Determine customer needs, estimate work, suggest upgrades, and develop/present solutions based on the company's services offered.
Source and contact potential clients weekly; document and report findings accurately, thoroughly and timely.
Update proposal log regularly and maintain an active proposal backlog to support achieving sales plan goals.
Work with other team members to generate more work for Services, create higher profit-margins and maintain margins for both maintenance and proposed work.
Complete customer satisfaction sheets and develop long-term relationships to create brand loyalty.
Monitor, report and meet sales plan goals; assist team in creating and carrying out a successful sales strategy.
Thoroughly learn the company's service offerings to explain to client and persuade sales; make cold calls, follow-up calls, and visit potential clients.
Travel to job site(s)/office locations approximately 15% of the time.
Perform physical tasks including prolonged periods of sitting, ascending/descending ladders, stairs, scaffolding, ramps, poles, and working in tight/confined spaces.
Requirements
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.
Bachelor degree in a technical or business discipline preferred (or minimum of 5 years' experience).
Willingness to travel approximately 15% of the time to job sites/office locations.