Sources and contacts potential clients weekly, documents and reports on findings accurately, thoroughly and timely
Updates proposal log regularly
Works with other team members to generate more work for Services, creates higher profit-margins and maintains margins for both maintenance and proposed work
Completes customer satisfaction sheets
Determines customer needs, estimates work, suggests upgrades, and develops/presents solutions based on the company's services offered
Monitors, reports and meets 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 explain to client and persuade sales
Assists team in creating and carrying out a successful sales strategy

Must have five (5) years' experience in HVAC, Mechanical or related sales
Must have working knowledge of Microsoft Word, Excel, and PowerPoint
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
Bachelor degree in a technical or business discipline preferred or a minimum of 5 years' experience with a proven track record in HVAC, Mechanical or related sales

Sales Representative I – Service

Key skills