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, selling owner-direct projects and maintenance agreements.
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.

Sales Representative I – Commercial HVAC

Key skills