Sales Representative II – Service

Bernhard

Sales Representative II responsible for managing HVAC services accounts and exceeding sales goals. Building customer relationships and developing project solutions for commercial and industrial clients in the US.

Posted 6/11/2026full-timeCoppell • Texas • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Be a trusted advisor to the C-Suites of the companies largest customers of over $2MM annually and over 1MM square feet.
Effectively and efficiently manage 5-7 key accounts.
Source and contact potential clients weekly, documenting and reporting findings accurately, thoroughly and timely.
Maintain and update CRM software regularly.
Work with other team members to generate additional work for Services.
Create and maintain higher profit margins for both maintenance and project work.
Participate in relevant training provided by and outside of the company.
Determine customer needs, estimate all sourced work, suggest upgrades, develop and present solutions based on the Company service offerings.
Monitor, report, meet or exceed sales plan goals.
Develop and maintain an active proposal backlog to support achieving designed sales plan.
Develop long-term relationships to create brand loyalty.
Educate clients and persuade sales by thoroughly learning the company's service offerings.
Assist team in creating and executing a successful sales strategy.

Requirements

What you’ll need

Must have ten (10) years' experience in HVAC, Mechanical or related sales, selling owner-direct projects and maintenance agreements.
Proven track record of repeatedly exceeding established sales goals of over $5MM annually.
Proven track record of account management and retention.
Working knowledge of Microsoft Word, Excel and PowerPoint.
Ability to provide innovative ideas for excellent customer care.
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.

Benefits

Comp & perks

Health insurance
Retirement plans
Professional development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

HVACMechanical salesAccount managementSales strategyLead sourcingCold callingProposal developmentSales goal achievementCustomer careProject estimation

Soft Skills

OrganizedSelf-motivatedEffective communicationDetail-orientedInnovativeRelationship buildingPersuasionMultitaskingTeam collaborationProfessionalism