specific system and residential configurations.
- Provide leadership and input to others as requested or required to assist in the accurate estimation, design, installation, start-up, and training.
- Communicate with external and internal stakeholders (i.e., HVAC Equipment Sales, Warehouse, Service Department, etc.) to ensure accurate and timely system design.
- Data entry for proposed repairs and/or PM agreements into CRM
- Booking of sold proposals and/or PM Agreements to Service Department including turnover meetings and discussions with Service Sales, Service Management, and/or Service Dispatchers
- Track active, expiring, and expired PM agreements and send proposals for renewal 60-90 days prior to expiration of existing contract. Ensure proper discussion with Customer for additional services, pricing levels, scope verification. Verify existing agreement performance with Service Management and Service Dispatchers.
- Performs other duties as assigned
- Flexibility to work overtime/weekends, as required
The Required Profile
- Minimum of 3-5 years of sales experience in the HVAC industry.
- Excellent initiative, and interpersonal communications skills and a demonstrated ability to influence others
- Ability to prioritize, multi-task, deal with ambiguity and manage high volume projects
- Desire to grow professionally and possess an interest in establishing a career in equipment outside sales, must be people-oriented, customer service driven, sales driven and a team player
- Strong computer skills in Microsoft Word, Excel, PowerPoint, and Outlook
Job Type: Full-time
Pay: $55,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Experience:
- HVAC Industry: 10 years (Required)
- HVAC Residential Sales: 5 years (Required)
License/Certification:
- Driver's License (Required)
Work Location: In person
