HVAC Service Sales/Project Manager

Job Summary

The primary function of this role is to sell new small to medium (up to 200k) HVAC projects and recurring maintenance contracts. This position reports directly to the HVAC Service Manager.

This job requires the ability and desire to work in a fast-paced multi-tasked environment with a focus on sales, prospecting for new clients, and customer service. It will require travel to potential/existing customer sites.

Essential Duties & Responsibilities

Include the following. Other duties may be assigned.

• Grow service maintenance base by selling commercial HVAC service, products & solutions to new and existing customers, including repair service, modernization, and service agreements where applicable.
• Maintain relationships with customers always ensuring their satisfaction with our products and services.
• Work with other branch personnel to ensure great customer service from the order to the delivery and beyond.
• Perform customer surveys as required/requested.
• Develop and maintain vendor relations.
• Obtain all manufacturers' certifications required to perform job functions, as applicable.
• Complete proper scheduling and execution of service calls.
• Execute all Company processes and complete all required paperwork accurately and in a timely manner.
• Review and approve weekly payroll as it relates to your project.
• Ability to accurately quote repair and project work yielding an acceptable margin upon completion.
• Continually enhance sales skills and product knowledge in order to promote a professional image in the field.
• Read architectural and mechanical drawings and determine proper procedures and methods/materials to estimate and complete projects.
• Review weekly job reports and keep billing and labor on track
• Travel to customers and job sites as required.
• Maintain frequent communication with HVAC Service Manager and Operations Manager.
• Attend any and all necessary department meetings and come well prepared.
• Travel to corporate office for any necessary training and meetings.

SUPERVISORY RESPONSIBILITIES

Supervise and manage all HVAC work that you sell from ordering materials through purchasing to final completion of the work and confirmation of final billing.

Qualifications

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• High School Diploma or GED is required.
• 5+ years of sales experience selling HVAC is required.
• 5+ years of HVAC field experience or related experience is required.
• Ability to read job specifications to determine the proper use of products is required.
• A valid driver's license with a clear driving record is required.
• Significant experience with Microsoft Office (i.e., Word, Excel, PowerPoint) applications is required.
• Excellent customer service skills are required.
• Demonstration of a positive attitude is required.
• Ability to think strategically, make sound decisions, and produce accurate and timely results is required.
• Building positive working relationships with multiple levels of employees and management is required.
• Demonstrating integrity and professionalism is required.
• Demonstrating commitment to company values is required.
• Excellent organizational skills are required.
• Ability to follow-up on tasks and assignments in a timely manner is required.
• Excellent written and verbal communications skills are required.
• Ability to perform basic business mathematical functions is required.
• Ability to work with minimal supervision is required.
• Ability to work effectively in a team environment is required.
• Complying with all operating policies, procedures, executed Plans, and Programs is required.

LANGUAGE SKILLS

Must have the demonstrated ability to effectively communicate, cooperate, and collaborate with multiple levels of employees, government agencies, customers, vendors, and suppliers.

Physical Demands

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, see, talk, and hear. The employee is occasionally required to use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to walk and reach with hands and arms. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The strength rating for this position is classified as light work which entails exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly. Environmental conditions of this position are occasionally wide ranging including inside, outside, extreme hot, extreme cold, fumes, odors, toxic conditions, dust poor ventilation, hazards, humid, loud noises, vibrations, and wet. This position frequently requires protective equipment for eyes and head and occasionally for arms, feet, hearing, full body, leg, respirator, and skin. Operation of a computer, telephone, drawing/drafting tools, hand calculator, copiers/fax machine are required. The employee must be able to understand simple math, statistics, simple drawings, technical reports, technical instructions, financial reports, layout work, legal documents, simple memos, and business letters. The employee also must be able to write or present simple memos, summaries, business letters, technical reports, speeches, and formal presentations. While performing the duties of this job, the employee is regularly required to commute to customer and company locations by land and air.